earnings
confidence high
sentiment neutral
materiality 0.75
CrowdStrike Q3 FY2023 revenue $580.9M (+53% YoY); net new ARR $198.1M below expectations, guides Q4 $619M-$628M
CrowdStrike Holdings, Inc.
2023-Q3 EPS reported
-$0.58
revenue$1,603,869,000
- Revenue $580.9M (+53% YoY); subscription revenue $547.4M (+53%). ARR $2.34B (+54%); net new ARR $198.1M.
- GAAP net loss $55.0M ($0.24 loss/share); non-GAAP net income $96.1M ($0.40 diluted EPS).
- Record operating cash flow $242.9M; free cash flow $174.1M.
- Added 1,460 net new subscription customers; total 21,146 (44% YoY growth).
- Q4 FY23 guidance: revenue $619.1-$628.2M, non-GAAP EPS $0.42-$0.45; full year $2.223-$2.232B.