CrowdStrike Holdings, Inc.'s Stock Analysis

CrowdStrike Reports Q2 Fiscal 2026 Financial Results and Growth

CrowdStrike Holdings, Inc. announced its financial results for the second quarter of fiscal year 2026, ending July 31, 2025. The company achieved a total revenue of $1.17 billion, marking a 21% increase from the previous year, with subscription revenue at $1.10 billion, up 20%. The annual recurring revenue (ARR) grew to $4.66 billion, reflecting a 20% year-over-year increase, and the company added $221 million in net new ARR during the quarter. Additionally, CrowdStrike reported record cash flow from operations of $333 million and free cash flow of $284 million for the quarter.

Despite the revenue growth, CrowdStrike reported a GAAP loss from operations of $113 million, compared to a profit in the same quarter last year. The GAAP net loss attributable to the company was $77.7 million, with a diluted net loss per share of $0.31. In contrast, the non-GAAP net income was a record $237.4 million, translating to $0.93 per diluted share. The company also announced its intention to acquire Onum Technology Inc. and highlighted its recognition as a leader in various cybersecurity assessments.

Aug 27, 2025 16:11:24

CrowdStrike Reports $1 Billion Share Repurchase Authorization

CrowdStrike Holdings, Inc. announced its financial results for the first quarter of fiscal year 2026, reporting a total revenue of $1.10 billion, which is a 20% increase from the previous year. The company's ending Annual Recurring Revenue (ARR) surpassed $4.4 billion, with $194 million added in net new ARR during the quarter. The company also achieved record cash flow from operations of $384 million and free cash flow of $279 million, despite reporting a GAAP net loss of $110.2 million for the quarter.

In addition to the financial results, CrowdStrike's board of directors approved a share repurchase program of up to $1 billion. This program allows the company to repurchase its common stock based on market conditions. The company highlighted its strong deal momentum with the Falcon Flex platform, which has seen significant growth, and a robust pipeline for the second half of the fiscal year. The announcement of the share repurchase reflects management's confidence in the company's future performance.

Jun 03, 2025 16:06:56

CrowdStrike Announces Workforce Reduction of 500 Positions

CrowdStrike has announced a realignment of its business operations in response to an evolving threat landscape and increasing complexity faced by its customers. Approximately 500 positions, or about 5% of the workforce, will be impacted as the company aims to enhance efficiency and maintain its leadership in cybersecurity. The affected employees will be notified over the next few days, with the company ensuring compliance with local laws and consultation requirements.

The company will continue to hire in customer-facing and product engineering roles while focusing on simplifying execution and investing in high-impact opportunities. CrowdStrike is committed to supporting departing employees with severance, health benefits, and career services. The management expressed a commitment to transforming cybersecurity and emphasized the importance of aligning the company's mission with market needs.

May 07, 2025 06:03:11

CrowdStrike Reports Increased Revenue Amid Operational Losses and Changes

CrowdStrike announced a 25% increase in total revenue for the fourth quarter of fiscal year 2025, reaching $1.06 billion, with subscription revenue growing by 27% to $1.01 billion. The company also reported a 23% year-over-year growth in Annual Recurring Revenue (ARR), totaling $4.24 billion, and achieved record cash flows, generating $1.38 billion in operating cash flow and $1.07 billion in free cash flow for the year. Additionally, the module adoption rates among customers showed positive growth, indicating increasing engagement with CrowdStrike's services.

On the downside, CrowdStrike reported a GAAP loss from operations of $85.3 million for the fourth quarter, a decline from an income of $29.7 million in the same period last year. The company also experienced a GAAP net loss of $92.3 million, compared to a net income of $53.7 million in the fourth quarter of fiscal 2024. Furthermore, the GAAP net loss per share was $0.37, down from an income of $0.22 per share in the previous year. Changes in the presentation of non-GAAP measures were also announced, which may impact future reporting.

Mar 04, 2025 16:11:41

CrowdStrike Achieves $1 Billion Quarterly Revenue in Q3 FY2025

CrowdStrike reported notable financial growth in its third quarter for fiscal year 2025, surpassing $4 billion in annual recurring revenue (ARR) with a year-over-year increase of 27%, reaching $4.02 billion. The company also exceeded $1 billion in total quarterly revenue, marking a 29% increase from the previous year, and generated $326 million in cash flow from operations, contributing to a free cash flow of $231 million. The high gross retention rate of over 97% indicates strong customer loyalty and adoption of its Falcon platform, alongside successful new offerings and partnerships that enhance its market position.

On the downside, CrowdStrike reported a GAAP loss from operations of $55.7 million, a stark contrast to the income of $3.2 million recorded in the same quarter last year. The GAAP net loss attributable to the company was $16.8 million, compared to a net income of $26.7 million in the prior year, reflecting a significant decline in profitability. These losses were attributed to increased operational costs and challenges following a July incident that impacted performance, highlighting ongoing risks in managing rapid growth and operational execution.

Nov 26, 2024 16:07:01

CrowdStrike Achieves Strong Growth Amid Cybersecurity Challenges

CrowdStrike has reported impressive financial results for the second quarter of fiscal year 2025, showcasing a 32% increase in total revenue, reaching $963.9 million. The company also saw significant growth in its annual recurring revenue (ARR), which climbed to $3.86 billion, and net income attributable to the company surged over five times compared to the previous year, reaching $47 million. Additionally, CrowdStrike achieved record operating and free cash flow, highlighting its strong cash generation capabilities. The leadership emphasized their commitment to innovation and customer satisfaction, particularly in light of recent cybersecurity incidents.

Despite the positive financial performance, the company acknowledged challenges stemming from a recent cybersecurity incident that occurred on July 19, 2024. While CrowdStrike is focused on enhancing its resilience and improving customer engagement, the incident may have implications for customer trust and market perception. Nonetheless, the company remains optimistic about its growth trajectory and plans to continue investing in its Falcon platform to meet evolving cybersecurity needs. The results reflect a robust market position, but the incident serves as a reminder of the ongoing challenges in the cybersecurity landscape.

Aug 28, 2024 16:07:19

CrowdStrike Reports Strong Q1 Fiscal Year 2025 Results

CrowdStrike's Q1 FY25 shows 33% ARR growth, $3.65B ARR, $212M net new ARR. Record cash flow with $383M operating and $322M free cash flow. Revenue up 33% to $921M. GAAP net income $42.8M. Recent highlights include new SIEM and partnerships. Financial outlook raises guidance for Q2 and FY25 with total revenue expected to reach $4B+ by year-end.

Jun 04, 2024 16:06:21

CrowdStrike Reports Strong Financial Growth in Q4 2024

CrowdStrike's Q4 2024 shows a 34% increase in Ending ARR, reaching $3.44 billion, with record GAAP and non-GAAP net income. They achieved $282 million in net new ARR and $845.3 million in revenue. The company's full-year fiscal 2024 revenue increased by 36% to $3.06 billion, with strong cash flow and net income growth. CrowdStrike received industry recognition and expanded partnerships, aiming to profitably scale the business further.

Mar 05, 2024 16:07:26

CrowdStrike Reports Record Q3 Financial Results and Milestones

CrowdStrike's Q3 fiscal year 2024 results show a 35% year-over-year growth in Annual Recurring Revenue (ARR) surpassing $3 billion, with record net new ARR of $223 million. The company achieved record profitability, cash flow, and cash equivalents. They also announced several product launches and acquisitions, recognition in industry reports, and increased financial guidance for Q4 and fiscal year 2024, reflecting strong performance and growth prospects.

Nov 28, 2023 16:06:55