Cloudflare, Inc. (NET) vs Palo Alto Networks Inc (PANW)
Side-by-side comparison from SEC filings: latest annual financials, insider activity and institutional ownership.
| Metric | NET | PANW |
|---|---|---|
| Sector | Information Technology | Information Technology |
| Latest fiscal year | FY2025 | FY2026 |
| Revenue | $2.17B | $11.48B |
| Revenue growth (YoY) | ▲ 29.8% | ▲ 24.5% |
| Net income | -$102.27M | $307M |
| Gross margin | 74.5% | 70.4% |
| Diluted EPS | $-0.29 | $0.40 |
| Insider net (6 mo) | −167.7K sh • 64 sells • 0 buys | −240.6K sh • 24 sells • 0 buys |
| Institutional owners | 50 | 46 |
| Institutional value held | $51.85B | $158.51B |
| Next earnings (est.) | Oct 29, 2026 | Around Nov 18, 2026 |
Figures from each company's SEC filings (latest reported fiscal year; fiscal calendars may differ). Next-earnings dates are estimates from historical filing patterns.
About Cloudflare, Inc. (NET)
Cloudflare operates a global "Connectivity Cloud" that helps organizations secure, accelerate, and manage their applications, networks, and corporate infrastructure across on-premises, hybrid, cloud, and SaaS environments, replacing fragmented hardware-based… Read more →
About Palo Alto Networks Inc (PANW)
Palo Alto Networks, Inc., incorporated in 2005 and headquartered in Santa Clara, California, is a global cybersecurity provider offering comprehensive platforms and services to secure enterprise users, networks, clouds, and endpoints through AI- and… Read more →
Source: SEC EDGAR.