CrowdStrike(US:CRWD) ZACKS·2025-08-22 14:15Core Viewpoint - Analysts forecast a decline in CrowdStrike Holdings' earnings per share (EPS) while expecting revenue growth in the upcoming quarterly report [1]. Earnings Estimates - CrowdStrike is expected to report quarterly earnings of $0.83 per share, reflecting a year-over-year decline of 20.2% [1]. - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their projections [2]. Revenue Projections - Anticipated revenues for the quarter are $1.15 billion, representing a 19.2% increase compared to the same quarter last year [1]. - Analysts predict 'Revenue- Subscription' to be $1.10 billion, indicating a 19.5% year-over-year change [5]. - The estimate for 'Revenue- Professional services' is $52.16 million, suggesting a 14.3% increase year over year [5]. Key Metrics - The 'Annual recurring revenue (ARR)' is projected to reach $4,640.75 million, up from $3,864.51 million in the same quarter last year [5]. - Analysts estimate 'Remaining Performance Obligations (RPO)' at $6.43 billion, compared to $4.90 billion in the same quarter of the previous year [6]. - 'Non-GAAP subscription gross profit' is expected to be $878.44 million, up from $740.47 million in the same quarter last year [6]. - 'Non-GAAP professional services gross profit' is forecasted at $18.24 million, compared to $15.47 million in the same quarter last year [7]. - 'GAAP professional services gross profit' is projected to reach $10.48 million, up from $8.12 million in the same quarter last year [7]. - 'GAAP subscription gross profit' is expected to be $853.61 million, contrasting with the year-ago figure of $718.35 million [8]. Stock Performance - CrowdStrike shares have decreased by 10.4% over the past month, while the Zacks S&P 500 composite has increased by 1.1% [8]. - The company holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [8].