CRWD Earnings Prediction
The chart below shows how CRWD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CRWD sees a -1.10% change in stock price 10 days leading up to the earnings, and a +5.17% change 10 days following the report. On the earnings day itself, the stock moves by -0.68%. This data can give you a slight idea of what to expect for the next quarter's release.
CRWD Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.01B
28.52%
4.80%
Gross Margin
74.75%
-0.59%
-0.82%
Operating Margin
-5.52%
-1480.00%
-475.51%
Net Margin
-1.66%
-148.97%
-134.30%
EPS
-0.07
-163.64%
-136.84%
No Data Available
CRWD Earnings Analysis
CrowdStrike Holdings, Inc. Class A Common Stock Corporation (CRWD.O) Earnings Conference Call
Positive
ARR Growth Milestone: Ending ARR surpassed $4 billion, marking a 27% year-over-year growth and adding $153 million in the quarter.
Record Q3 Revenue Growth: Q3 revenue exceeded $1 billion for the first time in company history, with subscription revenue growing 31% year-over-year.
Free Cash Flow Analysis: Free cash flow reached $230.6 million, representing 23% of revenue, and was impacted by planned investments in data centers and R&D.
Falcon Flex Transactions Success: Closed over 150 Falcon Flex transactions, representing more than $600 million in total deal value.
Acquisition of Adaptive Shield: Announced and closed the acquisition of Adaptive Shield, enhancing our SaaS posture management capabilities.
Negative
Net Loss Analysis: GAAAP net loss attributable to Crowd Strike was $16.8 million, primarily due to $33.9 million in expenses related to the July 19th incident.
Operating Expenses Increase: Total non-GAAP operating expenses in the third quarter were $591.7 million compared to $436.1 million in the prior year.
Strong Quarter Performance: Our third quarter results reflect our focused execution and relentless customer-first mindset, which drove a strong finish and quarter-over-quarter increase in pipeline despite continued headwinds and a pause in pipeline generation at the start of the quarter following July 19.
Increased Tax Expense: We expect to incur additional GAAP tax expense in Q4 of approximately $58 million due to previous acquisitions.
Deal Registrations Increase: We ended Q3 with deal registrations up year-over-year, a marked turnaround from incident levels.
CRWD FAQs
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CRWD Earning Call Sentiment
CrowdStrike Holdings, Inc. (CRWD) Q3 2025 Earnings Call Transcript
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CRWD.O
-0.31%Positive
The earnings call summary indicates strong financial performance with a 29% increase in total revenue and a 31% increase in subscription revenue. The company has a strong liquidity position and profitability in the subscription segment. Despite some uncertainties in Q4, the overall sentiment from the Q&A suggests confidence in the company's strategy and customer retention. The positive growth metrics and optimistic guidance outweigh the minor concerns, leading to a positive sentiment rating.