Financial Performance - CrowdStrike's Q3 FY2026 ending annual recurring revenue (ARR) reached $4.92 billion, a 23% year-over-year increase[8] - Net new ARR for Q3 FY2026 was $265 million, representing a 73% year-over-year growth[8] - The company achieved a record operating income of $265 million in Q3 FY2026[8] - Q3 FY2026 diluted earnings per share (EPS) was $0.96[8] - Free cash flow for Q3 FY2026 was $296 million, with a free cash flow margin of 24%[8] Platform Adoption - Module adoption rates among subscription customers are increasing, with 49% adopting 6+ modules, 34% adopting 7+ modules, and 24% adopting 8+ modules[19] Market Opportunity - CrowdStrike estimates the cybersecurity total addressable market (TAM) to be $140 billion in CY2026 and $300 billion in CY2030[12, 14] Guidance - The company projects total revenue for Q4 FY2026 to be between $1.29 billion and $1.3 billion[32] - Non-GAAP income from operations for Q4 FY2026 is projected to be between $315.4 million and $319.4 million[32] - Full year FY2026 total revenue is expected to be between $4.7966 billion and $4.8066 billion[32]

By Kritika Lamba Dec 2 (Reuters) - CrowdStrike (CRWD) forecast fourth-quarter revenue above analysts' estimates on Tuesday, as the cybersecurity firm ​benefits from growing adoption of AI across its ‌product suite. Shares of the company fell 2% in premarket trading on Wednesday. The company has ‌been rolling out AI-driven features on its Falcon platform, including new detection and triage tools launched in September, as part of a broader push to consolidate security operations and attract customers ⁠see ...

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 raised its fiscal year 2026 guidance, signaling resilient demand for the company’s expanding portfolio of AI-enabled cybersecurity products https://t.co/4PqLGdoVKU ...

Core Insights - The Q3 earnings season has shown solid performance, with a projected 13.4% increase in earnings per share for S&P 500 companies, marking the fourth consecutive quarter of double-digit growth [2][25] - Retailers are under scrutiny as they report results, particularly in light of softening consumer sentiment ahead of the holiday shopping season [4] Earnings Reports - Macy's reported a surprise profit with its strongest comparable sales in over three years, but its elevated sales guidance fell short of last year's numbers, leading to a 3% drop in stock [5] - American Eagle Outfitters experienced an 11% stock surge after reporting a profit per share of $0.53, exceeding estimates, and a 6% year-over-year revenue increase to $1.36 billion [7][8] - CrowdStrike raised its full-year revenue guidance after reporting a 22% year-over-year revenue increase to $1.23 billion, despite a diluted loss per share of $0.14 [10][11][12] - Okta's revenue rose 12% to $742 million, beating estimates, but the stock fell due to market reactions [15][16] - Marvell reported earnings per share of $2.20 on revenue of $2.07 billion, but its stock slid 6% after announcing a $3.25 billion acquisition of Celestial AI [17][18] - Credo's stock surged 20% after reporting a profit of $0.44 per share and revenue of $268 million, both exceeding expectations [20][21] - MongoDB's stock soared 15% after reporting revenue of $628.3 million, a 19% year-over-year increase, and a smaller-than-expected loss per share [22][23][24] Market Reactions - Despite solid earnings, market reactions have been more negative than usual, with stocks of companies that missed earnings estimates dropping by an average of 5% [25][27] - Companies that beat earnings estimates saw an average stock price increase of only 0.4%, below the five-year average of 0.9% [26] Sector-Specific Insights - Deere's stock fell 5% after its outlook for the year fell short of expectations amid uncertainty in the US farm economy [28] - Dick's Sporting Goods reported a GAAP earnings per diluted share of $2.07, missing estimates, leading to a 2% drop in stock [40] - Abercrombie & Fitch's stock surged over 18% after reporting earnings per share of $2.36, driven by strong sales at its Hollister brand [42][43] - Best Buy's stock rose 3% after beating analysts' estimates and raising its full-year outlook [46] - Kohl's stock soared 42% after reporting better-than-expected results and increasing its full-year outlook [47] - Alibaba's stock rose 4% after beating quarterly revenue estimates, driven by investments in one-hour delivery and strong growth in its cloud division [48]

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, ...

分组1 - Okta reported third quarter adjusted EPS of $0.82, beating estimates of $0.76, with revenue of $742 million, exceeding expectations of $730.5 million [1][2] - For the fourth quarter, Okta forecasts EPS between $0.84 and $0.85, with revenue estimates of $748 to $750 million, surpassing previous estimates of $738.6 million [2][3] - Fiscal year revenue is now expected to be $2.91 billion, up from earlier estimates of $2.88 to $2.89 billion, indicating upward revisions across the board [3][4] 分组2 - Remaining performance obligations (RPO) grew by 17% year-over-year to $4.292 billion, while current remaining performance obligations (CRPO) increased by 13% to $2.328 billion, slightly above expectations [5][7] - Analysts expressed concerns about a potential deceleration in growth, as the current RPO number may indicate challenges for near-term revenue [6][9] - The company operates primarily on a subscription model, with over 80-90% of revenue derived from subscriptions, making the backlog of orders critical for future revenue [6][12] 分组3 - Marvell's third quarter EPS came in at $0.76, slightly above expectations, with revenue of $2.07 billion, also just above the forecast [15][17] - Marvell announced the acquisition of Celestial AI for approximately $3.25 billion, which has raised concerns among investors regarding the impact on stock performance [16][22] - The expected gross margins for the quarter are between 51.1% and 52.1%, with potential impacts on free cash flow due to the acquisition and expansion in the AI space [19][20] 分组4 - CrowdStrike reported third quarter EPS of $0.96, beating expectations of $0.94, with revenue of $1.23 billion, slightly above the forecast of $1.21 billion [27][28] - For the fourth quarter, CrowdStrike's EPS guidance is between $1.09 and $1.11, with revenue expected to be between $1.29 billion and $1.3 billion, aligning with estimates [28][30] - The company achieved record Q3 net new recurring revenue of $265 million, a 73% year-over-year acceleration, with an ending annual recurring revenue of $4.92 billion, up 23% year-over-year [33][34]

Okta Inc (NASDAQ:OKTA) delivered a top- and bottom-line beat for the third quarter of fiscal 2026 after the market close on Tuesday. Here’s a rundown of the report.OKTA shares are trending. Check the market position here.Q3 Highlights: Okta posted third-quarter revenue of $742 million, beating analyst estimates of $730.36 million, according to Benzinga Pro. Third-quarter adjusted earnings came in at 82 cents per share, beating expectations of 76 cents per share.The cloud-native cybersecurity company said to ...

Core Insights - Kroll and CrowdStrike have formed a multi-year strategic partnership to enhance managed detection and response (MDR) services and improve cyber resilience for customers globally [1][2]. Partnership Details - Kroll plans to migrate protection for over 500,000 endpoints to the CrowdStrike Falcon platform, utilizing Falcon Complete Next-Gen MDR through the Falcon Complete for Service Providers program [2]. - The partnership aims to consolidate multiple legacy tools onto CrowdStrike's AI-native platform, enabling faster and more effective detection, investigation, and remediation [2]. Performance Metrics - The Falcon Complete Next-Gen MDR platform achieves a 75% reduction in mean time to respond (MTTR) and resolves over 13 million detections annually, showcasing its capability to combine expert-led operations with AI-driven automation [3]. Industry Impact - The partnership is viewed as a pivotal moment for the MDR market, setting a new standard by integrating world-class expertise with advanced AI technology for enhanced protection [4]. - Kroll emphasizes its commitment to protecting clients against sophisticated global threats using state-of-the-art cyber technology [4]. Company Background - CrowdStrike is recognized as a global cybersecurity leader, offering a cloud-native platform designed to protect critical enterprise risk areas, including endpoints and cloud workloads [5]. - Kroll, with nearly 100 years of experience, provides financial and risk advisory solutions, leveraging insights and technology to help clients navigate complex demands [9].

Cybersecurity company Okta forecast fourth-quarter revenue above Wall Street estimates on Tuesday, betting on growing demand for its identity and access management solutions. ...