[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-cloudflare-q1-2026-revenue-jumps-34-to-6398m-en":3,"article-related-cloudflare-q1-2026-revenue-jumps-34-to-6398m-en":30,"series-industry-3e305fe1-a76c-42c7-880b-1c161a870102":75},{"id":4,"slug":5,"title":6,"content":7,"summary":8,"source":9,"source_url":10,"author":11,"image_url":12,"cover_image":12,"category":13,"language":14,"translated_content":11,"related_article_id":15,"keywords":16,"key_takeaways":22,"views":26,"created_at":27,"published_at":28,"topic_cluster_id":29},"3e305fe1-a76c-42c7-880b-1c161a870102","cloudflare-q1-2026-revenue-jumps-34-to-6398m-en","Cloudflare Q1 2026 revenue jumps 34% to $639.8M","\u003Cp data-speakable=\"summary\">\u003Ca href=\"\u002Ftag\u002Fcloudflare\">Cloudflare\u003C\u002Fa> posted 34% Q1 2026 revenue growth as enterprise demand and cash flow improved.\u003C\u002Fp>\u003Cp>Cloudflare reported first-quarter 2026 revenue of $639.8 million, up 34% year over year, alongside 34% growth in current remaining performance obligations. The results point to a business that is still expanding through contracted demand, larger customer adoption, and stronger cash generation, not just a one-quarter spike.\u003C\u002Fp>\u003Ctable>\u003Cthead>\u003Ctr>\u003Cth>項目\u003C\u002Fth>\u003Cth>數值\u003C\u002Fth>\u003C\u002Ftr>\u003C\u002Fthead>\u003Ctbody>\u003Ctr>\u003Ctd>Q1 2026 revenue\u003C\u002Ftd>\u003Ctd>$639.8 million\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Revenue growth\u003C\u002Ftd>\u003Ctd>34% YoY\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Current remaining performance obligations\u003C\u002Ftd>\u003Ctd>34% YoY growth\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Customers over $100,000 ARR\u003C\u002Ftd>\u003Ctd>4,416\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Dollar-based net retention\u003C\u002Ftd>\u003Ctd>118%\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Remaining performance obligations\u003C\u002Ftd>\u003Ctd>$2.54 billion\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>Free cash flow\u003C\u002Ftd>\u003Ctd>$84.1 million\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch2>What changed\u003C\u002Fh2>\u003Cp>Cloudflare’s latest quarter showed that the company is gaining more traction with larger enterprises. Paying customers generating more than $100,000 in annualized revenue rose to 4,416 from 3,527 a year earlier, while dollar-based net retention held at 118%, a sign that existing customers are still expanding usage after the initial sale.\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782134259034-f4wo.png\" alt=\"Cloudflare Q1 2026 revenue jumps 34% to $639.8M\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>Several operating metrics backed up the \u003Ca href=\"\u002Fnews\u002Fgenpact-growth-story-built-on-bpo-scale-en\">growth story\u003C\u002Fa>:\u003C\u002Fp>\u003Cul>\u003Cli>Revenue increased 34% to $639.8 million.\u003C\u002Fli>\u003Cli>Current remaining performance obligations also grew 34%.\u003C\u002Fli>\u003Cli>Remaining performance obligations reached $2.54 billion.\u003C\u002Fli>\u003Cli>64% of that backlog is expected to convert within 12 months.\u003C\u002Fli>\u003Cli>Operating cash flow rose to $158.3 million.\u003C\u002Fli>\u003Cli>Free cash flow improved to $84.1 million, or 13% of revenue.\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Margin trends were less clean. GAAP gross margin fell to 71.2% from 75.9% a year earlier, while non-GAAP operating margin slipped to 11.4% from 11.7%. Even so, the cash numbers suggest Cloudflare is still funding growth from a stronger base than in prior periods.\u003C\u002Fp>\u003Ch2>Why it matters\u003C\u002Fh2>\u003Cp>For developers and enterprise buyers, the quarter reinforces that Cloudflare is more than a single security product. Its network now spans security, application delivery, zero-trust access, \u003Ca href=\"\u002Ftag\u002Fdeveloper-tools\">developer tools\u003C\u002Fa>, traffic management, and other workloads, which gives customers a reason to consolidate more spend on one platform.\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782134264542-w92t.png\" alt=\"Cloudflare Q1 2026 revenue jumps 34% to $639.8M\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>That matters because platform consolidation can improve sales efficiency and deepen switching costs. If large customers keep adding products across the same network, Cloudflare can grow contracted revenue, raise utilization across its infrastructure, and improve free cash flow without relying only on new logo wins.\u003C\u002Fp>\u003Cp>The bigger investor question is whether Cloudflare can keep pairing 30%-plus growth with disciplined execution. The company is still posting GAAP operating losses, so the market will watch whether margin pressure eases as enterprise adoption broadens and backlog converts into revenue.\u003C\u002Fp>\u003Cp>Cloudflare’s story is now less about one security category and more about whether it can become the control layer enterprises use across users, apps, and networks.\u003C\u002Fp>","Cloudflare’s Q1 2026 showed enterprise platform strength: revenue rose 34% to $639.8M, with stronger large-customer growth and cash flow.","news.alphastreet.com","https:\u002F\u002Fnews.alphastreet.com\u002Fcloudflare-net-has-a-connectivity-cloud-platform-bigger-than-a-single-product-security-story\u002Famp\u002F",null,"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1782134259034-f4wo.png","industry","en","f7b1eeca-bc01-4932-84be-be60c880289d",[17,18,19,20,21],"Cloudflare","Q1 2026","enterprise software","network security","free cash flow",[23,24,25],"Revenue rose 34% to $639.8 million in Q1 2026, matching 34% growth in current remaining performance obligations.","Customers with more than $100,000 in annualized revenue climbed to 4,416, and net retention stayed at 118%.","Free cash flow improved to $84.1 million even as Cloudflare kept investing, supporting the broader platform thesis.",0,"2026-06-22T13:17:17.448608+00:00","2026-06-22T13:17:17.44+00:00","e63df91b-385f-44c9-b3f6-44a1a0e4b505",{"tags":31,"relatedLang":34,"relatedPosts":38},[32],{"name":17,"slug":33},"cloudflare",{"id":15,"slug":35,"title":36,"language":37},"cloudflare-q1-2026-revenue-jumps-34-to-6398m-zh","Cloudflare Q1 2026 營收增34%至6.398億美元","zh",[39,45,51,57,63,69],{"id":40,"slug":41,"title":42,"cover_image":43,"image_url":43,"created_at":44,"category":13},"9882c561-4e42-4ef8-81cb-9118031de662","micron-anthropic-memory-ai-infrastructure-deal-en","Micron’s Anthropic deal turns memory into 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