MELI compared with NET: revenue, margins and what each company keeps, and the suppliers and customers both name

MELIMercadolibre Inc

Mkt capRevenueRevenue

NETCloudflare, Inc.

Mkt capRevenueRevenue

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MELIMercadolibre Inc

NETCloudflare, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Earnings history

last 4 reports each · paired by recencyMethod ›

MELI1 of 4 reports

0 of 1at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±6.4%▼−4.81%×0.75

NET1 of 4 reports

Reportimpliedrealized× implied

Q2 FY26—▲+5.57%—

= impliedMELI realized, solidNET realized, hatchedOne scale, both sides: full bar = 7%× = |realized| ÷ impliedSource: market data

MELIMercadolibre Inc

1,624.82▼−2.13%· post 1,626.00

Mkt cap$82.4BRevenue$10.2BQ2 FY26Revenue$28.9BFY25

NETCloudflare, Inc.

279.96▼−9.78%· post 281.10

ClosedOct 30 '26

Mkt cap$100.0BRevenue$696MQ2 FY26Revenue$2.2BFY25

Compare

ClosedOct 30 '26

MELIMercadolibre Inc

NETCloudflare, Inc.

1,624.82▼−2.13%post 1,626.00

Price

279.96▼−9.78%post 281.10

$82.4B

Mkt cap

$100.0B

Q2 FY26$10.2B

Revenue

$696MQ2 FY26

FY25$28.9B

Revenue

$2.2BFY25

MELI1,624.82▼−2.13%vsNET279.96▼−9.78%ClosedOct 30 '26