4Dยท

CrowdStrike Q1 Earnings Highlights

$CRWD (+2,04%)


๐Ÿ”น Revenue: $1.10B (Est. $1.10B) ๐ŸŸก; UP +20% YoY

๐Ÿ”น Adj EPS: $0.73 (Est. $0.66) ๐ŸŸข

๐Ÿ”ธ Share repurchase program authorized up to $1B


FY26 Guidance

๐Ÿ”น Revenue: $4.74Bโ€“$4.81B (Est. $4.79B) ๐ŸŸก

๐Ÿ”น Adj EPS: $3.44โ€“$3.56 (Est. $3.45) ๐ŸŸข

๐Ÿ”น Adj Operating Income: $970.8Mโ€“$1.01B

๐Ÿ”น Adj Net Income: $878.7Mโ€“$909.7M

๐Ÿ”น Non-GAAP Tax Rate: 22.5%

๐Ÿ”น Weighted Avg Diluted Shares: 256M


Q2 Guidance

๐Ÿ”น Revenue: $1.1447Bโ€“$1.1516B

๐Ÿ”น Adj EPS: $0.82โ€“$0.84

๐Ÿ”น Adj Operating Income: $226.9Mโ€“$233.1M

๐Ÿ”น Adj Net Income: $209.1Mโ€“$213.8M

๐Ÿ”น Weighted Avg Diluted Shares: 255M


Other Key Q1 Metrics:

๐Ÿ”น Subscription Revenue: $1.05B; UP +20% YoY

๐Ÿ”น Net New ARR: $193.8M

๐Ÿ”น Ending ARR: $4.44B; UP +22% YoY

๐Ÿ”น Cash Flow from Operations: $384.1M (Record High)

๐Ÿ”น Free Cash Flow: $279.4M; DOWN from $322.5M YoY

๐Ÿ”น Cash & Cash Equivalents: $4.61B


Q1 Non-GAAP Profitability Metrics:

๐Ÿ”น Operating Income: $201.1M; DOWN from $213.3M YoY

๐Ÿ”น Net Income: $184.7M; DOWN from $196.8M YoY

๐Ÿ”น Subscription Gross Margin: 80% (vs. 81% YoY)


Strategic & Operational Highlights

๐Ÿ”ธ Share repurchase program authorized up to $1B

๐Ÿ”ธ Falcon Flex total deal value exceeded $3.2B; up 6x YoY

๐Ÿ”ธ Sustained 97% gross retention, strong net retention

๐Ÿ”ธ Achieved FedRAMP High Authorization

๐Ÿ”ธ Delivered Falcon Privileged Access module and Charlotte AI Agentic Workflows

๐Ÿ”ธ Launched new Exposure Management tools and AI risk solutions

๐Ÿ”ธ Expanded strategic partnership with Microsoft and Google Cloud

๐Ÿ”ธ Named Google Cloud 2025 Security Partner of the Year

๐Ÿ”ธ Recognized in multiple 2025 industry radar reports as a Leader in XDR, ITDR, and Runtime Security


CEO George Kurtz Commentary

๐Ÿ”ธ โ€œStrong Q1 led by record large-deal momentum and adoption of Falcon as the platform of choice for the AI era. Our innovation and scale push us toward $10B in ARR.โ€

8
Participar na conversa