NET Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis

## Chapters 0:00 The Cloudflare Story 3:59 Earnings Overview Cloudflare just reported Q1 2026 earnings — eps misses estimates. The mixed results raise questions — here's our full breakdown of what it means for NET. 🔔 Subscribe for weekly deep dives on every Russell 1000 earnings report: https://www.youtube.com/@ChargedAlpha?sub_confirmation=1 📊 Key Financial Highlights: • Revenue: $640M vs $622M expected (+2.9% beat) • EPS: $-0.07 vs $-0.05 expected (+40.0% miss) • Gross Margin: 71.2% • Free Cash Flow: $520M TTM 📈 Free stock screening tools — no signup, no paywall: https://chargedalpha.com 🎧 Also available as a podcast: https://chargedalpha.podbean.com #stocks #NET #earnings #stocks #investing #stockmarket #earningsseason #wallstreet #Cloudflare --- Financial data and charts: Financial Modeling Prep (https://financialmodelingprep.com) ⚖️ Disclaimer: This video is for informational and educational purposes only. Nothing discussed constitutes a buy, sell, or hold recommendation. All investments carry risk. Past performance does not guarantee future results. Always do your own research and consult a qualified financial advisor. Hosts may hold positions in securities discussed. This episode was researched, written, and produced using AI-assisted tools. Data sourced from public filings and may contain inaccuracies. Watch on YouTube: https://www.youtube.com/watch?v=xPjrmKQIdrU