- CrowdStrike (NASDAQ: CRWD): Q1 Non-GAAP EPS of $0.93 beats by $0.04.
- Revenue of $921.04M (+33.0% Y/Y) beats by $16.22M.
- Annual Recurring Revenue grew 33% year-over-year to $3.65 billion as of April 30, 2024, of which $211.7 million was net new ARR added in the quarter.
- Subscription Gross Margin: GAAP subscription gross margin was 78% for the first quarter of both fiscal 2025 and 2024. Non-GAAP subscription gross margin was 80% for the first quarter of both fiscal 2025 and 2024.
- CrowdStrike’s module adoption rates were 65%, 44% and 28% for five or more, six or more and seven or more modules, respectively, as of April 30, 2024.
- Q2 Guidance: Total revenue of $958.3 – $961.2 million, vs. consensus of $956.25M, Non-GAAP EPS of $0.98 – $0.99 vs. consensus of $0.91.
- 2025 Guidance: Total revenue of $3,976.3 – $4,010.7 million, vs. consensus of $3.98B, Non-GAAP EPS of $3.93 – $4.03 vs. consensus of $3.92.
- Shares +7.01%.
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