Revenue segments as reported by the company.

Subscription

Professional Services

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

CrowdStrike

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011, and is headquartered in Austin, TX.

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

CrowdStrike achieves record profitability and revenue growth, eyes SMB market

CrowdStrike delivered exceptional financial results, achieving record profitability and strong revenue growth. While facing challenges with longer sales cycles and cyber insurance costs, the company is well-positioned to capitalize on opportunities in the SMB market, cross-selling, and AI-driven margin improvements.

CrowdStrike exceeds Q2 guidance, sees strong SMB market opportunities

CrowdStrike's Q2 performance exceeded expectations, with strong revenue growth and raised outlook for FY 2024. The company's Falcon platform is driving consolidation and seeing strong adoption in the SMB market. Despite challenges in deal closures, CrowdStrike remains confident in achieving targets and is focused on aggressive investment while maintaining profitability metrics.

CrowdStrike achieves record Q3 performance, emphasizes cybersecurity leadership

CrowdStrike Holdings reported a record Q3, highlighting strong financial and operational performance, leadership in key cybersecurity areas, and a robust go-to-market strategy. While facing challenges such as industry weakness and uncertain budget flush potential, the company remains focused on driving innovation and seizing opportunities presented by its product offerings and market positioning.

CrowdStrike achieves record Q4 performance, eyes SMB market growth

CrowdStrike's Q4 2023 earnings call reflects exceptional performance, strategic strengths in AI-driven security solutions, and a focus on SMB market expansion.
While facing challenges in deal closures and margin fluctuations, the company is well-positioned to capitalize on opportunities in the SMB space and enhance shareholder value.
Overall, CrowdStrike's balanced approach to growth and profitability, coupled with its market leadership in cybersecurity, sets a positive trajectory for future success.

CrowdStrike achieves record profitability and revenue growth in Q1

CrowdStrike's Q1 2024 earnings call showcased exceptional financial performance, record profitability, and revenue growth, driven by strategic initiatives and market demand. While facing challenges in deal durations and sales cycles, the company's strengths in partnerships, innovative products, and market positioning offer avenues for continued success and growth.

CrowdStrike surpasses Q2 expectations, eyes growth in cybersecurity platforms

CrowdStrike delivered strong financial performance, highlighted by exceeding guidance, record margins, and significant growth in key business segments. While facing challenges from macroeconomic factors and competitive uncertainties, the company remains well-positioned to capitalize on opportunities in legacy displacements, platform offerings, and AI-driven solutions.

CrowdStrike achieves record Q3 earnings, poised for continued growth

CrowdStrike's Q3 earnings call highlighted exceptional performance, strong financial metrics, and a positive outlook for continued growth and profitability. The company's emphasis on innovation, customer-centric approach, and strategic acquisitions position it well for future success.

CrowdStrike excels in Q4, poised for growth amidst cybersecurity challenges

CrowdStrike's Q4 performance exceeded expectations, showcasing strong financials and market traction.
The company's focus on innovation, AI-driven cybersecurity, and strategic partnerships positions them well for future growth.
Despite challenges in the threat landscape and billing duration, CrowdStrike's strengths in technology and market strategy offer promising opportunities.

CrowdStrike reports record Q1 earnings, raises FY 2025 guidance

CrowdStrike delivered exceptional Q1 results, showcasing strong financial performance and continued profitability amidst investments in growth and innovation.
The company's Falcon platform and Falcon Flex subscription model are driving platform adoption and customer wins, with a focus on consolidating cybersecurity solutions.
Despite challenges like increased SBC and a tough macro environment, CrowdStrike remains well-positioned to capitalize on opportunities in AI security and platform expansion.

CrowdStrike reports strong Q2 results amidst incident, eyes long-term growth

CrowdStrike's Q2 performance showcased resilience and growth potential despite challenges, with a focus on long-term vision and customer loyalty.
The company's strengths in platform adoption, partner relationships, and financial performance position it well for future opportunities and market leadership.
While facing short-term challenges like muted upsell values and persisting headwinds, CrowdStrike remains committed to innovation and achieving long-term growth targets.

CrowdStrike exceeds Q3 expectations, sees growth in key verticals

CrowdStrike delivered a stellar performance in Q3, surpassing key milestones and demonstrating strong growth across various metrics. The company's strategic focus on key verticals and subscription models is paying off, positioning it well for future growth and market leadership.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Palo Alto Networks

Cyber defense is becoming more and more of a necessity.

Best Cybersecurity Stock? CrowdStrike Stock vs.

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD), today announced Falcon Complete for Service Providers, a new program that gives Managed Security Service Provider's (MSSPs), Managed Service Providers (MSPs), System Integrators (SIs) and Global System Integrators (GSIs) the ability to create and augment their service offerings with CrowdStrike's elite 24/7 expert monitoring, proactive threat hunting, integrated threat intelligence, and end-to-end remediation offerings. Designed to hel.

CrowdStrike Announces Falcon Complete for Service Providers, Extending Elite Managed Detection and Response Services to Global Partner Network

Fortinet

The cybersecurity industry has emerged as a critical pillar in the modern business landscape, addressing the ever-growing need to safeguard digital assets and data. Over the years, this need has escalated due to the exponential growth of technology and the rapid digitization of businesses.

3 Stocks to Protect Your Portfolio in the Digital Age

Okta

Did cybersecurity companies win second-quarter earnings season? It certainly appears that way after nearly all of the leading cybersecurity companies beat Wall Street forecasts, sending their share prices up 10% or more as a result.

3 Cybersecurity Stocks to Invest In for Big-Time, Long-Term Gains

CRWD still has massive tailwinds ahead, thanks to the increased transition toward centralized cloud-native applications and robust generative AI demand. With consumers remaining highly sticky, it is also unsurprising that the non-cancellable remaining performance obligation has further expanded to $3.6B, with stellar net retention rate of 125.3%. The CRWD management has strategically taken advantage of the elevated interest rate environment and growing cash hoard, by generating $30.19M of net interest income in the latest quarter.

CrowdStrike: Massive Opportunities For The Brave

CrowdStrike has achieved profitability for the second consecutive quarter. CrowdStrike management expects to achieve 36% growth for FY 2024. I don't see CrowdStrike as overvalued compared to its peers in the cybersecurity sector.

CrowdStrike: Fundamentally Strong

Oracle

Roku

AeroVironment

Salesforce

First Solar

GitLab

Southwest Airlines

Microsoft

ServiceNow

Block

Thermo Fisher Scientific

Toast

Zscaler

Here are some of the tickers on my radar for Wednesday, Sept. 6, taken directly from my reporter's notebook.

Here are the 14 stocks Jim Cramer is watching, including Oracle, Roku and Southwest

Q2 was another strong quarter for CrowdStrike. CrowdStrike's total addressable market will expand significantly over the next few years.

1 AI Stock to Buy Before It Skyrockets

CrowdStrike Holdings, Inc. (NASDAQ:CRWD ) Goldman Sachs Communacopia & Technology Conference September 5, 2023 1:10 PM ET Company Participants George Kurtz - Founder and Chief Executive Officer Conference Call Participants Gabriela Borges - Goldman Sachs Gabriela Borges Alright. We'll go ahead and kick it off.

CrowdStrike Holdings, Inc. (CRWD) Goldman Sachs Communacopia & Technology Conference (Transcript)

ASML Hld

For certain highly specialized technologies in chip production, ASML is the only game in town. Cybersecurity specialist CrowdStrike is aiming to win more contracts from smaller businesses.

2 Magnificent Growth Stocks Up 21% and 53% This Year to Buy and Hold for the Long Haul

CrowdStrike's Q2 FY2024 report showcased strong financial performance on the back of ongoing consolidation from point solutions to platforms in the cybersecurity space. As evidenced by CrowdStrike's NRR of 125.7%, customers are clearly consolidating on the Falcon platform. With scale, CrowdStrike is delivering strong operating leverage, driving robust free cash flow generation.

CrowdStrike: Earnings Beat, Valuations, Technicals, And More

Is the stock ready to stage a new rally after lagging the S&P 500 tech sector on a one-month and three-month basis, and is CrowdStrike's uptick a good omen for other cybersecurity stocks?

Is CrowdStrike's Surge A Sign Of Cybersecurity Revival?

Home Depot

Lululemon Athletica

UBS Group AG

Walmart

Exxon Mobil

With market uncertainty lingering as we move into autumn, now would be a good time for investors to put capital into some trusted blue-chip stocks. These are reliable companies that have market-leading positions, strong balance sheets, consistent earnings, and a history of providing shareholders with distributions in the form of dividend payments and stock buybacks.

The 7 Best Blue-Chip Stocks to Buy Now: September 2023

SentinelOne

CrowdStrike's CEO throws shade at SentinelOne, alluding to the company's troubles in the endpoint protection market. SentinelOne is reportedly exploring sales options, potentially to a private equity firm. Let's look at the disparity between the two companies' performance and what it means for investors.

Is CrowdStrike Dancing On SentinelOne's Grave?

CrowdStrike has continued to grow at a fast pace, even as the economy has slowed this year. The company has been able to balance growth with healthy increases in operating profit.

CrowdStrike Boosts Its Profitable Growth Outlook: Time to Buy This Cybersecurity Leader?

Cybersecurity company CrowdStrike (CRWD) posted solid earnings for the fiscal quarter ended July 31, driven by the robust performance of its AI-powered Falcon platform.

Earnings Beat of the Week: CrowdStrike's AI-Powered Platform Boosts Revenue

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (Nasdaq: CRWD), announced today that more than 70 partners will be exhibiting as sponsors at Fal.Con 2023, the company's marquee annual event and cybersecurity's must-attend conference. This year's sponsors include market leaders across the cybersecurity and IT ecosystem, from market juggernauts including AWS, CDW, Cloudflare, Dell, Deloitte, Google, GuidePoint Security, Intel, Mandiant, Optiv, Okta, SHI, Zscaler, and WWT to today's fastest growing di.

CrowdStrike Announces 70-Plus Sponsors for Fal.Con 2023

Cisco Systems

Iron Mountain

Qualys

Thanks to strong revenue growth, many cybersecurity stocks have attracted growth investors. While some of these companies are seeing high revenue growth and double-digit profit margins, others are trying to minimize losses and turn a profit.

7 Cybersecurity Stocks You'll Regret Not Buying Soon

Cloudflare

In the ever-evolving world of technology, cybersecurity is a pillar that safeguards our digital way of life. As the digitization of everything from banking to healthcare accelerates, the need for robust cybersecurity solutions has become increasingly urgent.

Investing in Cybersecurity: Analyzing Cloudflare and CrowdStrike

CrowdStrike easily exceeded estimates for revenue and earnings for its latest quarter, including its second straight period of GAAP profitability. The cybersecurity specialist's AI-powered Falcon platform now contributes over half a billion dollars in annual recurring revenue.

Why CrowdStrike Stock Soared Today

Check Point Software Technologies

Datadog

The problem was valuation, fears of slowing growth and threats of a looming recession. According to the Q2 reporting season, growth is slowing but still robust and above consensus.

6 Cybersecurity Stocks: Which is the Best to Buy?

CrowdStrike's (CRWD) second-quarter fiscal 2024 results reflect the benefits of the growing demand for the cybersecurity solution portfolio.

CrowdStrike (CRWD) Q2 Earnings Beat, Revenues Increase Y/Y

Cybersecurity stocks are increasingly becoming popular as the digital world has allowed people to receive information faster, store documents more efficiently, and communicate with people worldwide. These are significant benefits of the digital age, but new dangers have also emerged from this innovative path.

3 Up-and-Coming Cybersecurity Stocks to Put on Your Must-Buy List

CrowdStrike Holdings, Inc. (NASDAQ:CRWD ) Q2 2024 Earnings Call Transcript August 30, 2023 5:00 PM ET Company Participants Maria Riley - Vice President of Investor Relations George Kurtz - President, Chief Executive Officer and Co-Founder Burt Podbere - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Sterling Auty - MoffettNathanson Andrew Nowinski - Wells Fargo Keith Bachman - BMO Capital Markets Mike Walkley - Canaccord Genuity Gray Powell - BTIG Brian Essex - JPMorgan Jonathan Ho - William Blair Gregg Moskowitz - Mizuho Gabriela Borges - Goldman Sachs Patrick Colville - Scotiabank Yi Fu Lee - Cantor Fitzgerald Trevor Walsh - JMP Securities Peter Levine - Evercore ISI Operator Hello, and welcome to the CrowdStrike Fiscal Second Quarter 2024 Results Conference Call. At this time, all participants are in a listen-only mode.

CrowdStrike Holdings, Inc. (CRWD) Q2 2024 Earnings Call Transcript

CrowdStrike is down over 45% from its all-time highs. After reporting strong earnings tonight, is CrowdStrike stock a buy now?

News for CrowdStrike Stock (CRWD)