CrowdStrike Holdings Inc
CRWD
$518.10 0.56%
Exchange: NASDAQ | Sector: Technology | Industry: Software Infrastructure
Q3 2025
Published: Nov 27, 2024

Earnings Highlights

  • Revenue of $1.01B up 28.5% year-over-year
  • EPS of $-0.07 decreased by 162.3% from previous year
  • Gross margin of 74.7%
  • Net income of -16.82M
  • "β€˜CrowdStrike is now firmly rooted as the organization's cybersecurity data platform of choice.’" - George Kurtz
CRWD
CrowdStrike Holdings Inc

Executive Summary

CrowdStrike Holdings Inc reported significant financial achievements for Q3 2025, surpassing $1 billion in revenue for the first time, driven by strong subscription sales growth and a noteworthy 27% year-over-year increase in Annual Recurring Revenue (ARR) to $4.02 billion. Management emphasized the resilience of customer trust post-incident and highlighted the effectiveness of the Falcon Flex subscription model in driving adoption and retention across its platform. Despite some headwinds from past operational challenges, the company demonstrated robust operational metrics, resulting in a free cash flow margin of 23%. Strategic initiatives, including the recent acquisition of Adaptive Shield, are expected to bolster CrowdStrike's competitive position in the cybersecurity market.

Key Performance Indicators

Revenue
Increasing
1.01B
QoQ: 4.80% | YoY: 28.52%
Gross Profit
Increasing
755.09M
74.70% margin
QoQ: 3.94% | YoY: 27.76%
Operating Income
Decreasing
-55.72M
QoQ: -507.99% | YoY: -1 861.71%
Net Income
Decreasing
-16.82M
QoQ: -135.78% | YoY: -163.09%
EPS
Decreasing
-0.07
QoQ: -136.05% | YoY: -162.27%

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