CrowdStrike Holdings Inc CRWD reported financial results for the fourth quarter Tuesday after the bell. Here’s a look at the key metrics from the report.
Q4 Earnings: CrowdStrike reported fourth-quarter revenue of $1.058 billion, beating the consensus estimate of $1.032 billion. The cybersecurity company reported adjusted earnings of $1.03 per share, beating analyst estimates of 85 cents per share.
CrowdStrike has beat analyst estimates on the top and bottom lines in every quarter since going public in 2019, according to Benzinga Pro.
Total revenue was up 25% year-over-year. Annual recurring revenue increased 23% year-over-year to $4.24 billion after the company added $224.3 million of net new ARR in the quarter.
Net cash generated from operations was $345.7 million and free cash flow came in at $239.8 million. The company ended the quarter with $4.32 billion in cash, equivalents and short-term investments.
“As businesses of all sizes rapidly adopt AI, stopping the breach necessitates cybersecurity’s AI-native platform. We are seeing strong momentum in our Next-Gen SIEM, Cloud Security, and Identity Protection businesses, surpassing $1.3 billion in combined ending ARR,” said George Kurtz, co-founder, president and CEO of CrowdStrike.
“With 97% gross retention and accounts adopting Falcon Flex adding over $1 billion of in-quarter deal value, customers are increasingly consolidating on the Falcon platform as their AI-native SOC for today and tomorrow.”
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Guidance: CrowdStrike expects first-quarter revenue to be between $1.1 billion and $1.106 billion versus estimates of $1.106 billion. The company anticipates first-quarter adjusted earnings of 64 cents to 66 cents per share versus estimates of 95 cents per share.
CrowdStrike also introduced full-year 2026 guidance. The company expects full-year revenue of $4.74 billion to $4.81 billion versus estimates of $4.77 billion. The company anticipates full-year adjusted earnings in the range of $3.33 to $3.45 per share versus estimates of $4.42 per share.
The soft earnings guidance appears to be weighing on shares. CrowdStrike executives will further discuss the quarter on a call with investors and analysts at 5 p.m. ET.
CRWD Price Action: CrowdStrike shares were down 5.9% after hours, trading at $366.95 at the time of publication Tuesday, according to Benzinga Pro.
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