Cloudflare quarter net new ARR added

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Cloudflare quarter net new ARR added

JaminBall
05-03

$Cloudflare, Inc.(NET)$ 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

Image

YoY change in quarterly net new ARR

Image

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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pigone11
·05-03
Wow, great job on the amazing performance, Cloudflare!
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KennethLong
·05-03
#Cloudflare $NET
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