earnings
confidence high
sentiment positive
materiality 0.85
CrowdStrike Q4 ARR $3.44B (+34% YoY), net new ARR record $282M, GAAP net income $53.7M
CrowdStrike Holdings, Inc.
2023-FY EPS reported
$0.37
revenue$3,055,555,000
- Ending ARR $3.44B, up 34% YoY; net new ARR $282M, up 27% YoY (record).
- Q4 revenue $845.3M (+33% YoY); subscription revenue $795.9M (+33%).
- GAAP net income $53.7M ($0.22 diluted EPS) vs loss of $47.5M a year ago.
- Non-GAAP net income $236.2M ($0.95 EPS) vs $111.6M ($0.47); sub gross margin 78% GAAP (up from 75%).
- Operating cash flow $347M; free cash flow $283M; cash $3.47B.