CrowdStrike Q4 Earnings: Outage Narrative Returns, FCF Margins Compress
CrowdStrike's fiscal 2026 guidance shows slowing growth below 30%, moving it away from its "hyper-growth" status and raising valuation concerns. At 64x forward free cash flow, CRWD stock's valuation feels stretched, especially with shrinking margins and negative operating leverage. Expected free cash flow of $1.4 billion is solid but not as strong as anticipated, leading to a more moderate outlook.
CrowdStrike: The Post-Earnings Dip Makes No Sense, Buy
CrowdStrike's Falcon Platform, a cloud-native cybersecurity solution, leads the market with AI integration and a SaaS subscription model, driving high revenue visibility. With a TAM projected to reach $250 billion by CY29, CrowdStrike's growth potential is substantial, making it a prime investment opportunity. CrowdStrike's impressive financial performance, including a 23.5% YoY ARR growth and significant free cash flow, supports a target price of $585 per share.
CrowdStrike Holdings, Inc. (CRWD) Q4 2025 Earnings Call Transcript
CrowdStrike Holdings, Inc. (NASDAQ:CRWD ) Q4 2025 Earnings Conference Call March 4, 2025 5:00 PM ET Company Participants Maria Riley - VP, IR George Kurtz - CEO & Founder Burt Podbere - CFO Conference Call Participants Saket Kalia - Barclays Brian Essex - JPMorgan Gabriela Borges - Goldman Sachs Tal Liani - Bank of America Joel Fishbein - Truist Securities Matt Hedberg - RBC Andrew Nowinski - Wells Fargo Fatima Boolani - Citi Gregg Moskowitz - Mizuho Joseph Gallo - Jefferies Patrick Colville - Scotiabank Operator Hello, and welcome to CrowdStrike's Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
Compared to Estimates, CrowdStrike (CRWD) Q4 Earnings: A Look at Key Metrics
The headline numbers for CrowdStrike (CRWD) give insight into how the company performed in the quarter ended January 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CrowdStrike Holdings (CRWD) Beats Q4 Earnings and Revenue Estimates
CrowdStrike Holdings (CRWD) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $0.95 per share a year ago.
CrowdStrike falls 9% on disappointing earnings forecast
CrowdStrike slumped more than 9% after issuing disappointing earnings guidance. The company said it expects earnings per share, excluding some items, of between $3.33 and $3.45, falling short of the $4.42 expected by LSEG.
CrowdStrike sees more costs ahead in the aftermath of last summer's outage
CrowdStrike's stock is falling in the wake of a larger-than-expected loss and disappointing profit guidance.
CrowdStrike's Fiscal Q4 Results Top Estimates
CrowdStrike (CRWD 1.94%), a leading provider of cloud-native cybersecurity solutions, released its fiscal 2025 fourth-quarter earnings on March 4. The company reported earnings per share of $1.03, outpacing analysts' consensus estimate of $0.86, and revenue clocked in at $1.059 billion compared to the anticipated $1.03 billion.
CrowdStrike Stock Falls as Earnings Forecast Disappoints
CrowdStrike (CRWD) shares fell in extended trading Tuesday after the company issued an earnings forecast that fell short of analysts' expectations.
Crowdstrike forecasts first-quarter revenue below estimates
Cybersecurity firm Crowdstrike forecast first-quarter revenue slightly below estimates, as it grapples with weak spending on its cybersecurity products.
EARNINGS ALERT: CRWD & FLUT
FanDuel parent company Flutter (FLUT) reported a strengthened balance sheet and believes its FY24 momentum has carried into 2025. Meanwhile, Crowdstrike (CRWD) fell on weaker-than-expected guidance.
CrowdStrike Earnings Top Estimates. Cybersecurity Firm's Outlook Underwhelms.
CrowdStrike delivered Q4 earnings that beat estimates. The cybersecurity firm's fiscal 2026 sales outlook for CrowdStrike stock underwhelmed.
