1MΓͺsΒ·

CrowdStrike Q4'24 Earnings Highlights:

$CRWD (-5,76%)


πŸ”Ή Adj. EPS: $1.03 (Est. $0.86) 🟒

πŸ”Ή Revenue: $1.06B (Est. $1.03B) 🟒; +25% YoY

πŸ”Ή Subscription Rev: $1.01B (Est. $986.9M) 🟒

πŸ”Ή Net New ARR: $224.3M (Est. $198M) 🟒; -20% YoY


FY26 Guide:

πŸ”Ή Revenue: $4.74B-$4.81B (Est. $4.77B) πŸ˜‘

πŸ”Ή Adj. EPS: $3.33 to $3.45 (Est. $4.43) πŸ”΄

πŸ”Ή Adj. Operating Income: $944.2M to $985.1M (Est. $1.03B) πŸ”΄


Q1 2025 Outlook:

πŸ”Ή Revenue: $1.10B to $1.11B (Est. $1.11B) πŸ˜‘

πŸ”Ή Adj. EPS: $0.64 to $0.66 (Est. $0.96) πŸ”΄

πŸ”Ή Adj. Operating Income: $173.1M to $180.0M (Est. $219.7M) πŸ”΄


Additional Insights:

πŸ”Ή ARR: $4.24B (Est. $4.12B) 🟒; +23% YoY

πŸ”Ή FCF: $239.8M (Est. $215.7M) 🟒; -15% YoY

πŸ”Ή Ending ARR: Grew to $4.24B, targeting $10B in the future

πŸ”Ή Subscription Gross Margin: 80% (Flat YoY)

πŸ”Ή Customer Retention: 97% Gross Retention Rate

πŸ”Ή AI-Driven Security Expansion: Falcon platform adoption growing, Next-Gen SIEM and Cloud Security ARR surpassing $1.3B

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