What move does the options market price into Cloudflare's report?

Implied ±10.7%, either direction.

NETNYSEServices-Prepackaged Software

Cloudflare, Inc. (NET) earnings date, market-implied expected move, and options open interest by expiry

279.96

−30.34 · −9.78%

post 281.10 +0.41%

Closed19:38 ET

Open300.11Volume5.0MMkt cap$100.0BEPS-0.58

Day272.44 – 303.5228%52-wk158.83 – 370.3558%

NET

Cloudflare, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±10.7%implied · report alone

250.68310.72

straddle ±12.9%

spot 280.70exp Nov 6ATM strike 280ATM straddle 42.52IV 136%

Oct 30 closereport share · term structure

Expected move

Inputs

Next report

Nov 5

after close · in 5 days

est.Q3 FY26

Calendar

Next report

Last report

+5.57%

shaded = implied · ▲▼ = realized

Aug 6 '26 · confirmed

Implied vs realized

Linked news

43dCHPT · customerChargePoint Just Gained 61% in a Month: Is It Too Late to Buy CHPT Stock Now?

News

Largest filed tie

13F top-10 QoQ

+0.72%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

1,234 managers

Top fund weight

0.65%

NET weight · FTC

N-PORTJul 31 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Cloudflare (NET) is expected to report on Nov 5 after close (estimated date).

Implied vs realized

1 report

—≥ implied

Q2 FY26Aug 6 '26confirmed—▲+5.57%—

quarterimplied−10%0+10%realized×

Q2 FY26—▲+5.57%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 9 expiries · Oct 28 close

0.53OI · 9 expiries · Oct 28 closeP/C open interest · Nov 6 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

1,953+26%Nov 66d3,670−1%

854+9%Nov 1313d1.45590+18%1.45

16,045+2%Nov 2020d0.9516,928+1%0.95

195—Nov 2727d1.56125—1.56

42+14%Dec 434d0.42100+6%0.42

4 later expiries

9,941+1%Dec 1848d0.9210,788+2%0.92

17,763+10%Jan 1576d0.73

ExpiryPutsCallsP/C

Nov 66d1,953+26%3,670−1%0.53

Nov 1313d854+9%590+18%1.45

Nov 2020d16,045+2%16,928+1%0.95

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

scenario · straddle±12.9%

Funds 4

FTC±0.1%

VUG±0.0%

VTI±0.0%

VT±0.0%

Dashed = straddleMethod Source: SEC filings · N-PORT · market data

Linked exposure

Revenue flow

as filedQ2 FY26

−24.42%as filednet margin · revenue +8.80% QoQ · +35.87% YoY

Revenue$696M+8.80%

Gross profit$500M71.76%+9.64%

Operating income−$206M−29.55%−231.80%

Pre-tax income−$168M−684.73%

Net income−$170M−24.42%−641.40%

Cost of revenue$197M+6.73%

Operating expenses$705M+36.25%

Tax$2M+33.75%

Other income$38M−6.99%

Source: SEC filings · standardized · QE Jun 30 '26 · bars = % of revenue

Revenue flow

Intraday

15m bars

Long dash = implied range · Oct 30 close · Hatch = extended hours · ▯ up · ▮ downSource: market data · 19:30 ET

Intraday

Event sensitivity

NFP ×2.03· ±5.0% vs ±2.4% · 10 releases

eventrelease day|move|up · n×base

NFPjobs report±5.0%4 of 10×2.03

CPIconsumer prices±4.5%6 of 11×1.82

PPIproducer prices±2.9%4 of 11×1.20

FOMCrate decision±2.8%14 of 24×1.15

CPROFcorporate profits±2.8%9 of 12×1.13

PCEpersonal income & outlays±2.7%11 of 19×1.11

GDPgross domestic product±2.4%13 of 19×1.00

Bar = avg |move| to ±5% · tick = ±2.4% avg day · ×base = |move| ÷ ±2.4% · min 6 releases

Earnings history

EPS -0.48 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 6 '26 · confirmed	-0.48	—
Q1 FY26	—	-0.07	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod