Cloudflare, Inc. (NET) Q2 2026 Earnings Call Transcript

Cloudflare, Inc. ( NET ) Q2 2026 Earnings Call August 6, 2026 5:00 PM EDT

Company Participants Philip Winslow - Vice President of Strategic Finance, Treasury and Investor Relations Matthew Prince - Co-Founder, Co-Chairman & CEO Thomas Seifert - Chief Financial Officer

Conference Call Participants Saket Kalia - Barclays Bank PLC, Research Division Matthew Hedberg - RBC Capital Markets, Research Division Sanjit Singh - Morgan Stanley, Research Division Gabriela Borges - Goldman Sachs Group, Inc., Research Division Fatima Boolani - Citigroup Inc., Research Division Jonathan Ho - William Blair & Company L.L.C., Research Division Adam Borg - Stifel, Nicolaus & Company, Incorporated, Research Division Ryan MacWilliams Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division

Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to Cloudflare's Second Quarter 2026 Earnings Conference Call.

I would now like to turn the conference over to Phil Winslow. Phil, please go ahead.

Philip Winslow Vice President of Strategic Finance, Treasury and Investor Relations Thank you for joining us today to discuss Cloudflare's financial results for the second quarter of 2026. With me on the call, we have Matthew Prince, Co-Founder and CEO; Michelle Zatlyn, Co-Founder and President; and Thomas Seifert, CFO.

By now, everyone should have access to our earnings announcement. This announcement as well as our supplemental financial information may be found on our Investor Relations website.

As a reminder, we will be making forward-looking statements during today's discussion, including, but not limited to, our customers, vendors and partners, operations and future financial performance, our anticipated product launches and the timing and market potential of those products, our anticipated future financial and operating performance and our expectations regarding future macroeconomic conditions. These statements and other comments are not guarantees of future performance and are subject to risks and uncertainty, much of which is beyond our control. Our actual results may differ significantly from those projected or suggested