CrowdStrike
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CrowdStrike beats Wall Street expectations
Youtube· 2025-12-02 23:17
Well, Crowd Strike is just out now with its third quarter results. Let's get you those numbers. Q3 EPS 96 cents versus an estimate of 94 cents. Q3 revenue 1.23% billion versus an estimate of 1.21% billion.So, beats there on the bottom and the top. Let's get to the guidance. Q4 adjusted EPS calling for between 109 to 111.The estimate was 108. Q and Q4 revenue, they're calling for between 1.2% 29 or 1.3% billion. The estimate was 1.29% billion.And for fullear revenue outlook, they're now seeing, it looks like ...
CrowdStrike(CRWD) - 2026 Q3 - Earnings Call Transcript
2025-12-02 23:02
CrowdStrike (NasdaqGS:CRWD) Q3 2026 Earnings Call December 02, 2025 05:00 PM ET Company ParticipantsBrian Essex - Executive Director of US Software Equity ResearchGeorge Kurtz - CEO and FounderFatima Boolani - Managing Director and Co-Head of US Software Equity ResearchAdam Borg - Managing Director of Equity ResearchRoger Boyd - Software Equity ResearchBurt Podbere - CFOAndy Nowinski - VP of Investor Relations and Strategic FinanceConference Call ParticipantsMeta Marshall - Cybersecurity, Network, and Equip ...
CrowdStrike(CRWD) - 2026 Q3 - Earnings Call Transcript
2025-12-02 23:02
CrowdStrike (NasdaqGS:CRWD) Q3 2026 Earnings Call December 02, 2025 05:00 PM ET Company ParticipantsBrian Essex - Executive Director of US Software Equity ResearchGeorge Kurtz - CEO and FounderFatima Boolani - Managing Director and Co-Head of US Software Equity ResearchAdam Borg - Managing Director of Equity ResearchRoger Boyd - Software Equity ResearchBurt Podbere - CFOAndy Nowinski - VP of Investor Relations and Strategic FinanceConference Call ParticipantsMeta Marshall - Cybersecurity, Network, and Equip ...
CrowdStrike(CRWD) - 2026 Q3 - Earnings Call Transcript
2025-12-02 23:00
CrowdStrike (NasdaqGS:CRWD) Q3 2026 Earnings Call December 02, 2025 05:00 PM ET Speaker1Hello, and welcome to CrowdStrike's Fiscal Third Quarter 2026 Financial Results Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, we will conduct a question-and-answer session. Please be advised that today's conference is being recorded. I would now like to hand the call over to Andy Nowinski, Vice President of Investor Relations and Strategic Finance. Andy, plea ...
CrowdStrike Holdings, Inc. 2026 Q3 - Results - Earnings Call Presentation (NASDAQ:CRWD) 2025-12-02
Seeking Alpha· 2025-12-02 22:30
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US stocks close higher, bitcoin bounces back, plus CrowdStrike beats Wall Street expectations
Youtube· 2025-12-02 22:24
Market Overview - Major indices experienced gains, with the Dow up 184 points (0.4%), NASDAQ slightly higher, and S&P 500 up 0.25% [3][4] - Tech sector led the day with a 1% increase, followed by industrials and communication services, while energy sector was the worst performer, down 1.25% [4][5] Company Highlights - Apple achieved its seventh consecutive day of gains, rising 7% over the past 10 days, with six of those days marking all-time closing highs [6] - Boeing stock surged approximately 10% in a single day, contributing to industrial sector gains [7] - Airlines also performed well, with United Airlines up 3%, Southwest up nearly 2%, and Delta Airlines up 1.5% [8] CrowdStrike Earnings - CrowdStrike reported Q3 EPS of $0.96, beating estimates of $0.94, and revenue of $1.23 billion, exceeding the $1.21 billion estimate [26][27] - Q4 guidance for adjusted EPS is projected between $1.09 and $1.11, with revenue expected between $1.29 billion and $1.3 billion [27] - Net new ARR grew 23%, accelerating from 20% in the previous quarter, indicating strong performance [29] Marvel Earnings - Marvel reported Q3 EPS of $0.76, slightly above the estimate of $0.74, and revenue of $2.075 billion, beating the midpoint of guidance by $15 million [41][42] - The company announced the acquisition of Celestial AI for $3.25 billion, which initially caused shares to drop over 6% [43][44] Investment Strategy Insights - Market performance is seen as a reassessment of concentrated positions rather than a broad risk-off trade, with investors looking towards 2026 [10][12] - Valuations for several mega-cap tech companies are near five-year lows despite accelerating earnings, presenting potential investment opportunities [13][14] - Global diversification is recommended, with a focus on developed and emerging markets, particularly in sectors like AI and technology [19][20]
CrowdStrike Narrows Outlook, Logs Higher Sales
WSJ· 2025-12-02 22:02
The cybersecurity company posted a loss of $34.0 million, or 14 cents a share, in the quarter ended Oct. 31, compared with a loss of $16.8 million, or 7 cents a share, a year earlier. ...
CrowdStrike(CRWD) - 2026 Q3 - Earnings Call Presentation
2025-12-02 22:00
Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "predict," "project," "should," "will," "would," or t ...
CrowdStrike forecasts upbeat quarterly revenue as AI adoption fuels growth
Reuters· 2025-12-02 21:57
CrowdStrike forecast fourth-quarter revenue above analysts' estimates on Tuesday, as the cybersecurity firm benefits from growing adoption of AI across its product suite. ...
CrowdStrike tops Q3 estimates, raises full-year guidance
Proactiveinvestors NA· 2025-12-02 21:37
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...