Earnings call briefThird-quarter 2026
Cloudflare now expects GAAP profit in the fourth quarter, earlier than planned
Cloudflare expects fourth-quarter operating income of $156 million to $157 million and full-year operating income of $462 million to $463 million.
GetSignal Cloudflare NET
Cloudflare said on its third-quarter call that it expects GAAP profitability in the fourth quarter, significantly earlier than its Investor Day outlook of reaching it by 2028 at the latest. Cloudflare also expects diluted net income per share of $0.43 in the fourth quarter, assuming approximately 379 million shares outstanding.
Quotes from the call
“We also expect to achieve GAAP profitability in the fourth quarter, significantly earlier as compared to our outlook from this year's Investor Day to reach this milestone at the latest by 2028.”
Key facts from the call
- Fourth-quarter operating income outlook
- $156 million to $157 million
- Full-year 2026 operating income outlook
- $462 million to $463 million
- Fourth-quarter diluted EPS outlook
- $0.43
- Full-year 2026 diluted EPS outlook
- $1.35
Source: Cloudflare's third-quarter 2026 earnings call, November 5, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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