CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Barclays Global Technology Conference Call December 6, 2023 12:15 PM ET Company Participants Burt Podbere - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Saket Kalia Okay. Great. Well, hey, good morning, everyone. Welcome to Day One of the Barclays Tech Conference. My name is Saket Kalia. I cover software here at Barclays. Honored to have my buddy, Burt Podbere, Chief Financial Officer of CrowdStrike here; and Maria Riley, Head of Invest ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) 2023 Jefferies Cybersecurity Summit Conference Call December 5, 2023 3:15 PM ET Company Participants Burt Podbere - Chief Financial Officer Conference Call Participants Joseph Gallo - Jefferies Joseph Gallo We're delighted to have Burt Podbere, the CFO of CrowdStrike for over 8 years and more importantly, I believe you have a doctorate in gross margin. So... Burt Podbere It certainly feels that way. Question-and-Answer Session Q - Joseph Gallo Thank you for joining u ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Q3 2024 Earnings Conference Call November 28, 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 Joel Fishbein - Truist Rob Owens - Piper Sandler Matthew Hedberg - RBC John DiFucci - Guggenheim Tal Liani - Bank of America Adam Borg - Stifel Mike Walkley - Canaccord Genuity Gray ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ___________________________________________________________________________________________________ FORM 10-Q ___________________________________________________________________________________________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE S ...

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. Thanks everyone for joining us at the Goldman Sachs Communacopia & Technology Conference. I'm Gabriela Borges, I lead the emerging software vertical here at GS. It's a real pleasure to have on stage wi ...

☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents For the quarterly period ended July 31, 2023 For the transition period from to 206 E. 9th Street, Suite 1400, Austin, Texas 78701 Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Annual William Blair Growth Stock Conference Call June 8, 2023 12:20 PM ET Company Participants Michael Sentonas - President Conference Call Participants Jonathan Ho - William Blair Jonathan Ho Hello, everyone, and thank you for joining us for our Growth Stock Conference and today's session with CrowdStrike. My name is Jonathan Ho, and I'm the cybersecurity analyst for William Blair & Company that covers CrowdStrike. With us today is Mike Sentonas, the President of C ...

Financial Data and Key Metrics Changes - Total revenue grew 42% year-over-year to reach $692.6 million, with subscription revenue also increasing by 42% to $651.2 million [22] - Professional services revenue reached $41.4 million, marking a record for the 11th consecutive quarter and representing 48% year-over-year growth [22] - GAAP profitability was achieved for the first time in company history, with non-GAAP net income attributable to CrowdStrike growing to a record $136.4 million or $0.57 per diluted share [23][42] - Non-GAAP gross margin reached 78%, with subscription gross margin exceeding 80% for the first time [41] Business Line Data and Key Metrics Changes - The Falcon platform saw significant adoption, with new Fortune 100 customers consolidating on it and purchasing multiple modules [15] - The managed services team contributed to CrowdStrike's leadership position in the Forrester Wave for managed detection and response [17] - Net-new ARR from million-dollar-plus customers grew year-over-year, with $174.2 million in net-new ARR for the quarter [33] Market Data and Key Metrics Changes - International revenue grew 53% year-over-year, with notable strength in Europe, the Middle East, and Japan [22] - The public sector saw wins including a Falcon Complete win at a top 20 US government contractor and a major US federal agency [19] - The competitive environment remains strong, with CrowdStrike winning 8 out of 10 tests against Microsoft [19] Company Strategy and Development Direction - The company is focused on leveraging AI to drive better customer outcomes and efficiencies, with initiatives like Charlotte AI aimed at addressing the cybersecurity skills gap [10][31] - There is a strong emphasis on consolidation within the security stack, with customers seeking to reduce vendor sprawl and costs [32] - The company is expanding its partner ecosystem, including a strategic partnership with Pax8 to enhance market reach [34] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a challenging macro environment, with strong growth and exceptional margins [27] - The company anticipates continued demand for its services, particularly in light of the increasing complexity of cybersecurity threats [30] - Management noted that while deal scrutiny and longer sales cycles are present, the overall health of the business remains strong [51][84] Other Important Information - The company raised its revenue guidance for the fiscal year, expecting total revenue to be in the range of $3,000.5 million to $3,036.7 million, reflecting a growth rate of 34% to 35% [61] - The company aims to maintain a free cash flow margin of 30% for the fiscal year [44] Q&A Session Summary Question: Impact of the banking crisis on ARR and billings - Management noted that there was not a material impact on ARR from the banking crisis, with overall gross retention remaining high [84] Question: Threats from generative AI - Management acknowledged the rise of adversarial AI, where malicious actors use AI to create sophisticated attacks, making cybersecurity more critical [52] Question: Demand in the SMB market - Management reported strong traction in the SMB market, with no observed slowdown, and highlighted the fragmented nature of the market as an opportunity [82][116] Question: Consolidation trends among customers - Management indicated that customers are increasingly looking to consolidate their security solutions with CrowdStrike, which is reflected in the growing pipeline [81] Question: Future of GAAP profitability - Management expressed commitment to maintaining GAAP profitability and managing stock-based compensation while retaining talent [118]

Corporate Overview Certain information contained in this presentation and statements made orally during this presentation relate to or are based on studies, publications, surveys and other data obtained from third-party sources and CrowdStrike's own internal estimates and research. While CrowdStrike believes these third-party studies, publications, surveys and other data to be reliable as of the date of this presentation, it has not independently verified, and makes no representations as to the adequacy, fa ...

• governments routinely investigate and audit government contractors' administrative processes, and any unfavorable audit could result in the government refusing to continue buying our Falcon platform, which would adversely impact our revenue and results of operations, or institute fines or civil or criminal liability if the audit were to uncover improper or illegal activities; and • governments may require certain products to be manufactured, hosted, or accessed solely in their country or in other relative ...