View Past PerformanceCloudflare 대차대조표 건전성재무 건전성 기준 점검 5/6Cloudflare 의 총 주주 지분은 $1.5B 이고 총 부채는 $3.3B, 이는 부채 대 자기자본 비율을 214% 로 가져옵니다. 총자산과 총부채는 각각 $6.2B 및 $4.6B 입니다.핵심 정보214.04%부채/자본 비율US$3.27b부채이자보상배율n/a현금US$4.16b자본US$1.53b총부채US$4.64b총자산US$6.16b최근 재무 건전성 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 21JLens Plans to Vote withhold on the Election of Select Cloudflare Board MembersOn May 20, 2026, JLens announced that Cloudflare, Inc. has a record of providing critical web services to high-threat sites that peddle violent extremism and terrorism, according to research from ADL (the Anti-Defamation League). JLens added that it plans to withhold on the election of select Cloudflare directors at the Company’s 2026 annual meeting based on what it views as a failure of Board oversight. According to JLens, Cloudflare’s continued service to high-risk customers, including websites associated with graphic violence, violent extremism, terrorism, and antisemitic hate, raises serious questions regarding whether the Board has implemented adequate controls to protect the Company and its shareholders from legal, regulatory, reputational, and operational risk.공시 • May 10Cloudflare, Inc. Expects to Reduce Workforce by Approximately 20%On May 7, 2026, Cloudflare, Inc. announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan, consisting primarily of cash expenditures for notice periods, severance payments, employee benefits and related costs of between $105 million and $110 million and non-cash expenses related to vesting of share-based awards of between $35 million and $40 million. The Company expects that the majority of the restructuring charges will be incurred in the second quarter of fiscal 2026, and that the execution of the Plan will be substantially complete by the end of the third quarter of fiscal 2026.공시 • May 08Cloudflare, Inc. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026Cloudflare, Inc. provided earnings guidance for the second quarter of fiscal 2026. For the second quarter, the company expects total revenue of $664.0 million to $665.0 million. For the year, the company expects total revenue of $2,805.0 million to $2,813.0 million.공시 • Apr 15Cloudflare, Inc. Launches Cloudflare MeshCloudflare, Inc. announced Cloudflare Mesh, the first private networking solution of its scale built for the rise of AI agents. By unifying AI agents, humans, and multicloud infrastructure into a single secure fabric, Cloudflare Mesh provides the networking backbone for organizations to build, deploy, and govern the next generation of AI applications. AI agents require deep access to private databases, internal APIs, and staging environments to be useful. Cloudflare Mesh represents a fundamental shift in how organizations manage AI. Beyond simple connectivity, Mesh serves as the foundation for agent identity. In a Mesh environment, every agent—like every human employee—carries a distinct identity. This allows security teams to write granular policies: for example, allowing a coding agent or sandbox to read a staging database while strictly preventing it from accessing production financial records. By integrating Mesh with the Cloudflare Developer Platform, including Workers, Workers VPC, and the Agents SDK, Cloudflare now offers the first end-to-end lifecycle for AI agents: Deploying private connectivity in minutes, not days: Cloudflare Mesh eliminates the complexity of cross-cloud networking, allowing developers to instantly bridge laptops, office hardware, and multi-cloud environments (AWS, GCP) into a single private fabric. Ensuring AI agents and infrastructure have secure access to private services: For the first time, organizations can create a cohesive network that is entirely walled off from the public Internet. By routing private IPs through Cloudflare’s massive global network, sensitive data—from cloud infrastructure to distributed devices and AI tools—remains encrypted, and invisible to external threats. Providing a full secure stack for AI agents: Cloudflare Mesh allows AI agents running on Cloudflare Workers to access entire private networks via Workers VPC bindings. Developers can now grant agents scoped access to private APIs and databases through simple code commands.공시 • Apr 14Cloudflare, Inc. to Report Q1, 2026 Results on May 07, 2026Cloudflare, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026재무 상태 분석단기부채: NET03 의 단기 자산 ( $4.7B )이 단기 부채( $2.4B ).장기 부채: NET03의 단기 자산($4.7B)이 장기 부채($2.2B)를 초과합니다.부채/자본 비율 추이 및 분석부채 수준: NET03 총 부채보다 더 많은 현금을 보유하고 있습니다.부채 감소: NET03의 부채 대비 자본 비율은 지난 5년 동안 48.8%에서 214%로 증가했습니다.대차대조표현금 보유 기간 분석과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.안정적인 현금 활주로: 수익성이 없는 NET03 현재의 플러스 무료 현금 흐름 수준을 유지한다면 3년 이상 충분한 현금 활주로를 보유하고 있습니다.예측 현금 활주로: NET03 은(는) 수익성이 없지만 잉여 현금 흐름이 긍정적이고 매년 56.7 %씩 성장하기 때문에 3년 이상 충분한 현금 활주로를 보유하고 있습니다.건전한 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 건실한 기업.View Dividend기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 20:31종가2026/05/25 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Cloudflare, Inc.는 54명의 분석가가 다루고 있습니다. 이 중 32명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Shrenik KothariBairdSaket KaliaBarclaysNithya BalasubramanianBernstein51명의 분석가 더 보기
공시 • May 21JLens Plans to Vote withhold on the Election of Select Cloudflare Board MembersOn May 20, 2026, JLens announced that Cloudflare, Inc. has a record of providing critical web services to high-threat sites that peddle violent extremism and terrorism, according to research from ADL (the Anti-Defamation League). JLens added that it plans to withhold on the election of select Cloudflare directors at the Company’s 2026 annual meeting based on what it views as a failure of Board oversight. According to JLens, Cloudflare’s continued service to high-risk customers, including websites associated with graphic violence, violent extremism, terrorism, and antisemitic hate, raises serious questions regarding whether the Board has implemented adequate controls to protect the Company and its shareholders from legal, regulatory, reputational, and operational risk.
공시 • May 10Cloudflare, Inc. Expects to Reduce Workforce by Approximately 20%On May 7, 2026, Cloudflare, Inc. announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan, consisting primarily of cash expenditures for notice periods, severance payments, employee benefits and related costs of between $105 million and $110 million and non-cash expenses related to vesting of share-based awards of between $35 million and $40 million. The Company expects that the majority of the restructuring charges will be incurred in the second quarter of fiscal 2026, and that the execution of the Plan will be substantially complete by the end of the third quarter of fiscal 2026.
공시 • May 08Cloudflare, Inc. Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026Cloudflare, Inc. provided earnings guidance for the second quarter of fiscal 2026. For the second quarter, the company expects total revenue of $664.0 million to $665.0 million. For the year, the company expects total revenue of $2,805.0 million to $2,813.0 million.
공시 • Apr 15Cloudflare, Inc. Launches Cloudflare MeshCloudflare, Inc. announced Cloudflare Mesh, the first private networking solution of its scale built for the rise of AI agents. By unifying AI agents, humans, and multicloud infrastructure into a single secure fabric, Cloudflare Mesh provides the networking backbone for organizations to build, deploy, and govern the next generation of AI applications. AI agents require deep access to private databases, internal APIs, and staging environments to be useful. Cloudflare Mesh represents a fundamental shift in how organizations manage AI. Beyond simple connectivity, Mesh serves as the foundation for agent identity. In a Mesh environment, every agent—like every human employee—carries a distinct identity. This allows security teams to write granular policies: for example, allowing a coding agent or sandbox to read a staging database while strictly preventing it from accessing production financial records. By integrating Mesh with the Cloudflare Developer Platform, including Workers, Workers VPC, and the Agents SDK, Cloudflare now offers the first end-to-end lifecycle for AI agents: Deploying private connectivity in minutes, not days: Cloudflare Mesh eliminates the complexity of cross-cloud networking, allowing developers to instantly bridge laptops, office hardware, and multi-cloud environments (AWS, GCP) into a single private fabric. Ensuring AI agents and infrastructure have secure access to private services: For the first time, organizations can create a cohesive network that is entirely walled off from the public Internet. By routing private IPs through Cloudflare’s massive global network, sensitive data—from cloud infrastructure to distributed devices and AI tools—remains encrypted, and invisible to external threats. Providing a full secure stack for AI agents: Cloudflare Mesh allows AI agents running on Cloudflare Workers to access entire private networks via Workers VPC bindings. Developers can now grant agents scoped access to private APIs and databases through simple code commands.
공시 • Apr 14Cloudflare, Inc. to Report Q1, 2026 Results on May 07, 2026Cloudflare, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026