NET earnings & options Cloudflare, Inc.
Next reportOct 29, 2026
EPS estimate0.34
Options-implied moveThe size of the up-or-down move the options market is pricing for a stock by a given date, read from option prices (the at-the-money straddle). It is a market-implied estimate, not a forecast.
recorded at the close before the report
Hist. avg |reaction|12.5%
Median10.2%
Largest29.5%
Implied vs actual, past reports
Definitions →Solid bars: the actual two-session reaction around each report (signed value printed below). Amber outlines: the move options priced beforehand — recorded from August 2026 onward, so older reports show the actual only.
implied (when recorded)actual reaction
Report-by-report record
| Report date | EPS act / est | Revenue act / est | Reaction | Implied | IV30 before → after |
|---|---|---|---|---|---|
| Aug 06, 2026 | 0.29 / 0.27 | 696.06M / 664.67M | +2.5% | not recorded | — |
| May 07, 2026 | 0.25 / 0.23 | 639.75M / 620.83M | -21.1% | not recorded | — |
| Feb 10, 2026 | 0.28 / 0.27 | 614.51M / 591.34M | +9.0% | not recorded | — |
| Oct 30, 2025 | 0.27 / 0.23 | 562.03M / 544.65M | +11.4% | not recorded | — |
| Jul 31, 2025 | 0.21 / 0.18 | 512.32M / 501.27M | -0.4% | not recorded | — |
| May 08, 2025 | 0.16 / 0.16 | 479.09M / 469.28M | +8.7% | not recorded | — |
| Feb 06, 2025 | 0.19 / 0.18 | 459.95M / 452.05M | +15.5% | not recorded | — |
| Nov 07, 2024 | 0.20 / 0.18 | 430.08M / 424.14M | -1.4% | not recorded | — |
| Aug 01, 2024 | 0.20 / 0.14 | 401.00M / 394.11M | +2.5% | not recorded | — |
| May 02, 2024 | 0.16 / 0.13 | 378.60M / 373.24M | -15.5% | not recorded | — |
| Feb 08, 2024 | 0.15 / 0.12 | 362.47M / 353.11M | +29.5% | not recorded | — |
| Nov 02, 2023 | 0.16 / 0.10 | 335.60M / 330.53M | +17.2% | not recorded | — |
| Aug 03, 2023 | 0.10 / 0.07 | 308.49M / 305.55M | +8.4% | not recorded | — |
| Apr 27, 2023 | 0.08 / 0.03 | 290.18M / 307.00M | -21.0% | not recorded | — |
| Feb 09, 2023 | 0.06 / 0.05 | 274.70M / 274.07M | +3.5% | not recorded | — |
| Nov 03, 2022 | 0.06 / 0.00 | 253.86M / 250.62M | -17.7% | not recorded | — |
Reaction = close before the report date to the close of the session after it (report timing is not published by the source; this two-session window contains the reaction either way). Implied moves are recorded live before each report from August 2026 onward — never reconstructed. Earnings data: Financial Modeling Prep.