CrowdStrike Holdings Inc
CRWD
$512.03 -0.21%
Exchange: NASDAQ | Sector: Technology | Industry: Software Infrastructure
Q4 2025
Published: Mar 10, 2025

Earnings Highlights

  • Revenue of $1.06B up 25.2% year-over-year
  • EPS of $-0.37 decreased by 268.2% from previous year
  • Gross margin of 74.1%
  • Net income of -92.28M
  • ""The success of our program combined with the strong uptake of Falcon Flex gives us confidence in future net new ARR reacceleration as products are deployed, one-time discounts expire, and contracts are upsized and renewed." - Burt Podbere (CFO)" - Burt Podbere
CRWD
CrowdStrike Holdings Inc

Executive Summary

In Q4 2025, CrowdStrike Holdings Inc (CRWD) reported revenues of $1.058 billion, demonstrating a year-over-year growth of 25% and surpassing analyst expectations. Despite facing challenges impacting profitability, including a GAAP net loss of $92.8 million driven by one-time expenses, the management expressed confidence in achieving robust growth with a record annual free cash flow of $1.07 billion. The company’s strategic initiatives, particularly the adoption of the Falcon Flex subscription model, and a strong ARR of $4.24 billion position CrowdStrike well for future growth amid evolving cybersecurity threats and market competition. Q4 features a dynamic shift towards AI-driven security solutions, underpinning CrowdStrike's competitive advantage in the market.

Key Performance Indicators

Revenue
Increasing
1.06B
QoQ: 4.79% | YoY: 25.22%
Gross Profit
Increasing
784.55M
74.12% margin
QoQ: 3.90% | YoY: 23.34%
Operating Income
Decreasing
-85.30M
QoQ: -53.08% | YoY: -374.29%
Net Income
Decreasing
-92.28M
QoQ: -448.58% | YoY: -271.85%
EPS
Decreasing
-0.37
QoQ: -440.15% | YoY: -268.18%

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