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NET Cloudflare
Cybersecurity · NYSE · 한국어 페이지
CDN, DDoS protection and zero trust. Security is only part of revenue.
Current-quarter revenue estimate
Quarter ending Sep 2026 · reports Nov 5, 2026
Our estimate
$757M
$746M–$768M
vs a year ago
+35%
vs consensus
+2.5%
High confidence · within ±5% in 12 of 12 backtested quarters, average error 0.9%. Model: company guidance adjusted by its historical beat rate.
Industry flow
Ransomware victims disclosed (global, monthly) · to Sep 2026
+79%last 3 months vs a year earlier
No company-specific flow — this is an industry-wide flow for context.
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Ransomware victims disclosed (global, monthly) public ransomware leak-site counts | End demand | D Weak link | 0.11 · leads 2Q | Sep 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.