Overview
- CrowdStrike reported adjusted earnings of $1.12 per share on $1.31 billion in revenue, surpassing consensus estimates of $1.10 and about $1.3 billion.
- GAAP results showed Q4 net income of $38.7 million, or 15 cents per share, while the company posted a full-year GAAP loss of $162.5 million on $4.81 billion in revenue.
- Guidance calls for Q1 revenue of roughly $1.36 billion with EPS of $1.06 to $1.07, and full-year revenue of $5.87 billion to $5.93 billion with EPS of $4.78 to $4.90.
- Subscription ARR stands at $4.92 billion, up 23% year over year and roughly 95% of revenue, with analysts flagging early Falcon Flex adoption (about 1%–3% of the base) as a key upsell driver.
- Shares are down about 18% this year on AI-related worries; options pricing implied a roughly 7% post-earnings swing as analysts largely stay positive, with Wells Fargo initiating Overweight at $450 and JPMorgan trimming its target to $472 while keeping Overweight.