1 III F F 10 F I FIND DO 100 1 li I t 1 Since I last wrote about CrowdStrike (CRWD) on January 15, 2024, with a buy recommendation, the stock is up 22.47% compared to the S&P 500 Index (SPX) returns of 12.19%. One reason the stock has performed better than the S&P 500 is that investors were pleased by the company's first quarter fiscal year ("FY") 2025 results released on June 4, mainly since cybersecurity companies and software/cloud companies, in general, have produced mixed results this quarter in a chal ...

xijian Impressive Q1 Quarter CrowdStrike (NASDAQ:CRWD) reported a very strong Q1 quarter with both top and bottom-line beat. The company's revenue increased 33% to $921 million, and ARR grew to $3.65 billion, all exceeding expectations. Operating metrics continued to improve, and free cash flow margin reached a record level of 35%. The market liked the results, and the stock rose more than 10% the day after. Other headline results can be seen below: CrowdStrike Non-GAAP EPS of $0.93 beats by $0.04, revenue ...

Cybersecurity company CrowdStrike Holdings (NASDAQ: CRWD) stock surged almost 12% on June 5 after the firm reported strong financial results for its fiscal first quarter of 2025. Finbold CRWD stock 24-hour price chart. Source: In the past month, CRWD has traded within a wide range of $303.50 to $358.84, and it is currently trading in the middle of this range, with resistance above at $351.48. Robust financials and outlook excite analysts In Q1, CrowdStrike generated $921 million in revenue, a 33% year-over- ...

Still, it's worth pointing out that AI goes far beyond one company. You can buy and hold a stock like Nvidia, but don't dismiss the potential upside of some smaller companies that have the ingredients to become big winners down the road. Data is arguably the foundation of how AI works, so it would make sense that companies that best use their data might have a competitive advantage. That's the quick and dirty pitch for Palantir Technologies (PLTR 3.89%). The value of AIP is evident throughout Palantir. Grow ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

| | Surprise - Reported Earnings History 0 | | | | | | --- | --- | --- | --- | --- | --- | | | Quarter Ending | Quarter Ending | Quarter Ending | Quarter Ending | Average Surprise | | | (4/2024) | (1/2024) | (10/2023) | (7/2023) | | | Reported | 0.93 | 0.95 | 0.82 | 0.74 | NA | | Estimate | 0.89 | 0.82 | 0.74 | 0.56 | NA | | Difference | 0.04 | 0.13 | 0.08 | 0.18 | 0.11 | | Surprise | 4.49% | 15.85% | 10.81% | 32.14% | 15.82% | Image Source: Zacks Investment Research Cyber security provider CrowdStrike (CRW ...

Financial Data and Key Metrics Changes - The company reported $3.7 billion in cash, indicating strong cash flow generation and effective management of resources [32] - The net retention rate (NRR) remained consistent, reflecting stable customer relationships and revenue growth [24] Business Line Data and Key Metrics Changes - The number of customers purchasing eight modules increased by 95% in the quarter, showcasing strong cross-selling capabilities [4] - The cloud business reached $400 million, indicating significant growth in this segment [8] Market Data and Key Metrics Changes - The company has successfully penetrated the SMB market while maintaining a strong presence in the enterprise sector, demonstrating versatility in its market approach [11][16] - The company has secured contracts with 15 of the top 20 banks globally, highlighting its strong foothold in the financial sector [14] Company Strategy and Development Direction - The company aims to reach $10 billion in annual recurring revenue (ARR) within five to seven years, focusing on innovation and market expansion [25] - The introduction of the Falcon Flex pricing model allows customers to access the entire product catalog, promoting higher adoption rates [22][23] Management's Comments on Operating Environment and Future Outlook - The management acknowledged the challenging macroeconomic environment but emphasized the company's ability to deliver strong results through effective execution [3][25] - The company is focused on leveraging its cash reserves for strategic acquisitions to enhance its technology offerings and market position [33] Other Important Information - The company has received IL-5 certification, positioning it well for federal contracts and expanding its government market opportunities [31] - The integration of Generative AI into the company's platform aims to enhance operational efficiency and customer service [49] Q&A Session Summary Question: How quickly can the company reinvest upside given the current momentum? - The company has front-loaded investments in headcount and go-to-market strategies to ensure productivity ramp-up for the second half of the year while maintaining a focus on profitable growth [51][52] Question: How does the company compete with free bundling from competitors? - The company emphasizes the value of its technology in stopping breaches and operational efficiency, arguing that the total cost of ownership is more important than initial pricing [26][29] Question: How is the company positioned in the federal cybersecurity market? - The company is making good progress in the federal market, with ongoing efforts to secure contracts and certifications to enhance its offerings [31] Question: What differentiates the company's identity protection from competitors? - The company focuses on protecting identities rather than creating or aggregating them, filling a critical gap in the identity management ecosystem [36] Question: How does the company differentiate its SIEM offering from incumbents? - The company has disrupted the SIEM market by offering cost-effective solutions with significantly faster search capabilities, making it an attractive alternative to legacy systems [38][40] Question: How does the company approach cloud security compared to other players? - The company offers a comprehensive suite of cloud security solutions, integrating various aspects of cloud protection that competitors may not provide [44] Question: What are the implications of AI and Generative AI for the company's business? - The company has been leveraging AI for years and is now integrating Generative AI to enhance customer interactions and operational efficiency, positioning itself as a leader in this space [49]

Company Participants CrowdStrike Holdings, Inc. (NASDAQ:CRWD) BofA Securities 2024 Global Technology Conference June 5, 2024 10:50 AM ET But you will. George Kurtz - CEO Conference Call Participants Tal Liani - BofA Securities Tal Liani We have a packed, packed day and George did us a favor and reported great results last night. So we have great topics to talk about. So with no further ado, I'd like to welcome George Kurtz, the CEO of CrowdStrike. George Kurtz All right. Thank you. I did it just for you. Ta ...

Cybersecurity stocks are fascinating because data breaches can happen to any anything with an internet connection. Malware, ransomware, and cloud intrusions all increased by sizable margins year-over-year. Factor in the proliferation of generative artificial intelligence (AI), and it's all but certain cybersecurity will be on the bleeding edge of the tech sector for years to come. Despite this widespread demand, First Trust NASDAQ Cybersecurity ETF (CIBR) is barely at its year-to- date breakeven point. But ...

Can CrowdStrike keep it going? In Q1, CrowdStrike generated revenue of $921 million, which was up 33% year over year and well ahead of guidance of $906 million. But it's not just Q1's growth that excites investors; it's also the outlook. CrowdStrike's management modestly raised its full-year revenue guidance to about $4 billion. This means that the company expects full-year revenue growth of roughly 31%. In other words, growth won't taper off much from Q1. Finally, CrowdStrike had record free cash flow (a m ...