Overview
- CrowdStrike reported Q4 revenue of $1.31 billion and adjusted EPS of $1.12, topping consensus expectations.
- Fiscal 2027 guidance called for $5.87 billion to $5.93 billion in revenue and $4.78 to $4.90 in adjusted EPS, with Q1 revenue guided to $1.360 billion to $1.364 billion and EPS to $1.06 to $1.07.
- Shares closed up 1.7% before slipping 0.8% after hours, and options pricing pointed to roughly a 7% move in either direction following the report, according to traders’ estimates.
- Subscription ARR stood at $4.92 billion, up 23% year over year and about 95% of revenue, with management and analysts highlighting Falcon Flex as a key upsell engine.
- Management flagged elevated but declining costs tied to the July 2024 Windows outage and reiterated strategic expansion with January deals for SGNL ($740 million) and Seraphic Security (about $420 million).