Cloudflare quarter net new ARR added
$Cloudflare, Inc.(NET)$ quarter:
- $379m rev (+30% YoY) vs $373m consensus (2% beat)
- $394m next Q guidance vs $393m consensus
- Held full year guide constant
- 115% Dollar based net retention
- 40 months GM adj. CAC payback
- 78% GM
- 9% FCF Margin
Quarterly net new ARR added below
YoY change in quarterly net new ARR
Strong Q for NET, with RPO growth accelerating to 40% YoY. DBNR has stabilized at 115%
https://twitter.com/jaminball/status/1786174195241787426
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- winky9·05-03Wow, great job on the amazing performance, Cloudflare!LikeReport
- glowzi·05-03#Cloudflare $NETLikeReport