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Apr 30, 2024
Crowdstrike Q1 2025 Earnings Report
Crowdstrike's Q1 2025 financial results were announced, showcasing significant growth in ARR and free cash flow.
Key Takeaways
CrowdStrike reported a strong first quarter for fiscal year 2025, with revenue reaching $921.0 million, a 33% increase year-over-year. The company's ARR grew by 33% to $3.65 billion, with net new ARR of $212 million. Additionally, CrowdStrike achieved record operating cash flow of $383 million and record free cash flow of $322 million, representing 35% of revenue.
Ending ARR grew 33% year-over-year reaching $3.65 billion.
Net new ARR grew 22% year-over-year to $212 million.
Operating cash flow reached a record of $383 million.
Free cash flow was a record $322 million, representing 35% of revenue.
Crowdstrike
Crowdstrike
Crowdstrike Revenue by Segment
Crowdstrike Revenue by Geographic Location
Revenue by Segment
Subscription Revenue
CapyFin.comProfessional Services Revenue
CapyFin.comRevenue by Geographic Location
Total Revenue
CapyFin.com Forward Guidance
CrowdStrike is providing guidance for the second quarter of fiscal year 2025 and increasing its guidance for fiscal year 2025.
Positive Outlook
- Total revenue for Q2 FY25 is expected to be between $958.3 - $961.2 million.
- Non-GAAP income from operations for Q2 FY25 is expected to be between $208.3 - $210.5 million.
- Non-GAAP net income attributable to CrowdStrike for Q2 FY25 is expected to be between $245.7 - $247.8 million.
- Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted for Q2 FY25 is expected to be $0.98 - $0.99.
- Total revenue for FY25 is expected to be between $3,976.3 - $4,010.7 million.
Challenges Ahead
- The guidance excludes stock-based compensation expense.
- The guidance excludes amortization expense of acquired intangible assets (including purchased patents).
- The guidance excludes amortization of debt issuance costs and discount.
- The guidance excludes mark-to-market adjustments on deferred compensation liabilities.
- The guidance excludes legal reserve and settlement charges or benefits.
Revenue & Expenses
Visualization of income flow from segment revenue to net income