Cloudflare Q4 EPS Beats; $614.5 M Revenue Tops Forecasts, Guidance Raised
Cloudflare reported Q4 adjusted EPS of $0.28, topping estimates by 2.04%, and revenue of $614.5 million, up 34% year-over-year and 4.1% above forecasts. The company raised its full-year sales outlook above analyst projections, citing accelerated demand for AI-driven cloud services.
1. Q4 Earnings and Revenue Beat
Cloudflare delivered adjusted earnings of $0.28 per share for the quarter ended December 2025, surpassing the $0.27 estimate and rising from $0.19 a year earlier. Revenue reached $614.51 million, a 34% increase from the prior year and 4.1% above expectations, despite shares down roughly 11.9% year-to-date.
2. Full-Year Outlook Lifted on AI Demand
Management raised its full-year sales forecast above analysts’ projections, attributing the upgrade to strong uptake of AI-enabled cloud offerings. This upbeat guidance reflects confidence in continued growth from AI-driven network and security services through the current fiscal year.