Key Takeaways CRWD's Q3 earnings and $1.23B in revenues beat estimates, rising on strong Falcon adoption.ARR hit $4.92B with $265.3M in net new ARR and broad multi-module customer uptake.CRWD raised FY26 guidance, expecting up to $4.81B in revenues and higher non-GAAP earnings.CrowdStrike Holdings, Inc. ((CRWD) reported non-GAAP earnings per share of 96 cents for the third quarter of fiscal 2026, which surpassed the Zacks Consensus Estimate by 2.1% and came ahead of management’s guidance of 93-95 cents. Mor ...

Macy's - Macy's reported its strongest sales growth in over three years, with adjusted EPS of 9 cents per share, surpassing expectations of a loss [1][2] - Revenue reached $4.7 billion, also better than expected, and the company has lifted its full-year sales and earnings outlook for the second consecutive quarter [2][3] - Full-year sales are now expected to be between $21.4 billion and $21.63 billion, but shares are declining due to caution around holiday spending as consumers are becoming more selective [3][4] - Bloomingdale's showed significant growth with a 9% increase in comparable sales, while Blue Mercury saw a 1.1% increase [4] CrowdStrike - CrowdStrike's adjusted EPS came in at 96 cents, slightly above the expected 94 cents, with revenue of $1.23 billion, also beating expectations [6][7] - The company provided an upbeat Q4 forecast, guiding for revenue between $1.29 billion and $1.3 billion, which is above Wall Street's expectations [8] - Annual recurring revenue rose 23% to nearly $4.92 billion, indicating strong subscription trends and demand for its AI-powered cybersecurity tools [9] Oaka - Oaka reported adjusted EPS of 82 cents, exceeding the expected 75 cents, with revenue of $742 million, also above the forecast of $730 million [11] - Total revenue grew by 12%, and subscription revenue increased by 11%, while free cash flow jumped to $211 million from $154 million a year ago [12] - The company withheld fiscal 2027 guidance, citing a need for conservatism, which negatively impacted investor sentiment [13]

格隆汇12月3日｜德意志银行将CrowdStrike的目标价从435美元上调至475美元，维持"持有"评级。(格隆 汇) ...

Core Viewpoint - The article emphasizes the importance of reliable information in investment decisions, highlighting the need for accurate and timely data to guide investors in their strategies [1]. Group 1 - The company provides various resources for investors, including stock charts, stock checkups, and market analysis tools [1]. - The platform aims to educate investors on market trends and investment strategies, ensuring they have access to comprehensive financial information [1]. - The information presented is intended for educational purposes and should not be construed as a direct recommendation for buying or selling securities [1]. Group 2 - The company utilizes data from reputable sources to enhance the reliability of its information, although it does not guarantee the accuracy or timeliness of this data [1]. - Historical performance data is provided, but it is noted that past performance is not indicative of future results [1]. - The company maintains a variety of digital platforms to engage with investors and provide updates on market conditions [1].

Cybersecurity giant CrowdStrike Holdings Inc.’s (NASDAQ:CRWD) CEO George Kurtz issued a stark warning during the company's third-quarter earnings, citing a growing wave of AI-driven cyber threats from adversarial nation-states, including China.AI Is Expanding ‘Attack Surface’During the company’s earnings call on Tuesday, Kurtz said, “AI is rapidly expanding the attack surface,” noting that businesses are beginning to onboard a whole new type of workforce, “the agentic workforce.”“Humans using agents to do m ...

Core Insights - CrowdStrike Holdings, Inc. is a leading player in the cybersecurity industry, offering innovative solutions such as endpoint protection, threat intelligence, and cyberattack response, distinguishing itself with a single platform strategy and Falcon Flex subscription model [1] Financial Performance - For the quarter ending October 2025, CrowdStrike reported earnings per share (EPS) of $0.96, exceeding the estimated $0.93, resulting in an earnings surprise of 2.13% [2][6] - The company's revenue for the same quarter reached approximately $1.23 billion, surpassing the estimated $1.21 billion, reflecting a 22% year-over-year increase [3][6] - Annual recurring revenue (ARR) grew by 23%, reaching $4.92 billion, with $265.3 million in net new ARR added during the quarter [4][6] Market Position and Valuation - CrowdStrike's strong financial performance has attracted investor interest, evidenced by a price-to-sales ratio of 28.03 and an enterprise value to sales ratio of 27.16, indicating a high valuation relative to revenue [5] - The company maintains a solid financial position with a debt-to-equity ratio of 0.20 and a current ratio of 1.81, ensuring liquidity to cover short-term liabilities [5]

With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Dollar Tree Inc. (NASDAQ:DLTR) to report quarterly earnings at $1.08 per share on revenue of $4.70 billion before the opening bell, according to data from Benzinga Pro. Dollar Tree shares rose 0.5% to $109.49 in after-hours trading.CrowdStrike Holdings Inc. (NASDAQ:CRWD) reported better-than-expected financial results for the third quarter and raised its ...

Revenue Growth - Annual Recurring Revenue (ARR) reached $4.9 billion as of October 31, 2025, representing a year-over-year growth of 23% compared to $4.0 billion in 2024, which had a growth of 27%[180] - Total revenue for the three months ended October 31, 2025, increased by $224.1 million, or 22%, compared to the same period in 2024, reaching $1,234.2 million[205] - Total revenue increased by $611.5 million, or 21%, for the nine months ended October 31, 2025, compared to the same period in 2024[218] - Subscription revenue accounted for 95% of total revenue for both the three months ended October 31, 2025, and 2024, with subscription revenue increasing by $206.0 million, or 21%[206] - Professional services revenue increased by $18.1 million, or 38%, for the three months ended October 31, 2025, compared to the same period in 2024[207] - Professional services revenue increased by $42.3 million, or 30%, for the nine months ended October 31, 2025, compared to the same period in 2024[220] Expenses and Losses - Loss from operations for the three months ended October 31, 2025, was $69.4 million, compared to a loss of $55.7 million in 2024, representing a 25% increase in loss[203] - Net income attributable to CrowdStrike for the three months ended October 31, 2025, was $(33.997) million, a 102% increase in loss compared to $(16.822) million in 2024[203] - General and administrative expenses increased by $40.3 million, or 32%, for the three months ended October 31, 2025, compared to the same period in 2024[203] - General and administrative expenses increased by $173.3 million, or 51%, for the nine months ended October 31, 2025, compared to the same period in 2024, primarily due to expenses related to the July 19 Incident and an increase in stock-based compensation[227] - The company reported a net loss of $332.4 million for the nine months ended October 31, 2025, with a loss from operations of $384.9 million[246] Cash Flow and Financial Position - As of October 31, 2025, the company had $4.8 billion in cash and cash equivalents, along with $750 million available under its Revolving Facility, expected to meet cash needs for at least the next 12 months[233] - Net cash provided by operating activities was $1.1 billion for the nine months ended October 31, 2025, despite a net loss of $222.6 million[239] - Net cash used in investing activities totaled $641.5 million, primarily due to business acquisitions of $380.9 million and purchases of property and equipment of $199.6 million[240] - Net cash provided by financing activities was $81.1 million, mainly from the employee stock purchase plan and capital contributions from non-controlling interests[241] Cost of Revenue and Profitability - Total cost of revenue increased by $52.7 million, or 21%, for the three months ended October 31, 2025, reaching $307.8 million[208] - Gross profit for the three months ended October 31, 2025, was $926.4 million, a 23% increase from $755.1 million in 2024[210] - Subscription gross margin remained flat at 78% for the three months ended October 31, 2025, compared to the same period in 2024[210] - Professional services gross margin increased by six percentage points to 24% for the three months ended October 31, 2025, compared to 18% in 2024[211] Sales and Marketing Strategy - The company expects to continue investing significantly in sales and marketing efforts to grow its customer base both domestically and internationally[175] - Following the July 19 Incident, the company has experienced delays in creating sales opportunities and longer sales cycles, which may affect future revenue metrics[176] - The company has a low friction land-and-expand sales strategy, allowing customers to start with any number of cloud modules and easily add more over time[168] - The company views its professional services as a significant lead generator for new subscriptions, indicating a strategic focus on expanding its customer base[190] - Sales and marketing expenses increased by $72.8 million, or 18%, for the three months ended October 31, 2025, compared to the same period in 2024[212] Research and Development - Research and development expenses are expected to increase in dollar amount as the company invests in its technology architecture and software platform[195] - Research and development expenses increased by $72.0 million, or 26%, for the three months ended October 31, 2025, compared to the same period in 2024[213] - Research and development expenses increased by $266.6 million, or 35%, for the nine months ended October 31, 2025, compared to the same period in 2024[226] Deferred Revenue and Backlog - Deferred revenue as of October 31, 2025, was $4.1 billion, with $2.9 billion expected to be recognized as revenue in the next 12 months[236] - The company had a backlog of approximately $3.8 billion, which is subject to change based on customer agreements and renewals[258] - The company does not utilize backlog as a key management metric internally, indicating that it may not be a reliable indicator of future revenue performance[258] Employee and Labor Relations - The company had 10,410 full-time employees as of October 31, 2025, with no employees in the U.S. represented by a labor union[262] - The company has not experienced any work stoppages and considers its relations with employees to be good[262] Tax and Interest - The provision for income taxes increased by $4.4 million, or 71%, for the three months ended October 31, 2025, compared to the same period in 2024[217] - The provision for income taxes increased by $12.9 million, or 52%, during the nine months ended October 31, 2025, primarily due to foreign income taxes and withholding taxes[231] - Interest expense rose by $822,000, or 4%, while interest income decreased by $2.5 million, or 2%, for the nine months ended October 31, 2025, compared to the same period in 2024[228][229] Accounting and Compliance - There have been no significant changes in critical accounting policies and estimates during the nine months ended October 31, 2025, compared to the previous fiscal year[256] - Recent accounting pronouncements have been disclosed in the company's condensed consolidated financial statements, indicating ongoing compliance with accounting standards[266]

Market Overview - Major U.S. stock indices finished higher, with the Dow Jones up nearly 0.4% at 47,474.46, S&P 500 gaining 0.25% to 6,829.37, and Nasdaq advancing almost 0.6% to 23,413.67 [1] Marvell Technology - Marvell shares rose 1.96% to close at $92.89, with adjusted earnings of 76 cents per share and revenue of $2.08 billion, up from $1.52 billion a year earlier, indicating continued growth [2][3] - The company reported record data center sales and a positive full-year growth outlook, forecasting revenue growth above 40% for the fiscal year, driven by AI infrastructure spending [2][3] CrowdStrike - CrowdStrike stock gained 2.46% to finish at $516.55, with third-quarter revenue reaching just over $1.23 billion, a 22% year-over-year increase, and adjusted earnings of 96 cents [4][5] - Subscription revenue rose 21% to $1.17 billion, and annual recurring revenue grew 23% to $4.92 billion, with $265.3 million in net new ARR added [5][6] Boeing - Boeing shares surged 10.15% to close at $205.38, as the company outlined expectations for higher 737 and 787 jet deliveries in 2026 and reaffirmed its intention to acquire Spirit AeroSystems [7][8] - Management's updated production outlook suggested an acceleration in widebody and narrowbody output, which could improve cash flow and margins as supply chain conditions stabilize [8] Intel Corporation - Intel stock climbed 8.65% to finish at $43.47, amid speculation that Apple could utilize Intel's advanced 18A manufacturing process for M-series processors [9][10] - The company is positioned as a leader in U.S.-based advanced chipmaking, with new fabs planned in Arizona and Ohio, and the potential Apple deal is seen as a strategic supply-chain pivot [11] Pure Storage - Pure Storage shares advanced 6.97% to close at $94.72, with quarterly revenue of $964.45 million, exceeding estimates, and earnings of 58 cents meeting expectations [12][13] - Subscription revenue rose 14% to $429.7 million, and annual recurring revenue climbed 17% to $1.8 billion, with the company raising its fiscal 2026 revenue outlook to $3.63–$3.64 billion [13]

Core Insights - CrowdStrike Holdings (CRWD) reported quarterly earnings of $0.96 per share, exceeding the Zacks Consensus Estimate of $0.94 per share, and showing an increase from $0.93 per share a year ago, resulting in an earnings surprise of +2.13% [1] - The company achieved revenues of $1.23 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 1.61% and increasing from $1.01 billion year-over-year [2] - CrowdStrike's stock has increased approximately 47.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.8% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.09 on revenues of $1.29 billion, and for the current fiscal year, it is $3.67 on revenues of $4.78 billion [7] - The estimate revisions trend for CrowdStrike was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Security industry, to which CrowdStrike belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% of industries [8]