Workflow
Falcon新一代安全信息和事件管理(SIEM)产品
icon
Search documents
CrowdStrike(CRWD.US)Q3营收指引不及预期 拟收购Onum以强化安全业务
智通财经网· 2025-08-28 03:55
Group 1 - The core viewpoint of the article highlights CrowdStrike's strong Q2 performance, with revenue growth of 21% year-over-year to $1.17 billion, surpassing market expectations of $1.15 billion [1] - Adjusted earnings per share (EPS) for Q2 were reported at $0.93, exceeding the market forecast of $0.83 [1] - Annual recurring revenue (ARR) increased by 20% year-over-year, reaching $4.66 billion [1] Group 2 - CrowdStrike anticipates Q3 revenue to be between $1.21 billion and $1.22 billion, which is below the market expectation of $1.23 billion [1] - The company raised its full-year revenue guidance to a range of $4.75 billion to $4.81 billion, aligning with market expectations [1] - The adjusted EPS forecast for the full year is set between $3.60 and $3.72, better than the market expectation of $3.51 [1] Group 3 - CEO George Kurtz noted that business growth accelerated earlier than expected, contributing to a strong Q2 performance [2] - The company achieved a record $221 million in new ARR for Q2 and surpassed 1,000 Flex customers [2] - CrowdStrike announced the acquisition of Onum, which is expected to enhance its Falcon next-generation SIEM product [2]