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

NETCloudflare, Inc.

Mkt capRevenueRevenue

MELIMercadolibre Inc

Mkt capRevenueRevenue

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NETCloudflare, Inc.

MELIMercadolibre Inc

Price

Mkt cap

Revenue

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

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Revenue flow

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

Price

Supply-chain overlap

Revenue flow

NET: latest quarter is a loss; flow not drawable.Method ›

Price

rebased to 0%

NET, solidMELI, dashed

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only NET 5

CHPTChargePointcustomer

LCFYLocafycustomer

—JD Cloudunlistedsupplier

—Kiwi Farmsunlistedcustomer

1 more · NET chain ›

Shared 0

No shared counterparties.

Only MELI 8

AAPLApple TV+supplier

NFLXNetflixsupplier

DISDisney+supplier

WBDHBO Maxsupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

4 more · MELI chain ›

NETCloudflare, Inc.

279.96▼−9.78%· post 281.10

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

MELIMercadolibre Inc

1,624.82▼−2.13%· post 1,626.00

ClosedOct 30 '26

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

Compare

ClosedOct 30 '26

NETCloudflare, Inc.

MELIMercadolibre Inc

279.96▼−9.78%post 281.10

Price

1,624.82▼−2.13%post 1,626.00

$100.0B

Mkt cap

$82.4B

Q2 FY26$696M

Revenue

$10.2BQ2 FY26

FY25$2.2B

Revenue

$28.9BFY25

NET279.96▼−9.78%vsMELI1,624.82▼−2.13%ClosedOct 30 '26