Cloudflare, Inc. (NET) vs Super Micro Computer, Inc.(SMCI)
Side-by-side comparison from SEC filings: latest annual financials, insider activity and institutional ownership.
| Metric | NET | SMCI |
|---|---|---|
| Sector | Information Technology | Information Technology |
| Latest fiscal year | FY2025 | FY2025 |
| Revenue | $2.17B | $21.97B |
| Revenue growth (YoY) | ▲ 29.8% | ▲ 46.6% |
| Net income | -$102.27M | $1.05B |
| Gross margin | 74.5% | 11.1% |
| Diluted EPS | $-0.29 | $1.68 |
| Insider net (6 mo) | −205.1K sh · 72 sells · 0 buys | −593.0K sh · 0 sells · 0 buys |
| Institutional owners | 50 | 40 |
| Institutional value held | $51.85B | $12.35B |
| Next earnings (est.) | Oct 29, 2026 | Around Oct 22, 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 s
About Super Micro Computer, Inc. (SMCI)
Super Micro Computer, Inc. (SMCI) is a Silicon Valley-based provider of accelerated compute platforms, offering application-optimized, high-performance and high-efficiency server and storage systems for markets including enterprise data centers, cloud computin
Source: SEC EDGAR.