Cloudflare: 3 Key Takeaways for Long-Term Investors

On its third-quarter 2026 earnings call, held on Nov. 5, 2026, Cloudflare (NYSE:NET) announced its fastest quarterly revenue growth in nearly four years. Quarterly revenue rose 39% year over year to $782.5 million. Enterprise customer growth and expanding software usage are widening profit margins. Three things management said stand out.

Management replaced its sales chief to improve execution as corporate deals grow larger. The company wants sales teams to spend more face-to-face time with prospective buyers to shorten contract-signing times.

Because massive web traffic flows through its network, Cloudflare spots software bugs before researchers announce them publicly. This early warning system allows the company to protect clients pre-emptively, driving broader corporate adoption.

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