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Oct 31, 2024
Crowdstrike Q3 2025 Earnings Report
Crowdstrike's Q3 2025 earnings surpassed expectations, driven by strong ARR growth and customer commitment.
Key Takeaways
CrowdStrike reported a strong third quarter, exceeding $1 billion in quarterly revenue and surpassing $4 billion in ending ARR. The company's single platform approach and focus on innovation continue to resonate with customers, driving growth and adoption of its Falcon platform.
ARR grew 27% year-over-year reaching $4.02 billion.
Total revenue increased by 29% year-over-year to $1.01 billion.
The company achieved a free cash flow of $231 million, resulting in a free cash flow rule of 51.
Module adoption rates continue to climb, indicating strong customer engagement and platform stickiness.
Crowdstrike
Crowdstrike
Crowdstrike Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comProfessional Services Revenue
CapyFin.com Forward Guidance
CrowdStrike provided guidance for the fiscal fourth quarter of 2025, projecting total revenue between $1.0287 billion and $1.0354 billion, and non-GAAP income from operations between $184 million and $189 million.
Positive Outlook
- Total revenue is expected to be between $1,028.7 and $1,035.4 million.
- Non-GAAP income from operations is projected to be between $184.0 and $189.0 million.
- Non-GAAP net income attributable to CrowdStrike is expected to be between $210.9 and $215.8 million.
- Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted, is projected to be between $0.84 and $0.86.
- Weighted average shares used in computing non-GAAP net income per share attributable to common stockholders, diluted, is expected to be 252 million.
Challenges Ahead
- Guidance excludes stock-based compensation expense.
- Guidance excludes amortization expense of acquired intangible assets.
- Guidance excludes amortization of debt issuance costs and discount.
- Guidance excludes mark-to-market adjustments on deferred compensation liabilities.
- Guidance excludes July 19 Incident related costs and (recoveries), net.
Revenue & Expenses
Visualization of income flow from segment revenue to net income