Here's What Key Metrics Tell Us About CrowdStrike (CRWD) Q3 Earnings

Core Insights - CrowdStrike Holdings (CRWD) reported revenue of $1.23 billion for the quarter ended October 2025, reflecting a year-over-year increase of 22.2% and surpassing the Zacks Consensus Estimate of $1.21 billion by 1.61% [1] - The company's EPS for the quarter was $0.96, up from $0.93 in the same quarter last year, exceeding the consensus estimate of $0.94 by 2.13% [1] Financial Performance Metrics - Annual recurring revenue (ARR) reached $4.92 billion, slightly above the average estimate of $4.90 billion from nine analysts [4] - Remaining Performance Obligations (RPO) stood at $7.90 billion, exceeding the two-analyst average estimate of $7.38 billion [4] - Subscription revenue was reported at $1.17 billion, compared to the 11-analyst average estimate of $1.16 billion, marking a year-over-year increase of 21.4% [4] - Professional services revenue was $65.54 million, surpassing the average estimate of $58.51 million from 11 analysts, and reflecting a year-over-year growth of 38.1% [4] - Non-GAAP subscription gross profit was $942.31 million, exceeding the estimate of $926.88 million from eight analysts [4] - Non-GAAP professional services gross profit was $25.49 million, above the average estimate of $20.88 million from eight analysts [4] - GAAP professional services gross profit was reported at $15.65 million, compared to the average estimate of $13.02 million from five analysts [4] - GAAP subscription gross profit reached $910.79 million, surpassing the estimate of $900.62 million from five analysts [4] Stock Performance - Over the past month, CrowdStrike shares have returned -3.3%, while the Zacks S&P 500 composite experienced a -0.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]