NET · Q3 revenue +39% YoY to $782.5M

Cloudflare reported Q3 2026 revenue of $782.5M (+39% YoY), above the $739.7M consensus, and non-GAAP EPS of $0.38, above the $0.34 consensus. The company raised its full-year revenue guidance to $2.963B-$2.964B and non-GAAP EPS to $1.35, while also announcing the appointment of Christian Smith as President of Revenue. Revenue growth accelerated to 39% from 34% in Q1 2026, the fastest in nearly four years, and non-GAAP operating margin expanded to 17.5% from 15.3% a year ago.

• Q3 2026 revenue of $782.5M, +39% YoY, above $739.7M consensus
• Non-GAAP EPS of $0.38, above $0.34 consensus
• Full-year FY2026 revenue guidance raised to $2.963B-$2.964B
• Full-year FY2026 non-GAAP EPS guidance raised to $1.35