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

NETCloudflare, Inc.

Mkt capRevenueRevenue

MRNAModerna, Inc.

Mkt capRevenueRevenue

Compare

NETCloudflare, Inc.

MRNAModerna, Inc.

Price

Mkt cap

Revenue

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

Save comparison

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

Desk News Calendar Saved

NETCloudflare, Inc.

267.73▼−4.62%

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

MRNAModerna, Inc.

223.31▲+0.72%

Regular sessionNov 2 '26

Mkt cap$88.5BRevenue$145MQ2 FY26Revenue$1.9BFY25

Compare

Regular sessionNov 2 '26

NETCloudflare, Inc.

MRNAModerna, Inc.

267.73▼−4.62%

Price

223.31▲+0.72%

$100.0B

Mkt cap

$88.5B

Q2 FY26$696M

Revenue

$145MQ2 FY26

FY25$2.2B

Revenue

$1.9BFY25

NET267.73▼−4.62%vsMRNA223.31▲+0.72%Regular sessionNov 2 '26

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

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 MRNA 12

MRKMerckcustomer

VRTXVertex Pharmaceuticalscustomer

PSNLPersonalissupplier

ABUSArbutus Biopharmasupplier

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

8 more · MRNA chain ›

Price

rebased to 0%

NET, solidMRNA, dashed