Cloudflare (XSWX:NET) Change In Receivables: CHF-112 Mil (TTM As of Mar. 2026)


XSWX:NET Cloudflare Inc XSWX:NET
78 GF Score
Price CHF195.52
GF Value CHF142.50
! 3 Warning Signs
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What is Cloudflare Change In Receivables?

Cloudflare XSWX:NET 78 Change In Receivables is CHF-112 Mil as of Mar. 2026. GuruFocus rates XSWX:NET with a GF Score™ of 78/100 and a GF Value™ of CHF142.50. The stock has 3 warning signs investors should review.

Cloudflare's change in receivables for the quarter that ended in Mar. 2026 was CHF1 Mil. It means Cloudflare's Accounts Receivable declined by CHF1 Mil from Dec. 2025 to Mar. 2026 .

Cloudflare's change in receivables for the fiscal year that ended in Dec. 2025 was CHF-85 Mil. It means Cloudflare's Accounts Receivable increased by CHF85 Mil from Dec. 2024 to Dec. 2025 .

Cloudflare's Accounts Receivable for the quarter that ended in Mar. 2026 was CHF380 Mil.

Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed. Cloudflare's Days Sales Outstanding for the three months ended in Mar. 2026 was 54.14.

In Ben Graham's calculation of liquidation value, Apple Inc's Accounts Receivable are only considered to be worth 75% of book value. Cloudflare's liquidation value for the three months ended in Mar. 2026 was CHF-189 Mil.

Cloudflare  (XSWX:NET) Change In Receivables Explanation

1. Accounts Receivable are created when a customer has received a product but has not yet paid for that product. Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed.

Cloudflare's Days Sales Outstanding for the quarter that ended in Mar. 2026 is calculated as:

Days Sales Outstanding
=Accounts Receivable/Revenue*Days in Period
=379.586/639.755*91
=54.14

2. In Ben Graham's calculation of liquidation value, Cloudflare's accounts receivable are only considered to be worth 75% of book value:

Cloudflare's liquidation value for the quarter that ended in Mar. 2026 is calculated as:

Liquidation Value
=Cash, Cash Equivalents, Marketable Securities-Total Liabilities+(0.75 * Accounts Receivable)+(0.5 * Total Inventories)
=4163.878-4637.269+0.75 * 379.586+0.5 * 0
=-189

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Cloudflare Change In Receivables Related Terms

Cloudflare Change In Receivables Historical Data

* Premium members only.

The historical data trend for Cloudflare's Change In Receivables can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Cloudflare Change In Receivables Chart

Cloudflare Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Change In Receivables
Get a 7-Day Free Trial Premium Member Only Premium Member Only -38.39 -58.41 -116.11 -84.05 -85.10

Cloudflare Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Change In Receivables Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 27.74 -31.02 -50.72 -31.11 0.77
XSWX:NET
78GF Score
Cloudflare Inc XSWX:NET
Change In Receivables is just one metric. See GF Score™, valuation, warning signs, and more.
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Cloudflare Change In Receivables Calculation

Change In Accounts Receivable relative to the previous period. It is any increase or decrease in the cash a company is owed by its customers.

Change In Receivables for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was CHF-112 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Change In Receivables →
What does a Change In Receivables of CHF-112 Mil mean?
Cloudflare (XSWX:NET) has a Change In Receivables of CHF-112 Mil as of Mar. 2026. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Cloudflare and its competitors.
Is Cloudflare's Change In Receivables too high?
Cloudflare's current Change In Receivables is CHF-112 Mil. Overall, Cloudflare has a GF Score™ of 78/100, reflecting its overall financial health beyond just this single metric.
How does Cloudflare's Change In Receivables compare to ?
Cloudflare's Change In Receivables of CHF-112 Mil can be compared against companies in the Software industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Change In Receivables for a Software company?
A good Change In Receivables depends on the Software industry context. However, Change In Receivables should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Change In Receivables mean?
A high Change In Receivables can signal that a stock is expensive relative to its fundamentals. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Cloudflare and its competitors. Cloudflare's current Change In Receivables is CHF-112 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Cloudflare stock overvalued right now?
Cloudflare (XSWX:NET) has a current Change In Receivables of CHF-112 Mil. The stock's GF Value™ is CHF142.50, compared to a current price of CHF195.52 — trading 37.2% above its estimated fair value. The current Change In Receivables is CHF-112 Mil. Cloudflare's overall GF Score™ is 78/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Change In Receivables calculated?
Change In Receivables is calculated from a company's financial statements. For Cloudflare (XSWX:NET), the current Change In Receivables is CHF-112 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Cloudflare (XSWX:NET) Overvalued in 2026?

Based on GuruFocus' analysis, Cloudflare stock appears to be overvalued. The current stock price of CHF195.52 is trading 37.2% above its estimated GF Value™ of CHF142.50.

Key valuation signals for XSWX:NET:

  • Change In Receivables: CHF-112 Mil
  • GF Value™: CHF142.50 vs. price of CHF195.52 (37.2% above fair value)
  • GF Score™: 78/100 with 3 warning signs

No single metric tells the full story. See the XSWX:NET stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Cloudflare Business Description

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Address 101 Townsend Street, San Francisco, CA, USA, 94107
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, builds on this infrastructure by enabling clients to deploy and run code without the need to manage or maintain servers.
78GF Score

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Change In Receivables is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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Price
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GF Value