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Cloudflare, Inc.

NETNYSEServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 9/30268% above fair value
$265.17−15.53 (-5.53%)

Close on Nov 2, 2026Market cap $94.42BP/E –Yield –

Cloudflare Deferred contract acquisition costs by Quarter

Deferred contract acquisition costs (capitalized sales commissions) — noncurrent ($M)

QuarterlyAnnual

Cloudflare Deferred contract acquisition costs: $241M in Q2 2026, up 30.8% from a year earlier. That is the highest of the 35 quarters on record here.

Latest, Q2 2026
241
Period ended Jun 30, 2026
Change on a year earlier
+30.8%
184 in Q2 2025
History
35 quarters
Since Q4 2016
Sources
21
Documents cited below

Where the Q2 2026 figure comes from

Source: Cloudflare SEC Form 10-Q (0001477333-26-000054) ↗

Incremental sales commissions capitalized under ASC 340-40 ($240.5M noncurrent balance at Q2 2026)

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedDeferred contract acquisition costs (capitalized sales commissions) — noncurrent ($M)Year on yearSource
Q2 2026Jun 30, 2026241+30.8%Cloudflare SEC Form 10-Q (0001477333-26-000054) ↗
Q1 2026Mar 31, 2026226+29.2%Cloudflare SEC Form 10-Q (0001477333-26-000054) ↗
Q4 2025Dec 31, 2025220+27.5%Cloudflare SEC Form 10-Q (0001477333-26-000054) ↗
Q3 2025Sep 30, 2025194+27.3%Cloudflare SEC Form 10-Q (0001477333-25-000141) ↗
Q2 2025Jun 30, 2025184+27.4%Cloudflare SEC Form 10-Q (0001477333-26-000054) ↗
Q1 2025Mar 31, 2025175+26.9%Cloudflare SEC Form 10-Q (0001477333-26-000054) ↗
Q4 2024Dec 31, 2024172+29.3%Cloudflare SEC Form 10-Q (0001477333-26-000054) ↗
Q3 2024Sep 30, 2024152+32.3%Cloudflare SEC Form 10-Q (0001477333-25-000141) ↗
Q2 2024Jun 30, 2024144+34.2%Cloudflare SEC Form 10-Q (0001477333-25-000141) ↗
Q1 2024Mar 31, 2024138+39.7%Cloudflare SEC Form 10-Q (0001477333-25-000137) ↗
Q4 2023Dec 31, 2023133+43.1%Cloudflare SEC Form 10-K (0001477333-26-000016) ↗
Q3 2023Sep 30, 2023115+32.0%Cloudflare SEC Form 10-Q (0001477333-24-000085) ↗
Q2 2023Jun 30, 2023108+33.2%Cloudflare SEC Form 10-Q (0001477333-24-000085) ↗
Q1 2023Mar 31, 202398.4+29.0%Cloudflare SEC Form 10-Q (0001477333-24-000070) ↗
Q4 2022Dec 31, 202293.1+32.4%Cloudflare SEC Form 10-K (0001477333-26-000016) ↗
Q3 2022Sep 30, 202287.3+41.7%Cloudflare SEC Form 10-Q (0001477333-23-000064) ↗

Breakdown

What makes up deferred contract acquisition costs

Cite this data

StockData. (2026). Cloudflare Deferred contract acquisition costs ($M), quarterly Q4 2016–Q2 2026 [Data set]. Compiled from Cloudflare SEC filings and investor materials. https://stockdatahq.com/stocks/net/kpis/dac-noncurrent

See every metric in the Cloudflare KPI table. Data updated Nov 1, 2026.