Cloudflare Files 8-K: Material Agreement & Equity Sales

TL;DR

Cloudflare signed a big deal, might sell some stock. Watch the financials.

AI Summary

On June 11, 2025, Cloudflare, Inc. entered into a material definitive agreement, creating a direct financial obligation. The company also reported on unregistered sales of equity securities and other events. Specific details regarding the agreement and financial obligations are not fully disclosed in this initial filing.

Why It Matters

This filing indicates new financial commitments and potential equity dilution for Cloudflare, which could impact its financial structure and shareholder value.

Risk Assessment

Risk Level: medium — The filing mentions material definitive agreements and financial obligations, which inherently carry financial risk, and unregistered sales of equity securities can impact share price.

Key Players & Entities

• Cloudflare, Inc. (company) — Registrant
• June 11, 2025 (date) — Date of earliest event reported
• Delaware (jurisdiction) — State of incorporation
• 101 Townsend Street, San Francisco, CA 94107 (address) — Business and mail address

FAQ

From the Filing

0001104659-25-060250.txt : 20250617 0001104659-25-060250.hdr.sgml : 20250617 20250617160632 ACCESSION NUMBER: 0001104659-25-060250 CONFORMED SUBMISSION TYPE: 8-K PUBLIC DOCUMENT COUNT: 23 CONFORMED PERIOD OF REPORT: 20250611 ITEM INFORMATION: Entry into a Material Definitive Agreement ITEM INFORMATION: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant ITEM INFORMATION: Unregistered Sales of Equity Securities ITEM INFORMATION: Other Events ITEM INFORMATION: Financial Statements and Exhibits FILED AS OF DATE: 20250617 DATE AS OF CHANGE: 20250617 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cloudflare, Inc. CENTRAL INDEX KEY: 0001477333 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] ORGANIZATION NAME: 06 Technology EIN: 270805829 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 001-39039 FILM NUMBER: 251053346 BUSINESS ADDRESS: STREET 1: 101 TOWNSEND ST. CITY: SAN FRANCISCO STATE: CA ZIP: 94107 BUSINESS PHONE: 888.993.5273 MAIL ADDRESS: STREET 1: 101 TOWNSEND ST. CITY: SAN FRANCISCO STATE: CA ZIP: 94107 FORMER COMPANY: FORMER CONFORMED NAME: CloudFlare, Inc. DATE OF NAME CHANGE: 20091120 8-K 1 tm2518033d1_8k.htm FORM 8-K false 0001477333 0001477333 2025-06-11 2025-06-11 iso4217:USD xbrli:shares iso4217:USD xbrli:shares       UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549   FORM 8-K   CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934   Date of Report (date of earliest event reported): June 11, 2025   Cloudflare, Inc. (Exact name of registrant as specified in its charter)   Delaware 001-39039 27-0805829 (State or other jurisdiction of incorporation) (Commission File Number) (I.R.S. Employer Identification No.)       101 Townsend Street     San Francisco , CA   94107 (Address of principal executive offices)   (Zip code)   ( 888 ) 993-5273 (Registrant's telephone number, including area code)   Not Applicable (Former name or former address, if changed since last report)   Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):   ¨  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)   ¨   Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)   ¨   Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))   ¨   Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))   Securities registered pursuant to Section 12(b) of the Act:   Title of each class Trading Symbol(s) Name of each exchange on which registered Class A Common Stock, $0.001 par value NET New York Stock Exchange   Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).   Emerging growth company ¨   If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨               Item 1.01. Entry into a Material Definitive Agreement.   Convertible Notes and the Indenture   On June 17, 2025, Cloudflare, Inc. (the “Company”) issued $2.0 billion aggregate principal