earnings
confidence high
sentiment neutral
materiality 0.85
CrowdStrike Q2 FY25: ARR up 32% to $3.86B, GAAP net income $47M, but guidance trimmed due to July 19 incident incentives
CrowdStrike Holdings, Inc.
2025-Q2 EPS
reported $0.36
vs consensus $0.67
▼ miss
(-46.1%)
- Revenue $963.9M (+32% YoY); subscription revenue $918.3M (+33%).
- GAAP net income $47.0M ($0.19 diluted EPS) vs. $8.5M a year ago; non-GAAP net income $260.8M ($1.04).
- Ending ARR $3.86B, net new ARR $218M; combined LogScale/Identity/Cloud ARR exceeds $1B.
- Record Q2 operating cash flow $327M and free cash flow $272M.
- FY2025 revenue guidance includes ~$30M quarterly subscription revenue impact from customer commitment incentives after July 19 incident.