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CrowdStrike

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011, and is headquartered in Austin, TX.

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CrowdStrike achieves record profitability and revenue growth, eyes SMB market

CrowdStrike delivered exceptional financial results, achieving record profitability and strong revenue growth. While facing challenges with longer sales cycles and cyber insurance costs, the company is well-positioned to capitalize on opportunities in the SMB market, cross-selling, and AI-driven margin improvements.

CrowdStrike exceeds Q2 guidance, sees strong SMB market opportunities

CrowdStrike's Q2 performance exceeded expectations, with strong revenue growth and raised outlook for FY 2024. The company's Falcon platform is driving consolidation and seeing strong adoption in the SMB market. Despite challenges in deal closures, CrowdStrike remains confident in achieving targets and is focused on aggressive investment while maintaining profitability metrics.

CrowdStrike achieves record Q3 performance, emphasizes cybersecurity leadership

CrowdStrike Holdings reported a record Q3, highlighting strong financial and operational performance, leadership in key cybersecurity areas, and a robust go-to-market strategy. While facing challenges such as industry weakness and uncertain budget flush potential, the company remains focused on driving innovation and seizing opportunities presented by its product offerings and market positioning.

CrowdStrike achieves record Q4 performance, eyes SMB market growth

CrowdStrike's Q4 2023 earnings call reflects exceptional performance, strategic strengths in AI-driven security solutions, and a focus on SMB market expansion.
While facing challenges in deal closures and margin fluctuations, the company is well-positioned to capitalize on opportunities in the SMB space and enhance shareholder value.
Overall, CrowdStrike's balanced approach to growth and profitability, coupled with its market leadership in cybersecurity, sets a positive trajectory for future success.

CrowdStrike achieves record profitability and revenue growth in Q1

CrowdStrike's Q1 2024 earnings call showcased exceptional financial performance, record profitability, and revenue growth, driven by strategic initiatives and market demand. While facing challenges in deal durations and sales cycles, the company's strengths in partnerships, innovative products, and market positioning offer avenues for continued success and growth.

CrowdStrike surpasses Q2 expectations, eyes growth in cybersecurity platforms

CrowdStrike delivered strong financial performance, highlighted by exceeding guidance, record margins, and significant growth in key business segments. While facing challenges from macroeconomic factors and competitive uncertainties, the company remains well-positioned to capitalize on opportunities in legacy displacements, platform offerings, and AI-driven solutions.

CrowdStrike achieves record Q3 earnings, poised for continued growth

CrowdStrike's Q3 earnings call highlighted exceptional performance, strong financial metrics, and a positive outlook for continued growth and profitability. The company's emphasis on innovation, customer-centric approach, and strategic acquisitions position it well for future success.

CrowdStrike excels in Q4, poised for growth amidst cybersecurity challenges

CrowdStrike's Q4 performance exceeded expectations, showcasing strong financials and market traction.
The company's focus on innovation, AI-driven cybersecurity, and strategic partnerships positions them well for future growth.
Despite challenges in the threat landscape and billing duration, CrowdStrike's strengths in technology and market strategy offer promising opportunities.

CrowdStrike reports record Q1 earnings, raises FY 2025 guidance

CrowdStrike delivered exceptional Q1 results, showcasing strong financial performance and continued profitability amidst investments in growth and innovation.
The company's Falcon platform and Falcon Flex subscription model are driving platform adoption and customer wins, with a focus on consolidating cybersecurity solutions.
Despite challenges like increased SBC and a tough macro environment, CrowdStrike remains well-positioned to capitalize on opportunities in AI security and platform expansion.

CrowdStrike reports strong Q2 results amidst incident, eyes long-term growth

CrowdStrike's Q2 performance showcased resilience and growth potential despite challenges, with a focus on long-term vision and customer loyalty.
The company's strengths in platform adoption, partner relationships, and financial performance position it well for future opportunities and market leadership.
While facing short-term challenges like muted upsell values and persisting headwinds, CrowdStrike remains committed to innovation and achieving long-term growth targets.

CrowdStrike exceeds Q3 expectations, sees growth in key verticals

CrowdStrike delivered a stellar performance in Q3, surpassing key milestones and demonstrating strong growth across various metrics. The company's strategic focus on key verticals and subscription models is paying off, positioning it well for future growth and market leadership.

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Okta

It's the cybersecurity sector's turn to take the spotlight after earnings.

2 Cybersecurity Stocks Moving Sharply After Earnings

CrowdStrike's Q2 results show the benefits of strong adoption of the Falcon platform. However, the stock is likely to be weighed down by lowered FY25 guidance.

CRWD Q2 Earnings Beat: Will Weak FY25 Guidance Drag Down Shares?

Palo Alto Networks

Cybersecurity stocks for your September 2024 watchlist.

2 Cybersecurity Stocks To Watch In September 2024

I am downgrading CrowdStrike stock from a "buy" to a "hold" as I believe the stock provides little margin of safety as the management slashes its FY25 revenue and earnings guidance. Although the company beat on both revenue and earnings in Q2 with strong product adoption rates, management warned of elongated sales cycles since the July 19th global outage event. With management expecting headwinds to Net New ARR and renewal rates, it also did not provide its customer count for $100K+ ARR, which is concerning.

CrowdStrike: Resilient Q2 Performance, Fragile FY25 Outlook

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced that it has been named a Leader in the 2024 Frost Radar™: Global Cloud Workload Protection Platform (CWPP) for the second consecutive year. CrowdStrike was recognized as an innovation and growth leader for its ability to simplify and scale cloud security through a single, unified platform. CrowdStrike Falcon® Cloud Security provides global customers with unified code-to-cloud protection to stop cloud breaches. According.

CrowdStrike Named a Frost Radar™ Leader in Cloud Workload Protection Platforms for the Second Consecutive Year

Buying best-in-class stocks is never cheap, and CrowdStrike stock is no exception.

CrowdStrike Stock Earnings: Is This a Buy-the-Dip Moment?

NEW YORK CITY, NY / ACCESSWIRE / August 29, 2024 / Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against CrowdStrike Holdings, Inc. ("CrowdStrike" or "the Company") (NASDAQ:CRWD) and certain of its officers. Class Definition This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired CrowdStrike securities between November 29, 2023, and July 29, 2024, inclusive (the "Class Period").

CRWD Shareholders Have Opportunity to Lead CrowdStrike Holdings, Inc. Class Action Lawsuit – Contact Bronstein, Gewirtz and Grossman, LLC Today!

NEW YORK , Aug. 29, 2024 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of CrowdStrike Holdings, Inc. (NASDAQ: CRWD). Shareholders who purchased shares of CRWD during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment.

Class Action Filed Against CrowdStrike Holdings, Inc. (CRWD) Seeking Recovery for Investors - Contact The Gross Law Firm

CrowdStrike's guidance revision and profitability concerns lead me to downgrade the stock, favoring SentinelOne for its faster growth and better risk-reward profile. Despite strong Q2 results, a significant IT outage and competitive pressures have impacted CrowdStrike's near-term sales and growth prospects. CrowdStrike's revised revenue growth rate of 28% y/y and high valuation at 49x forward non-GAAP income make it less compelling.

CrowdStrike Q2 Earnings: Not Enough Blood On The Street (Rating Downgrade)

Microsoft

Cybersecurity firm CrowdStrike Holdings Inc (NASDAQ:CRWD) has reduced its revenue and profit forecasts following a global outage in July caused by a faulty software update. Affecting internet services for 8.5 million Microsoft Windows devices, it led to widespread flight cancellations, while many organisations and businesses were also hit.

CrowdStrike bares the scars of Microsoft outage as forecast are cut

CrowdStrike Holdings, Inc. (NASDAQ:CRWD ) Q2 2025 Earnings Conference Call August 28, 2024 5:00 PM ET Company Participants Maria Riley - VP, IR George Kurtz - President, CEO & Co-Founder Burt Podbere - CFO Conference Call Participants Hamza Fodderwala - Morgan Stanley Brian Essex - JPMorgan Saket Kalia - Barclays Tal Liani - Bank of America Joel Fishbein - Truist Gabriela Borges - Goldman Sachs Rob Owens - Piper Sandler Matthew Hedberg - RBC Capital Markets Fatima Boolani - Citi Andrew Nowinski - Wells Fargo Roger Boyd - UBS Joseph Gallo - Jefferies Gregg Moskowitz - Mizuho Operator Hello, and welcome to CrowdStrike's Fiscal Second Quarter 2025 Financial Results Conference Call. At this time, all participants are in a listen-only mode.

CrowdStrike Holdings, Inc. (CRWD) Q2 2025 Earnings Call Transcript

The headline numbers for CrowdStrike (CRWD) give insight into how the company performed in the quarter ended July 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, CrowdStrike (CRWD) Q2 Earnings: A Look at Key Metrics

CrowdStrike Holdings, Inc. shares have been heavily penalized following the July 19th incident. Q2 earnings suggest that the fundamental impact on the company hasn't been that material, which could further fuel the recent rebound. The valuation gap to other leading SaaS companies has significantly narrowed, making CrowdStrike Holdings shares more investible at current levels.

Crowd Trust: CrowdStrike Escapes Material Impact From Global Outage

Revenue rose 32% to $964 million, exceeding the high end of guidance. Non-GAAP net income was $261 million, surpassing management's expectations by 5.2%.

CrowdStrike Reports 32% Revenue Growth in Fiscal Q2

CrowdStrike Holdings (CRWD) beat top-line expectations but lowered its full-year guidance Wednesday in its first earnings report since a failed software update caused a global outage last month.

Crowdstrike Posts Revenue Surprise and Scales Back Its Outlook

CrowdStrike Holdings (CRWD) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.74 per share a year ago.

CrowdStrike Holdings (CRWD) Tops Q2 Earnings and Revenue Estimates

CrowdStrike stock rose as Q2 financial results topped expectations amid a fiscal 2025 guidance cut in the wake of July's IT outage.

CrowdStrike Earnings Beat. Cybersecurity Firm Cuts Guidance Across The Board.

CrowdStrike CRWD -2.09%decrease; red down pointing triangle cut its outlook for the year and issued downbeat guidance for its current quarter, reflecting the impact of one of the worst computer outages ever.

CrowdStrike Cuts Guidance in Wake of Cyber Outage That Hit Millions

CrowdStrike's results were stronger than expected for the quarter, but it reduced full-year guidance owing to incentives for a customer commitment package after a widespread July 19 outage. The cybersecurity software company apologized to customers and partners, but it's dealing with class-action suits and a legal threat from Delta Air Lines.

CrowdStrike beats quarterly consensus but lowers full-year guidance

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike Holdings, Inc. (Nasdaq: CRWD) today announced that it will host a briefing for investors on September 18, 2024 during its Fal.Con 2024 customer conference. Event: CrowdStrike Investor Briefing Location: Las Vegas Date: Wednesday, September 18, 2024 Presentation time: 11:00 a.m. PDT Space for the event is limited and pre-registration is required. Analysts and investors interested in attending are encouraged to contact Investor Relations at investors@cr.

CrowdStrike to Webcast Investor Briefing

CrowdStrike cut its annual revenue forecast on Wednesday, in a sign that demand for its cybersecurity products took a hit from last month's global Windows outage caused by a faulty update from the company.

CrowdStrike cuts annual revenue forecast

Ending ARR grows 32% year-over-year to reach $3.86 billion, adding $218 million in net new ARR. Grows GAAP net income more than 5x year-over-year and record non-GAAP net income grows 45% year-over-year.

CrowdStrike Reports Second Quarter Fiscal Year 2025 Financial Results

LOS ANGELES, CA / ACCESSWIRE / August 28, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against CrowdStrike Holdings, Inc. ("CrowdStrike" or "the Company") for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between November 29, 2023 and July 29, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before September 30, 2024.

The Schall Law Firm Seeks Investor Participation In A Securities Fraud Lawsuit Against CrowdStrike Holdings Inc

Snowflake

Warren Buffett recognizes that a company's reputation a critical asset. A bungled software update from CrowdStrike led to millions of crashing PCs and global IT disruption.

These 2 Tech Stocks Could Be in the Middle of Proving Warren Buffett Right

NEW YORK CITY, NY / ACCESSWIRE / August 28, 2024 / Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against CrowdStrike Holdings, Inc. ("CrowdStrike" or "the Company") (NASDAQ:CRWD) and certain of its officers. Class Definition This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired CrowdStrike securities between November 29, 2023, and July 29, 2024, inclusive (the "Class Period").

News for CrowdStrike Stock (CRWD)