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) | −209.1K sh • 57 sells • 0 buys | +6.3K sh • 27 sells • 0 buys |
| Institutional owners | 64 | 63 |
| Institutional value held | $55.81B | $165.04B |
| Next earnings (est.) | Feb 9, 2027 | 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 cloud network that it describes as a "Connectivity Cloud," with a mission to help build a better Internet. Read more →
About Palo Alto Networks Inc (PANW)
Palo Alto Networks, Inc. is a global AI cybersecurity provider, incorporated in 2005 and headquartered in Santa Clara, California. Its stated mission is to be the cybersecurity partner of choice. Read more →
Source: SEC EDGAR.