CrowdStrike Holdings Inc
CRWD
$512.03 -0.21%
Exchange: NASDAQ | Sector: Technology | Industry: Software Infrastructure
Q4 2024
Published: Mar 7, 2024

Earnings Highlights

  • Revenue of $845.34M up 32.6% year-over-year
  • EPS of $0.22 increased by 204.8% from previous year
  • Gross margin of 75.2%
  • Net income of 53.70M
  • ""Free is never free. Customers understand the difference between product pricing and the total lifetime cost of operating inferior technology."" - George Kurtz
CRWD
CrowdStrike Holdings Inc

Executive Summary

CrowdStrike Holdings Inc (CRWD) demonstrated remarkable performance in Q4 2024, achieving record revenue of $845.3 million, marking a YoY growth of 33%. This quarter's net income reached $53.7 million, translating to $0.22 per diluted share, both figures surpassing expectations and underscoring the firm's operational efficiency and competitive edge in the cybersecurity landscape. Management highlighted a substantial increase in net new Annual Recurring Revenue (ARR), recording $282 million, which reflects a 27% year-over-year growth, affirming the company's significant market traction and customer demand for its Falcon platform. Moreover, CrowdStrike's cash flow from operations totaled $347 million, indicating robust free cash flow generation at 33% of revenue, which will bolster investments and growth strategies moving into fiscal year 2025.

Key Performance Indicators

Revenue
Increasing
845.34M
QoQ: 7.55% | YoY: 32.63%
Gross Profit
Increasing
636.08M
75.20% margin
QoQ: 7.63% | YoY: 37.75%
Operating Income
Increasing
31.10M
QoQ: 883.21% | YoY: 150.57%
Net Income
Increasing
53.70M
QoQ: 101.38% | YoY: 209.74%
EPS
Increasing
0.22
QoQ: 100.00% | YoY: 204.76%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 1,168.95 -0.31 +21.3% View
Q1 2026 1,103.43 -0.44 +19.8% View
Q4 2025 1,058.54 -0.37 +25.2% View
Q3 2025 1,010.18 -0.07 +28.5% View
Q2 2025 963.87 0.19 +31.7% View
Q4 2024 845.34 0.22 +32.6% View