Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra America. Other people, my friends. Hey, I'm just trying to make a little bit of money here. My job is not just to entertain, but to educate, to teach you. Call me 1800 743 CBC. Tweet me, Chim Kmer. Okay, we keep hearing about the overstretched consumer and the chilly job market. Now, based on this endless drum beat of negative news, shouldn't the stock market by all mean measures and means be way down? >> Just today, we got some ugly data points. The ADP ...

Core Viewpoint - CrowdStrike Holdings, Inc. is a leading player in the cybersecurity industry, with strong financial performance and a positive growth outlook supported by its Falcon platform [1][2][4]. Financial Performance - For the quarter ending in October 2025, CrowdStrike reported revenue of $1.23 billion, reflecting a 22.2% year-over-year increase and surpassing the Zacks Consensus Estimate of $1.21 billion [2][6]. - The company's earnings per share (EPS) reached $0.96, exceeding the consensus estimate of $0.94, marking a 26.3% year-over-year increase [3][6]. - CrowdStrike has consistently outperformed earnings expectations over the past four quarters, with an average surprise of 11.5% [3]. Future Guidance - CrowdStrike has raised its guidance for fiscal year 2026, projecting revenues of up to $4.81 billion, indicating confidence in its growth trajectory [4]. - The company's Annual Recurring Revenue (ARR) has significantly increased to $4.92 billion, with $265.3 million in net new ARR [4]. Stock Performance - Despite positive financial results, CrowdStrike's stock price recently declined to $511.04, down 1.07%, with a market capitalization of approximately $126.6 billion [5]. - The stock has fluctuated between a low of $298 and a high of $566.90 over the past year [5]. Analyst Outlook - Scotiabank set a price target of $613 for CrowdStrike, suggesting a potential upside of 19.17% from its trading price of $514.40 at the time [1][6].

The U.S. stock market demonstrated resilience on Wednesday, December 3rd, 2025, with major indexes closing higher for the seventh time in eight sessions. Investor optimism was largely fueled by fresh economic data that bolstered expectations for a Federal Reserve interest rate cut next week, despite a mixed picture on the labor front. Technology stocks, however, presented a more varied performance, with some giants facing headwinds while others surged on strong earnings and strategic acquisitions.Major Inde ...

Core Insights - CrowdStrike Holdings reported quarterly results that surpassed Wall Street expectations, driven by record customer additions and strong demand for its AI-enabled cybersecurity platform [1] Financial Performance - Adjusted EPS was $0.96, exceeding the consensus estimate of $0.94 [1] - Revenue increased by 22% to $1.23 billion, above the expected $1.21 billion, with subscription revenue rising 21% to $1.17 billion [1] - Annual recurring revenue (ARR) grew 23% to $4.92 billion, including a record $265 million in net new ARR, representing a 73% increase from the previous year [2] Subscription Model - Over $1.35 billion of ARR is associated with the Falcon Flex subscription model, which saw over 200% year-over-year growth [2] Cash Generation - The company achieved record cash-generation metrics, reporting $398 million in operating cash flow and $296 million in free cash flow [3] - Adjusted operating income rose to $265 million from $201 million a year earlier, although the net loss on a GAAP basis widened to $34 million [3] Future Outlook - The CFO indicated that the company is capitalizing on AI-driven demand, raising expectations for second-half net new ARR growth to at least 50% year-over-year [3] - CrowdStrike forecasts fiscal 2026 revenue between $4.8 billion and $4.81 billion, slightly above the consensus of $4.78 billion, with adjusted EPS projected at $3.70–$3.72, ahead of analyst expectations [4]

Core Insights - Scotiabank upgraded CrowdStrike's rating to "Outperform" and raised its price target from $600 to $613, reflecting strong investor confidence driven by the company's financial performance [1] Financial Performance - CrowdStrike reported revenue of $1.23 billion for the quarter ending October 2025, a 22.2% increase year-over-year, exceeding the Zacks Consensus Estimate of $1.21 billion by 1.61% [2] - The company's earnings per share (EPS) reached $0.96, up from $0.93 the previous year, surpassing the consensus estimate of $0.94 with a surprise of 2.13% [3] - Over the past four quarters, CrowdStrike has consistently outperformed earnings expectations, averaging a surprise of 11.5% [3] Annual Recurring Revenue - CrowdStrike's annual recurring revenue (ARR) increased to $4.92 billion, with $265.3 million in net new ARR, indicating strong demand and market share capture [4] - The company raised its guidance for fiscal year 2026, anticipating revenues of up to $4.81 billion [4] Stock Performance - Despite a positive outlook, CrowdStrike's stock is currently priced at $502.78, reflecting a decrease of approximately 2.67% or $13.78 [5] - The stock has fluctuated between a low of $486.30 and a high of $507.35, with a market capitalization of approximately $124.55 billion [5]

It's time now for our 360 round. For that, let's bring in our panel to discuss the earnings from Crowd Strike. Joining us, Ian Tian, the CEO and co-founder of Mattermost, and Dave Kronister, founder and CEO of Parameter Security.Ian, we'll start with you. What are your overall thoughts on yesterday's report. >> Yeah, thank you.I think it was great news. I just seeing that the Crowd Strike is a bell weather for the cyber industry and what we're really seeing is large enterprise deals are continuing to happen ...

Question-and-Answer SessionI felt like a very strong quarter on all regards. But in your words, what stood out?Yes. Cool. I think I want to talk a lot about the high-level strategy here. But given we're just off earnings last night and before we get into the bigger picture, maybe just review some of the highlights from last night.George KurtzCo-Founder, President, CEO & Director Well, I think if you look at the quarter, it was broad based performance. Obviously, our ARR stands out year-over-year, 73% growth ...

Core Insights - CrowdStrike Holdings, Inc. (CRWD) stock price has appreciated by 8% and has outperformed the S&P 500 [1] - The previously projected price target of $528 for CRWD has been exceeded [1] Company Overview - CrowdStrike specializes in cybersecurity solutions and has shown strong performance in the stock market [1] - The company is influenced by macroeconomic trends and investor behavior, which are critical for its stock performance [1] Market Context - The analysis highlights the importance of understanding central bank policies and sector rotation in shaping investment strategies [1] - The current market conditions have been navigated effectively over the past decade, indicating resilience and adaptability [1]

CrowdStrike Conference Call Summary Company Overview - **Company**: CrowdStrike (NasdaqGS:CRWD) - **Event**: 2025 Conference on December 03, 2025 Key Highlights Financial Performance - **Annual Recurring Revenue (ARR)**: Achieved 73% year-over-year growth, indicating strong demand across product lines [3][12] - **Free Cash Flow**: Recorded a record high, showcasing effective cash management [3][12] - **Gross Margin**: Subscription gross margin stood at 81%, reflecting operational efficiency [3][12] - **Net New ARR**: Best quarter since calendar Q4 2023, indicating robust customer acquisition [4] Acquisitions - **Recent Acquisitions**: Two companies were acquired, contributing a net new revenue of $2.8 million, which was clarified to avoid misinterpretation [6][7] - **Onum Acquisition**: Positioned as a game changer for next-gen SIEM, enhancing capabilities in data pipelining and observability [35][36] Product and Platform Strategy - **Falcon Flex**: $135 billion of ARR is now flowing through Flex contracts, which allows customers to commit to a broader range of services while enjoying flexibility [17][19] - **Next-Gen SIEM**: Close to 100% growth, with significant customer wins indicating a shift from legacy systems [24][25] - **AI Integration**: Emphasis on AI's role in security operations, with a focus on developing autonomous SOC capabilities [38][45] Market Dynamics - **Legacy Replacement Cycle**: Customers are increasingly frustrated with traditional SIEM solutions, driving demand for next-gen alternatives [24][25] - **Greenfield Opportunities**: Potential to penetrate the SIEM market at lower tiers, targeting smaller companies that require visibility into their security posture [28][29] Competitive Landscape - **AWS Partnership**: Announcement of Falcon Next-Gen SIEM as the default SIEM for AWS Security Hub, expected to open new customer opportunities [30][32] - **F5 Collaboration**: Integration with F5 appliances to enhance security offerings, attracting new customers [33][34] AI and Security - **AI Threat Landscape**: Increased concern among customers regarding AI-driven attacks, leading to elevated security budgets [39][40] - **Falcon Shield**: Significant growth in demand for Falcon Shield, which secures AI applications and SaaS environments [42][44] - **Charlotte AI**: Positive feedback on Charlotte's capabilities in improving security operations, with significant time savings in investigations [45][49] M&A Strategy - **Disciplined Approach**: CrowdStrike maintains a high bar for acquisitions, focusing on technology and team integration rather than just revenue growth [53][54] Future Outlook - **Fiscal 2027 Target**: CrowdStrike aims for 20% net new ARR growth, supported by a strong pipeline and market opportunities driven by AI [56][57] Additional Insights - **Customer Engagement**: Customers are increasingly looking for integrated solutions that reduce complexity and cost, driving the demand for CrowdStrike's platform [25][28] - **Data Control**: Owning and controlling the data fabric is seen as a competitive advantage in the evolving security landscape [37] This summary encapsulates the key points discussed during the CrowdStrike conference call, highlighting the company's strong financial performance, strategic initiatives, and market positioning.

For the quarter ended October 2025, CrowdStrike Holdings (CRWD) reported revenue of $1.23 billion, up 22.2% over the same period last year. EPS came in at $0.96, compared to $0.93 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.21 billion, representing a surprise of +1.61%. The company delivered an EPS surprise of +2.13%, with the consensus EPS estimate being $0.94.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...