NET — Stock Film
STOCK FILMSCENE 1/11NET · $273
Stock Expert AI presents
NET
Cloudflare, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Cloudflare, Inc. A quick introduction.

On the stock market since 2019, it operates in the world of technology. It has 5,156 employees. Now — the numbers.

on the stock market since 2019
5,156 employees
$97B market value
Revenue last year:
$0
The loss that same year:
$0
Sales don’t cover the costs; the gap drains from the cash pile every year.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

THE SALES TREND
Sales are growing, year after year.

Average growth of 35% a year over the last 4 years. Red columns mark years that ended in a loss.

$656.4M
2021
$975.2M
2022
$1.3B
2023
$1.7B
2024
$2.2B
2025
In the vault right now:
$0
DEBT: $3.7B
At this pace, that money lasts about 40.1 years.

Before the clock runs out, either sales must climb sharply or new money must come in. For now, time is on the company’s side.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
47
weak

Clearly below the class average.

FINANCIAL STRENGTH
10
very weak

Clearly below the class average.

VALUATION
31
very weak

Clearly below the class average.

GROWTH
65
strong

Clearly above the class average — a step short of the very top.

PRICE MOMENTUM
88
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 4 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking10/10
Heavy investment in the future10/10
Few are betting against it10/10
WEAK SPOTS
Executives aren’t buying3/10
WORTH WATCHING

Executive Buying: The trades send no strong signal of confidence.

THE FIVE-YEAR JOURNEY
Bumpy, but the direction is up.

The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 3 years, sales grew about 31% a year on average.

2
THE BRIGHT SIDE · 2/3
Sales are holding up

The company sells $2.2B a year; the problem isn’t sales — it’s costs running above that number.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
The losses continue

A loss of $102.3M against $2.2B in annual sales.

2
THE RISKS · 2/2
Executives lean toward selling

Over the last 12 months, executives reported 811 sells against just 92 buys. Not an alarm bell by itself, but a number worth watching.

FINALE · THE GRADE
F
0 / 100 · MoonshotScore

On our five-subject report card, NET sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: NET has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

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This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film