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CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc.

NASDAQ•CRWD
CEO: Mr. George R. Kurtz
Sector: Technology
Industry: Software - Infrastructure
Listing Date: 2019-06-12
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company was incorporated in 2011 and is headquartered in Austin, Texas.
Contact Information
206 East 9th Street, Suite 1400, Austin, TX, 78701, United States
888-512-8906
www.crowdstrike.com
Market Cap
$119.92B
P/E (TTM)
-385.0
68.6
Dividend Yield
--
52W High
$566.90
52W Low
$298.00
52W Range
68%
Rank57Top 72.6%
2.8
F-Score
Modified Piotroski Analysis
Based on 9-year fundamentals
Weak • 2.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2024

Financial Dashboard

Q3 2026 Data

Revenue

$1.23B+22.18%
4-Quarter Trend

EPS

-$0.14+104.38%
4-Quarter Trend

FCF

$314.15M+35.90%
4-Quarter Trend

2026 Q3 Earnings Highlights

Key Highlights

Nine Month Revenue Growth Total revenue for nine months reached $3.51B, marking a 21% increase over prior year period.
Annual Recurring Revenue Annual Recurring Revenue (ARR) stood at $4.92B as of October 31, 2025, showing robust platform adoption.
Strong Operating Cash Flow Net cash provided by operating activities totaled $1.11B for the nine months ended October 31, 2025.
Subscription Gross Margin Subscription gross margin remained strong at 77% for the nine months, indicating stable core profitability.

Risk Factors

July 19 Incident Impact Incident continues to adversely affect sales, customer relations, and reputation; significant legal costs are ongoing.
Operating Expenses Surge Total operating expenses grew 31% to $2.91B for nine months, driven by significant increases in R&D and S&M.
Goodwill Acquisition Increase Goodwill increased by $442.21M due to Pangea and Onum acquisitions, raising integration risk exposure.
Intense Market Competition Faces intense competition; failure to enhance products or maintain brand strength risks market share erosion.

Outlook

Strategic Plan Implementation Strategic Plan announced in May 2025, resulting in 5% workforce reduction; $45.5M charges recorded YTD.
International Expansion Focus International revenue accounted for 30% of total revenue; future growth relies on managing associated geopolitical risks.
Investing in Growth Continues Expect continued significant investment in Sales/Marketing and R&D to drive customer base expansion and module adoption.
Liquidity Position Strong Expect existing cash ($4.80B) and Revolving Facility capacity to meet needs for at least next 12 months.

Peer Comparison

Revenue (TTM)

Dell Technologies Inc.DELL
$103.97B
+10.7%
Adobe Inc.ADBE
$23.77B
+10.5%
KLA CorporationKLAC
$12.52B
+22.2%

Gross Margin (Latest Quarter)

Adobe Inc.ADBE
88.9%
-0.1pp
Fortinet, Inc.FTNT
81.5%
-1.0pp
CrowdStrike Holdings, Inc.CRWD
75.1%
+0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
KLAC$163.67B38.798.2%36.1%
ADBE$148.96B20.859.5%22.5%
ADI$135.68B59.46.6%17.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
5.3%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Mar 3, 2026
|
EPS:$1.10
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2026

    Period End: Oct 31, 2025|Filed: Dec 3, 2025|
    Revenue: $1.23B+22.2%
    |
    EPS: $-0.14+104.4%
    Miss

  • Form 10-Q - Q2 2026

    Period End: Jul 31, 2025|Filed: Aug 28, 2025|
    Revenue: $1.17B+21.3%
    |
    EPS: $-0.31-263.2%
    Miss

  • Form 10-Q - Q1 2026

    Period End: Apr 30, 2025|Filed: Jun 4, 2025|
    Revenue: $1.10B+19.8%
    |
    EPS: $-0.44-344.4%
    Miss

  • Form 10-K - FY 2025

    Period End: Jan 31, 2025|Filed: Mar 10, 2025|
    Revenue: $3.95B+29.4%
    |
    EPS: $-0.08-121.3%
    Miss

  • Form 10-Q - Q3 2025

    Period End: Oct 31, 2024|Filed: Nov 27, 2024|
    Revenue: $1.01B+28.5%
    |
    EPS: $-0.07-162.3%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jul 31, 2024|Filed: Aug 29, 2024|
    Revenue: $963.87M+31.7%
    |
    EPS: $0.19+433.7%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Apr 30, 2024|Filed: Jun 5, 2024|
    Revenue: $921.04M+33.0%
    |
    EPS: $0.18+8471.4%
    Miss

  • Form 10-K - FY 2024

    Period End: Jan 31, 2024|Filed: Mar 7, 2024|
    Revenue: $3.06B+36.3%
    |
    EPS: $0.37+147.4%
    Miss