CrowdStrike Holdings (CRWD) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.12%. A quarter ago, it was expected that this cloud-based security company would post earnings of $0.89 per share when it actually produced earnings of $0.93, delivering a surprise of 4.49%.Over the last fou ...

文章核心观点 - 网络安全软件公司CrowdStrike公布了强劲的第二季度财报,但由于全球性系统故障而下调了全年业绩指引 [1][2][3][4][6][7][8] - CrowdStrike的收入同比增长32%,年度经常性收入达到38.6亿美元,略高于市场预期 [2] - 但由于7月19日发布的一个有缺陷的内容配置更新导致大量电脑崩溃,给客户和合作伙伴带来严重影响,公司CEO已经致歉并修复了问题 [3][4] - 受此事件影响,CrowdStrike下调了2025财年的收入和利润预期,投资者也对公司提起了诉讼 [6][7][8] 财务数据总结 - 第二季度收入为9.639亿美元,同比增长32% [2] - 第二季度调整后每股收益为1.04美元,高于市场预期的0.97美元 [1] - 年度经常性收益为38.6亿美元,略高于市场预期的38.5亿美元 [2] - 2025财年预期调整后每股收益为3.61-3.65美元,收入为38.9-39.0亿美元,低于此前预期 [7] 事件影响总结 - 7月19日发布的有缺陷的内容配置更新导致大量电脑崩溃,给客户和合作伙伴带来严重影响,包括航班取消、包裹延迟送达和医疗预约推迟等 [3] - 公司CEO已经致歉并修复了问题,但投资者对此事件提起了诉讼,包括达美航空等客户也将寻求赔偿 [4][5] - 受此事件影响,公司下调了2025财年的收入和利润预期 [6][7][8]

财务表现 - 总收入同比增长32%至9.639亿美元[6] - 年度经常性收入(ARR)同比增长32%至38.6亿美元，本季度新增ARR2.176亿美元[7] - 非GAAP净收入同比增长45%至2.608亿美元[10] - 经营活动现金流创下2.326亿美元的季度纪录，自由现金流创下2.722亿美元的季度纪录[11] - 公司第二季度总收入为9.64亿美元，同比增长31.8%[37] - 订阅收入为9.18亿美元，同比增长33.1%[37] - 专业服务收入为4,561万美元，同比增长9.5%[37] - 总运营费用为7.13亿美元，同比增长26.4%[37] - 净利润为4,701万美元，同比增长454.8%[37] - 现金及现金等价物余额为40.39亿美元[46] - 公司总营收为18.85亿美元，同比增长32%[48] - 订阅服务收入为17.90亿美元，同比增长33%[48] - 订阅服务毛利率为81%，同比提升3个百分点[48] - 非GAAP营业利润为4.26亿美元，同比增长57%[49] - 非GAAP净利润为4.92亿美元，同比增长55%[50] - 经营活动产生的现金流为7.10亿美元，同比增长30%[47] - 现金及现金等价物余额为40.40亿美元[47] 客户增长 - 第二季度新增客户数量达到1.5万家，总客户数量达到2.9万家[1] - 第二季度净收入率为95.1%，同比提升1.6个百分点[1] - 新增客户数量和现有客户的使用量均保持强劲增长[48,49] 产品和技术发展 - LogScale Next-Gen SIEM、身份保护和云安全的ARR合计超过10亿美元[4] - 客户采用5个及以上模块、6个及以上模块和7个及以上模块的比例分别为65%、45%和29%[12] - 在MITRE Engenuity的ATT&CK评估中,4分钟内检测并预警了一起复杂的网络犯罪分子攻击[14] - 被Forrester评为2024年第二季度网络安全事故响应服务领导者[14] - 持续加大研发投入，推动新产品和新技术的开发[49] - 完成了几项战略性收购，进一步拓展了业务范围[47] 战略合作 - 与CDW Corporation的合作生命周期销售额超过10亿美元，并获得CDW的钻石级合作伙伴地位[13] 财务指引 - 公司预计全年收入将达到18.85亿美元，同比增长32.3%[37] - 公司2024财年第四季度和全年的GAAP基本每股收益分别为0.19美元和0.37美元[52] - 公司2024财年第四季度和全年的GAAP稀释每股收益分别为0.19美元和0.36美元[52] - 公司2024财年第四季度和全年的非GAAP稀释每股收益分别为1.04美元和1.96美元[52] - 公司2024财年第四季度和全年的经营活动产生的现金流量净额分别为3.266亿美元和7.099亿美元[54] - 公司2024财年第四季度和全年的自由现金流分别为2.722亿美元和5.947亿美元[54] - 公司2024财年第四季度和全年的经营活动产生的现金流量净额占收入的比重分别为34%和38%[54] - 公司2024财年第四季度和全年的自由现金流率分别为28%和32%[54] - 公司2024财年第四季度和全年的资本支出占收入的比重分别为6%和6%[54] - 公司2024财年第四季度和全年的内部使用软件和网站开发资本化支出占收入的比重分别为2%和1%[54] - 公司2024财年第四季度和全年的购买递延薪酬投资占收入的比重均为0%[54]

文章核心观点 - 网络安全公司CrowdStrike和云数据平台Snowflake近期都遭遇了声誉受损的问题 [1][2] - 这两家公司所在行业都需要建立高度的客户信任,但最近发生的重大失误可能会对他们的长期发展造成不利影响 [2] CrowdStrike - CrowdStrike的Falcon平台广泛部署,约三分之二的客户使用了至少5个模块 [4] - 2022年7月19日,Falcon平台的一次更新导致全球数百万台电脑崩溃,造成航班取消和医院IT问题等实际影响 [5] - 这一事件导致CrowdStrike股价下跌,公司声誉受损,可能会影响客户增加使用模块和新客户的拓展 [6][7] - 股价估值较高,如果增长放缓可能会进一步下跌 [8] Snowflake - Snowflake的数据整合平台存在单点故障风险,多家客户数据遭黑客入侵 [9][10] - 虽然安全问题源于客户,但Snowflake作为共同因素,其声誉可能会受损 [11] - 公司预计第三季度收入增长将从第二季度的30%下降至22%,可能需要一段时间来应对此次数据泄露事件 [12] - 股价估值较高,如果增长进一步放缓可能会下跌 [13]

CrowdStrike Holdings, Inc. (CRWD) is set to announce second-quarter fiscal 2025 results on Aug. 28. The Zacks Consensus Estimate of 98 cents for the company’s second-quarter non-GAAP earnings per share (EPS) indicates a 32.4% year-over-year increase.While the bottom-line projection might appear to be a positive indicator, the reality is more nuanced when compared to (more than) 50% growth that CrowdStrike has consistently delivered in the past 13 quarters.CRWD’s Slowing Sales Growth: A Critical IssueAlthoug ...

CrowdStrike Holdings Inc CRWD will be reporting its second-quarter earnings on Wednesday. Wall Street expects 97 cents in EPS and $958.6 million in revenues as the company reports after market hours.The stock is up 84.59% over the past year, 7.69% YTD.Let’s look at what the charts indicate for CrowdStrike stock and how the stock currently maps against Wall Street estimates.CrowdStrike Stock Chart Bearish Ahead of Q2 Earnings CrowdStrike stock is currently showing a relatively stagnant trend with signs of se ...

NEW YORK, Aug. 27, 2024 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of CrowdStrike Holdings, Inc. (NASDAQ: CRWD). Shareholders who purchased shares of CRWD during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/crowdstrike-loss-submission-form/?id=98149&from=3 CLASS PERIOD: Novembe ...

Shares of this cybersecurity giant and semiconductor titan can produce impressive returns for long-term investors.Investing in AI (artificial intelligence) stocks has gained momentum over the past few years. With businesses across industries increasingly adopting AI technologies to improve productivity, cost efficiency, and informed decision-making, AI will continue to be a major investment theme over the coming years.Yet, not all businesses investing in, or deploying, artificial intelligence-based technolo ...

The cybersecurity firm caused a global tech outage, leading to a crash in its stock price.Cybersecurity company CrowdStrike (CRWD -0.33%) was once a hot stock in its industry. Shares soared from a 52-week low of $141.97 last August to a high of $398.33 on July 9.That changed days later on July 19 when, after CrowdStrike made what should have been a routine software update, an error in the code caused massive disruption to computer systems around the globe. Airlines, banks, hospitals, and other organizations ...

RADNOR, Pa., Aug. 26, 2024 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed in the United States District Court for the Western District of Texas against CrowdStrike Holdings, Inc. (“CrowdStrike”) (NASDAQ: CRWD) on behalf of investors who purchased or otherwise acquired CrowdStrike Class A common stock between November 29, 2023 and July 29, 2024, inclusive (the “Class Period”). The lead plaintiff dea ...