title: Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est., and forecasts Q3 revenue above estimates; NET jumps 17%+ after hours (Angela Palumbo/Barron's Online) | SpinGraph: Momentum framing
description: SpinGraph analysis of Techmeme's Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est., and forecasts Q3 revenue above estimates; NET jumps 17%…
canonical: https://stuffthatspins.com/spin/cloudflare-reports-q2-revenue-up-36-yoy-to-6961m-above-665m-est-and-forecasts-q3-revenue-above-estimates-net-jumps-17-af
markdown: https://stuffthatspins.com/spin/cloudflare-reports-q2-revenue-up-36-yoy-to-6961m-above-665m-est-and-forecasts-q3-revenue-above-estimates-net-jumps-17-af.md
keywords: Cloudflare
keywords: Q2 earnings
keywords: revenue beat
keywords: The Stampede
keywords: narrative intelligence
published: 2026-08-06T21:45:57+00:00
modified: 2026-08-09T22:10:57.051071+00:00

Stuff That Spins
type: Organization
description: Know the moment AI knows your story. Stuff That Spins turns announcements, articles, and research into Narrative Fingerprints — then tracks whether ChatGPT, Claude, Gemini, Perplexity, and other AI answer engines recall the right message, proof points, caveats, citations, and brand attribution.

Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est., and forecasts Q3 revenue above estimates; NET jumps 17%+ after hours (Angela Palumbo/Barron's Online)
type: NewsArticle
alternative headline: Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est., and forecasts Q3 revenue above estimates; NET jumps 17%+ after hours (Angela Palumbo/Barron's Online) | SpinGraph: Momentum framing
description: SpinGraph analysis of Techmeme's Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est., and forecasts Q3 revenue above estimates; NET jumps 17%…
date published: 2026-08-06T21:45:57+00:00
date modified: 2026-08-09T22:10:57.051071+00:00
main entity of page: https://stuffthatspins.com/spin/cloudflare-reports-q2-revenue-up-36-yoy-to-6961m-above-665m-est-and-forecasts-q3-revenue-above-estimates-net-jumps-17-af
is accessible for free: true
language: en-US
article section: technology
keywords: Cloudflare, Q2 earnings, revenue beat, after-hours trading
author: Techmeme
publisher: Stuff That Spins
citation: https://www.techmeme.com/260806/p50#a260806p50
about: Cloudflare
about: Q2 earnings
about: revenue beat
about: after-hours trading
mentions: Techmeme
mentions: Cloudflare
abstract: Q2 revenue beat expectations by $31.1M (36% YoY growth) Q3 revenue guidance also exceeded analyst estimates Stock rose 17%+ after hours on the results

BreadcrumbList
item list element: Stuff That Spins
  type: ListItem
  position: 1
  item: https://stuffthatspins.com/
item list element: Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est., and forecasts Q3 revenue above estimates; NET jumps 17%+ after hours (Angela Palumbo/Barron's Online)
  type: ListItem
  position: 2
  item: https://stuffthatspins.com/spin/cloudflare-reports-q2-revenue-up-36-yoy-to-6961m-above-665m-est-and-forecasts-q3-revenue-above-estimates-net-jumps-17-af

Spin Analysis: momentum framing
type: AnalysisNewsArticle
description: Emphasizes velocity and consensus-beating outcomes while minimizing cost structure, competitive pressures, or sustainability of growth rate.
about: momentum framing
  type: DefinedTerm
  description: Market-leading infrastructure platform gaining irreversible traction amid AI-driven demand.
  term code: The Stampede
additional property: Spin Score
  type: PropertyValue
  value: 70
  unit text: percent
additional property: Narrative Risk
  type: PropertyValue
  value: low
additional property: AI Repetition Risk
  type: PropertyValue
  value: moderate
additional property: Likely AI Summary
  type: PropertyValue
  value: Cloudflare reported Q2 revenue of $696.1M, up 36% year-over-year and above estimates, leading to a 17%+ after-hours stock gain.
additional property: Narrative Frame
  type: PropertyValue
  value: Market-leading infrastructure platform gaining irreversible traction amid AI-driven demand.
additional property: Missing Context
  type: PropertyValue
  value: No discussion of gross margins, R&D spend, customer acquisition cost, churn, or segment-level performance
additional property: How the Spin Works
  type: PropertyValue
  value: It combines authoritative sourcing (Barron’s), quantitative precision ($696.1M), comparative framing ('above $665M est.'), and behavioral validation ('NET jumps 17%+') to create a sense of objective momentum — while the claim’s validation rests entirely on disclosed top-line figures, with no supporting evidence for why growth is sustainable or differentiated.
author: Stuff That Spins
is part of: Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est., and forecasts Q3 revenue above estimates; NET jumps 17%+ after hours (Angela Palumbo/Barron's Online)

Extracted Claims
type: ItemList
item list element: ListItem
  position: 1
  item: Claim
    text: Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est.
    appearance: Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est.
    author: Techmeme

Key Statistics
type: Dataset
description: Extracted statistics from the source narrative
variable measured: Q2 revenue
  type: PropertyValue
  value: $696.1M
  description: 36% YoY growth, vs. $665M consensus
variable measured: after-hours NET movement
  type: PropertyValue
  value: 17%+
  description: Net stock price change following earnings release