CrowdStrike Holdings, Inc.

NASDAQ•CRWD

CEO: Mr. George R. Kurtz

セクター: Technology

業種: Software - Infrastructure

上場日: 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.

連絡先情報

206 East 9th Street, Suite 1400, Austin, TX, 78701, United States

888-512-8906

www.crowdstrike.com

時価総額

$109.87B

PER (TTM)

-597.3

44.5

配当利回り

52週高値

$566.90

52週安値

$298.00

52週レンジ

50%

順位49Top 66.7%

3.2

F-Score

改良版 Piotroski 分析

9年ファンダメンタル

弱い • 3.2 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2017-2025

財務ダッシュボード

Q4 2026 データ

売上高

$1.31B+0.00%

直近4四半期の推移

EPS

$0.15+0.00%

直近4四半期の推移

フリーCF

$376.40M+0.00%

直近4四半期の推移

2026 Annual 決算ハイライト

主なハイライト

Total Revenue Growth 22% Total revenue reached $4.81B USD in FY2026, marking a 22% increase from prior year results; subscription revenue drove growth.

Strong Dollar Retention Rate Dollar-based net retention rate improved to 115% in FY2026, up from 112% last year, showing expansion within existing customer base.

Subscription Revenue Strong Subscription revenue grew 21% to $4.56B USD in FY2026, confirming platform adoption strength across customer base.

Gross Profit Increased 21% Gross profit totaled $3.59B USD, increasing 21% in FY2026, maintaining a flat 75% gross margin year-over-year.

リスク要因

July 19 Incident Impact July 19 Incident continues to adversely affect sales, customer relations, and reputation; significant costs incurred related to the event.

Operating Loss Widened Loss from operations increased substantially to $(293.3)M USD in FY2026, driven by increased operating expenses across all categories.

Competition Pressures Margins Intense competition from established vendors may weaken competitive position, requiring aggressive pricing actions that reduce gross profits.

Personnel Retention Challenges High competition for skilled technical personnel could harm business if key employees are lost or if attraction/retention efforts fail.

見通し

International Footprint Expansion International revenue grew 26% to $1.60B USD in FY2026; plans include continued global investment and expansion into new overseas markets.

Strategic Plan Implementation Strategic Plan completed substantially by FY2026 end, involving a 5% workforce reduction to yield greater operational efficiencies.

Continued R&D Investment Expect research and development expenses to increase in dollar amount as investments continue in technology architecture and software platform.

Future Capital Needs May need to raise additional capital through equity or debt to fund expansion, risking stockholder dilution or restrictive debt covenants.

同業比較

売上高 (TTM)

DELL

$113.54B

+19.0%

ACN

$70.73B

+6.6%

ADBE

$24.45B

+11.0%

粗利益率 (最新四半期)

ADBE

89.6%

-0.1pp

FTNT

79.6%

-1.0pp

CRWD

76.3%

+0.8pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
KLAC	$194.64B	42.7	95.2%	37.6%
TXN	$177.04B	35.3	30.4%	44.5%
ADI	$153.13B	56.6	7.9%	18.1%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

5.8%

安定成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

100%

優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年6月1日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし