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Cloudflare shares jumped 14% in late trading after the company reported third-quarter revenue of $782.5 million, a 39% year-over-year increase. Adjusted earnings per share reached 38 cents, beating analyst expectations of 34 cents. The firm raised its 2026 revenue guidance to $2.963 billion to $2.964 billion, significantly above Wall Street forecasts.
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Summary by ByteBrief

Cloudflare reports Q3 revenue up 39% YoY to $782.5M, above $737.2M est., a $34.1M net loss, and lifts its FY 2026 guidance; NET jumps 14%+ after hours (Elias Schisgall/Wall Street Journal)

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