The cybersecurity landscape is growing complicated with every passing day, as cybercriminals are using a variety of techniques, including credential theft and abuse, remote desktop protocol attacks and social engineering-based initial access by exploiting vulnerabilities ranging from unpatched software to compromised credentials.The advent of artificial intelligence has further complicated the task for traditional cybersecurity products based on signature-based threat detection. The use of AI enables cyberc ...

CrowdStrike Holdings, Inc. (CRWD) reported non-GAAP earnings of $1.03 per share for the fourth quarter of fiscal 2025, which surpassed the Zacks Consensus Estimate by 21.2% and came ahead of management’s guidance of 84-86 cents.CRWD reported non-GAAP earnings of 95 cents in the year-ago quarter. The robust bottom-line performance was mainly driven by higher revenues.CRWD’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 11.65%.Find the latest EPS ...

Group 1 - The last analysis on CrowdStrike indicated a bullish sentiment when the stock was trading around $280, with even stronger optimism in the $200-$220 range [1] Group 2 - The Financial Prophet's All-Weather Portfolio reported a 69% return for 2024, suggesting strong performance in various market conditions [2] - The Covered Call Dividend Plan is highlighted as a strategy that could yield 50% returns on certain investments [2]

Here's our initial take on CrowdStrike's (CRWD 1.94%) fiscal 2025 fourth-quarter results.Key MetricsMetricQ4 FY24Q4 FY25Changevs. ExpectationsRevenue$854.3 million$1.06 billion+25%BeatEarnings per share (adjusted)$0.95$1.03+8.42%BeatNet new ARR$281.9 million$224.3 million+8%n/aFree cash flow$283 million$239.8 million-15%n/aStrong Growth, but It's Decelerating While Sales Expense RisesCrowdStrike reported its second quarter of operating results since the short-term operating outage it experienced in July 202 ...

The yesterday's post-earnings CrowdStrike (NASDAQ: CRWD ) dip erased all gains that took place since my December 2024 bullish thesis. I think that yesterday's 9.3% post-earnings dip was more noise than something fundamental. CrowdStrike's performance across vital metrics remainsComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental a ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Stock analysis brought to you by the team at HedgeMix. The analysis is based on a careful review of the growth prospects of each company. For valuation purposes, we often use the Discounted Cash Flow (DCF) model, sharing valuable insight on cash flow generation under different business models.Associated with SA analyst Garvit Bhandari.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next ...

Financial Data and Key Metrics Changes - Q4 net new ARR reached $224 million, exceeding expectations, with FY 2025 ending ARR at $4.24 billion [8][57] - FY 2025 total revenue grew 29% year over year, with operating income increasing by 27% to $837.7 million, representing 21% of revenue [56][57] - Free cash flow for Q4 was $240 million, with a record annual free cash flow of $1.07 billion, or 27% of revenue [9][57] Business Line Data and Key Metrics Changes - Cloud security, identity protection, and next-gen SIEM businesses collectively achieved over $1.3 billion in ending ARR, growing nearly 50% year over year [9][41] - Cloud security business grew more than 45%, with ending ARR exceeding $600 million [32][41] - Identity business reached over $370 million in ending ARR, benefiting from the growing identity attack surface [36][41] Market Data and Key Metrics Changes - The total contract value for FY 2025 reached $6 billion, a 40% increase year on year, indicating strong customer commitment [10][54] - The MSSP go-to-market strategy contributed nearly 15% of new business in FY 2025, reflecting rapid growth in this segment [46] - The GSI business grew over 40% year over year, nearing the billion-dollar milestone [45] Company Strategy and Development Direction - The company is focused on leveraging AI to enhance its cybersecurity offerings and drive efficiencies, aiming for $10 billion in ARR by FY 2031 [15][73] - The Falcon Flex subscription model is central to the company's strategy, allowing customers to adopt multiple modules seamlessly [26][28] - The company is positioned as a leader in the AI-native cybersecurity market, emphasizing the importance of integrated platforms over point products [24][39] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in future net new ARR reacceleration, driven by strong customer relationships and platform adoption [55][60] - The geopolitical landscape and increasing cyber threats are seen as opportunities for growth, with a focus on enhancing threat intelligence capabilities [20][22] - Management anticipates improved visibility and operating margins in the second half of FY 2026, setting the stage for further acceleration in FY 2027 [55][73] Other Important Information - The company achieved a gross dollar retention rate of 97%, indicating strong customer loyalty [9][54] - The Falcon Flex model has led to significant increases in module adoption, with customers averaging over nine modules [62] - The company is the first cybersecurity ISV to exceed $1 billion in deal value on AWS Marketplace in a single calendar year [9][47] Q&A Session Summary Question: How is Falcon Flex driving better value for customers? - Falcon Flex allows customers to consolidate vendors and add modules without lengthy procurement cycles, leading to significant increases in ARR [83][86] Question: What are the growth rates for cloud and identity products? - The growth in cloud and identity has been influenced by customer demand and the importance of these areas for protection against identity-based attacks [90][92] Question: How did the company approach guidance for the year? - The company is optimistic about upselling opportunities as customer commitment packages expire, which should lead to reacceleration in net new ARR [96][100] Question: What is the contribution from existing customers to net retention rates? - The dollar-based net retention rate has fluctuated due to larger, longer deals, but the company remains confident in upselling opportunities [104][106] Question: What is the competitive environment around AI security? - The uptake of Charlotte AI has been strong, with positive feedback from customers regarding its efficiency and integration into workflows [110][113] Question: What is the status of exposure management as a competitive offering? - The company has enhanced its exposure management capabilities, allowing for full replacements of legacy products, which is driving customer interest [117][120] Question: How much did the Adaptive Shield acquisition contribute to net new ARR? - The contribution from Adaptive Shield was minimal in terms of ARR, but customer interest and adoption have been strong since its announcement [123][127] Question: How quickly are customers utilizing Falcon Flex dollars from CCP? - Customers are leveraging Falcon Flex dollars effectively, leading to earlier renewals and upsell events, contributing to robust deal values [130][132]

Financial Results Q4 FY 2025 As of March 4, 2025 ® CrowdStrike, Inc. All rights reserved. Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," ...

CrowdStrike Holdings (CRWD) reported $1.06 billion in revenue for the quarter ended January 2025, representing a year-over-year increase of 25.2%. EPS of $1.03 for the same period compares to $0.95 a year ago.The reported revenue represents a surprise of +2.40% over the Zacks Consensus Estimate of $1.03 billion. With the consensus EPS estimate being $0.85, the EPS surprise was +21.18%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...