CrowdStrike reported strong Q3'25 earnings but faces growth headwinds due to the July 19th incident, leading to reduced eq4'25 EPS guidance. Despite the incident, CrowdStrike achieved a 27% ARR growth and maintained a 97% customer retention rate, driven by Falcon Flex, large deal, and customer expansions. Through acquisitions, CrowdStrike expanded its identity protection capabilities, code-to-cloud, and data protection services to strengthen the Falcon Platform offerings.
CRWD's recent snafus has impacted its financial performance in FQ3'25, with more underperformance likely over the next few quarters as hinted by the management. This is on top of the underwhelming net new Annual Recurring Revenues and bottom-line performance, worsened by the elongated sales cycle and delayed/ flexible payments. Combined with the maturing growth profile and the downgraded consensus forward estimates, we believe that CRWD's recent stock price recovery has been overly fast and furious.
In this video, I will cover CrowdStrike's (CRWD -4.59%) recent earnings report and explain why investors pay a premium for this stock. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Though it started the year strong, CrowdStrike (NASDAQ: CRWD) experienced a stock market catastrophe when one of its software updates caused a global IT outage.
CrowdStrike (CRWD) shares slumped Wednesday, a day after the cybersecurity company reported an unexpected loss for the third quarter as it grapples with the fallout from a massive outage in July, but analysts are still bullish on the stock.
CrowdStrike Holdings Inc CRWD stock is trading lower Wednesday after the company reported third-quarter financial results.
CrowdStrike Holdings, Inc. has now reported two quarters, 2QFY25 and 3QFY25, since its summer outage, underscoring two things: resilience and stickiness. CrowdStrike surpassed its $4B ending ARR milestone, reporting ARR as $4.02B, ahead of estimates for $4.01B. This quarter, CrowdStrike reported a GRR of 97% and net retention of 115%, with customers actually choosing to add products.
Wall Street is reacting to CrowdStrike's (NASDAQ: CRWD) full-quarter earnings report after the cybersecurity giant experienced a major global IT outage in July.
Shares of cloud-based cybersecurity company CrowdStrike Holdings (CRWD -5.88%) dropped on Wednesday after the company reported financial results for its fiscal third quarter of 2025. Results beat expectations and management raised its full-year guidance.
CRWD's third-quarter fiscal 2025 results reflect the benefits of strong adoption of the Falcon platform by its customers.
Nicole Petallides dives into the latest tech earnings at the NYSE market site. For Crowdstrike (CRWD), she points to a bullish analyst community, including Wedbush's Dan Ives with a $390 price target.
Morningstar's Ahmed Khan reacts to the latest report from cybersecurity giant: Crowdstrike (CRWD). He notes that the "intensity & frequency" of cyberattacks are "pointing in the wrong direction" which he says could benefit cybersecurity vendors.