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Jan 31, 2025
Crowdstrike Q4 2025 Earnings Report
CrowdStrike reported strong revenue growth and ARR expansion in Q4 2025.
Key Takeaways
CrowdStrike delivered a solid Q4 2025, achieving $1.06 billion in revenue, reflecting a 25% year-over-year growth. The company added $224 million in net new ARR, bringing total ARR to $4.24 billion, a 23% increase. GAAP net loss was $92.3 million, while non-GAAP net income reached $260.9 million. Free cash flow for the quarter stood at $239.8 million, with cash and cash equivalents totaling $4.32 billion.
Total revenue increased 25% year-over-year to $1.06 billion.
Net new ARR added in the quarter was $224 million, reaching $4.24 billion in total.
Non-GAAP net income was $260.9 million, while GAAP net loss stood at $92.3 million.
Cash and cash equivalents reached $4.32 billion.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
CrowdStrike expects continued strong growth in Q1 FY26, with revenue projected between $1.10 billion and $1.11 billion. The company forecasts non-GAAP net income per share between $0.64 and $0.66, with FY26 revenue guidance ranging from $4.74 billion to $4.80 billion.
Positive Outlook
- Revenue for Q1 FY26 expected to reach between $1.10 billion and $1.11 billion.
- Strong ARR growth momentum, with continued customer expansion.
- Non-GAAP income from operations projected between $173.1 million and $180.0 million.
- Cash position remains strong, supporting future investments and growth.
- Continued leadership in AI-driven cybersecurity solutions.
Challenges Ahead
- GAAP operating losses persist despite revenue growth.
- Macroeconomic uncertainties may impact cybersecurity spending.
- Increased operating expenses due to R&D and expansion.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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