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Cloudflare First Quarter 2025 Earnings: Revenues Beat Expectations, EPS Lags
Cloudflare (NYSE:NET) First Quarter 2025 Results
Key Financial Results
- Revenue: US$479.1m (up 27% from 1Q 2024).
- Net loss: US$38.5m (loss widened by 8.2% from 1Q 2024).
- US$0.11 loss per share (further deteriorated from US$0.10 loss in 1Q 2024).
All figures shown in the chart above are for the trailing 12 month (TTM) period
Cloudflare Revenues Beat Expectations, EPS Falls Short
Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 39%.
Looking ahead, revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the IT industry in the US.
Performance of the American IT industry.
The company's shares are up 6.5% from a week ago.
Risk Analysis
Before we wrap up, we've discovered 1 warning sign for Cloudflare that you should be aware of.
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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
About NYSE:NET
Cloudflare
Operates as a cloud services provider that delivers a range of services to businesses worldwide.
High growth potential with excellent balance sheet.
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StevenM on Excellon Resources ·
Interesting analysis, but the price trajectory assumed for the baseline metals is problematic. These assumptions form the foundation for the entire case, and when compared against historical pricing, don’t appear to be grounded in any reasonable precedent. Even accounting for past commodity super-cycles, inflationary periods, or supply constraints, the forecasted pricing for gold, silver, zinc, and lead are well outside what history would suggest is plausible over comparable timeframes. That creates a fragile premise as the conclusions are driven by aggressive inputs rather than underlying market behavior that is realistic. The analysis would be materially stronger if the price assumptions were anchored to historical ranges and prior cycle peaks, with explicit rationale where the model intentionally departs from those patterns. As it stands, the trajectory feels more aspirational than analytical.
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