What Cloudflare's FY2025 10-K says: 12 signals
Cloudflare filed its latest 10-K with the SEC on Apr 29, 2026. It discusses governance change, board change and general counsel change.
Public (NET)Computer and Network Security5,001 to 10,000 employeescloudflare.comLinkedIn
- Filed
- Apr 29, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 2
10-K · latest 10
What Cloudflare's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 12 signals
Cloudflare promotes Alissa Starzak to Chief Legal Officer, effective April 2026.
Alissa Starzak was promoted from Deputy Chief Legal Officer to succeed Douglas Kramer as the new Chief Legal Officer.
$13M
Total value of new RSU awards ($8M + $5M)
Co-founder Michelle Zatlyn's COO tenure ended in February 2025 as she became Co-Chair.
Co-founder Michelle Zatlyn transitioned from her role as Chief Operating Officer in February 2025, a position she held since 2016.
Atlassian Corporation, Plc
Cloudflare issued 0% Convertible Senior Notes due 2030 in June 2025 to raise capital.
The company raised capital through a new debt issuance, indicating a strategic need for funds.
U.S. Bank Trust Company, National Association
Cloudflare appoints AI expert Dr. Karim Lakhani to Board of Directors in March 2025
The appointment of Dr. Lakhani due to his 'extensive expertise in technological innovation, artificial intelligence, and company strategy' signals a strong, board-level commitment to integrating AI.
artificial intelligence
Chief Legal Officer Douglas Kramer transitioned to a Senior Advisor role in April 2026.
Douglas Kramer stepped down from his role as Chief Legal Officer after a long tenure, moving into a Senior Advisor position.
Cloudflare adds former NYSE President Stacey Cunningham to its Board in March 2025.
Ms. Cunningham's appointment strengthens the board's expertise in financial markets and corporate governance, potentially increasing scrutiny on financial controls and compliance.
Cloudflare identifies security incidents and service disruptions as a primary business risk
The company acknowledges that failure to prevent security incidents or service disruptions could cause significant harm, driving continuous investment in security, performance, and reliability solutions to protect their network and customer data.
security
Company highlights risk of service disruption and security failures as a key business threat.
Cloudflare explicitly states that significant service disruption, data loss, or failure to prevent security incidents are material risks.
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 12 signals
Cloudflare reports experiencing higher customer churn and lengthening sales cycles.
Due to macroeconomic impacts, the company has seen an increase in paying customer churn, longer sales cycles, and slower pipeline conversion.
cloud
Cloudflare pushing "Connectivity Cloud" strategy to consolidate point solutions.
The company is addressing customer pain from managing complex, heterogeneous infrastructures with multiple point-cloud solutions, which causes latency and high costs.
cloudon-premiseshybridSaaS
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Questions about Cloudflare 10-K
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What does Cloudflare's latest 10-K say about general counsel change?
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .