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01/10 05:35
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CrowdStrike Holdings Inc (CRWD) is set to release its FY2026Q3 earnings performance on 12/02 05:00:00 in After Hours trading. Consensus forecasts predict a revenue of 1.22B and an earnings per share (EPS) of 0.94 for the FY2026Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
CrowdStrike is expected to surpass earnings expectations due to strong ARR growth, robust free cash flow margins, and increased adoption of its AI-driven security solutions.
Net New ARR Growth: Multiple analysts (Barclays, BTIG, Truist) cite partner checks indicating upside to consensus net new ARR estimates ($239M vs. potential $255M–$260M). Next-Gen SIEM adoption is driving doubled ASPs (BTIG), and strategic partnerships (NVIDIA, CoreWeave, Amazon) expand market reach.
Ending ARR Growth: Accelerating demand for Falcon platform modules (Identity, Cloud, SIEM) and AI-driven security solutions (e.g., Charlotte AI, Pangea acquisition) support sustained >20% YoY growth.
Free Cash Flow: Operational efficiency improvements (partner feedback on Flex pricing model) and scale benefits suggest FCF margins will remain robust (~35% of revenue).
Revenue vs. Guidance: Strong enterprise adoption of consolidated security platforms and SMB traction via Amazon Business Prime partnership likely drive revenue above guidance.
Rationale: CrowdStrike’s channel momentum, AI product cycle, and raised FY27 targets justify a premium outcome.
The earnings call highlights strong financial performance, with record net income and high subscription gross margins. Product development is robust, with emerging segments performing well and AI integration enhancing offerings. Market strategy is solid, with strategic partnerships and a focus on observability. Financial health is strong, despite high operating expenses. Shareholder returns are not explicitly mentioned, but overall guidance is optimistic. The Q&A section supports these positives, with analysts showing interest in growth areas. The absence of market cap data suggests a moderate reaction, leading to a positive stock price prediction.
The earnings call summary and Q&A session reveal strong financial performance, strategic partnerships, and optimistic guidance. Key highlights include robust ARR growth, high subscription gross margins, and a significant share repurchase plan. The company is confident in its market strategy, with successful product adoption and strategic realignment for growth. While the management was unclear about growth sustainability beyond FY '26, the positive outlook for net retention, acquisitions, and market positioning supports a positive sentiment. The absence of specific market cap data suggests a moderate positive impact on stock price.
CrowdStrike Holdings Inc (CRWD) is scheduled to release its FY2026Q3 earnings report onDec 2, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 1.22B in revenue and an EPS of 0.94 for CrowdStrike Holdings Inc's FY2026Q3.
Intellectia's exclusive AI algorithms forecast a Strong Beat forCrowdStrike Holdings Inc's FY2026Q3 earnings, with a prediction date of Dec 2, 2025. CrowdStrike Holdings Inc CrowdStrike is expected to surpass earnings expectations due to strong ARR growth, robust free cash flow margins, and increased adoption of its AI-driven security solutions.
Leverage Intellectia's AI forecast to position trades ahead of theDec 2, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
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Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
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