AI驱动需求韧性凸显 CrowdStrike(CRWD.US)Q3业绩超预期并上调全年指引

Core Viewpoint - CrowdStrike Holdings Inc. reported better-than-expected Q3 results and raised its FY2026 guidance, highlighting strong demand for its AI-driven cybersecurity products [1][6]. Financial Performance - For Q3 FY2026, the company reported revenue of $1.23 billion, a 22% year-over-year increase, exceeding analyst expectations of $1.21 billion [1]. - Adjusted earnings per share (EPS) were $0.96, surpassing the forecast of $0.94 [1]. - Subscription revenue grew by 21% to $1.17 billion, while annual recurring revenue (ARR) increased by 23% to $4.92 billion, with a net new ARR of $265.3 million for the quarter [1]. - Net cash generated from operating activities was $397.5 million, and free cash flow reached $295.9 million [1]. - As of the end of the quarter, CrowdStrike held $4.8 billion in cash and cash equivalents [1]. Future Outlook - The company expects full-year revenue to be between $4.797 billion and $4.807 billion, up from a previous range of $4.749 billion to $4.805 billion, with analyst expectations at $4.784 billion [1]. - Adjusted EPS guidance for the year was raised from $3.60 to $3.72 to a new range of $3.70 to $3.72, above the market expectation of $3.67 [1]. Industry Context - The cybersecurity industry is facing increasing threats from cybercriminals and state-sponsored hackers, with some attackers utilizing AI to enhance their methods [5]. - This has led to a strong demand for cybersecurity solutions, prompting companies to invest more in AI security systems to address the growing complexity of digital threats [5]. - Competitors in the market include Palo Alto Networks Inc. and SentinelOne Inc., indicating a competitive landscape [5]. Strategic Initiatives - CrowdStrike is promoting AI-driven features on its Falcon platform, including newly launched detection and classification tools [5]. - The CFO noted that as customers consolidate on the Falcon platform, the company is capitalizing on AI-driven demand opportunities, leading to record sales channel growth [6]. - The optimistic outlook reflects a recovery in business for the company, which has grown to be one of the largest cybersecurity providers since its founding in 2011 [6].