Market Mover | Crowdstrike Shares Rise 6% on Earnings Beat and Improved Guidance
Market Mover | Crowdstrike Shares Rise 6% on Earnings Beat and Improved Guidance
June 5th, 2024 - Shares of $CrowdStrike (CRWD.US)$ climbed by 6.68% to reach $ 326 in pre-market trading on Wednesday, following CrowdStrike’s announcement of its first quarter financial results for fiscal year 2025 after the market close on Tuesday.
2024年6月5日，周三美股盘前交易时，股价上涨6.68%，报326美元，此前CrowdStrike于周二市场收盘后公布其2025财年第一季度财报。$CrowdStrike (CRWD.US)$众强安全公布2025财年第一季度财报后，周三在美股盘前交易中，股价上涨6.68%，报326美元。
First Quarter Fiscal 2025 Financial Highlights
2025财年第一季度财务要点
Revenue: Total revenue was $921.0 million, a 33% increase, compared to $692.6 million in the first quarter of fiscal 2024. This result came in ahead of the Street consensus estimate at $905 million as tracked by FactSet. Subscription revenue was $872.2 million, a 34% increase, compared to $651.2 million in the first quarter of fiscal 2024.
营业收入：总营业收入为921.0亿美元，同比增长33%，相比之下，2024财年第一季度营业收入为692.6亿美元。首季营业收入高于FactSet追踪的街道预期905亿美元。订阅收入为872.2亿美元，同比增长34%，2024财年第一季度订阅收入为651.2亿美元。
Annual Recurring Revenue (ARR) 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.
年度经常性收入（ARR）截至2024年4月30日同比增长33%，为36.5亿美元，其中本季度净新增ARR为2.117亿美元。
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.
订阅毛利率：根据GAAP，本财年和2024财年第一季度订阅毛利率均为78%。非GAAP订阅毛利率分别为本财年和2024财年第一季度均为80%。
Financial Outlook
财务展望
CrowdStrike revised its full-year guidance for fiscal year 2025, projecting total revenue to range between $3.98 billion and $4.01 billion, with an adjusted EPS forecast of $3.93 to $4.03. In the last quarter, the forecasted total revenue for fiscal year 2025 was forecasted to be between $3.92 billion and $3.99 billion, with a corresponding adjusted EPS projection of $3.77 to $3.97.
CrowdStrike调整了2025财年的全年指导，预计总营收将在398亿元至401亿元之间，调整后的EPS预测为3.93至4.03美元。上一季度，预测2025财年总营收为392亿至399亿美元，相应的调整后的EPS预测为3.77至3.97美元。
Analyst's Latest Ratings
最新分析师评级
Baird analyst Shrenik Kothari maintains $CrowdStrike (CRWD.US)$ with a buy rating, and maintains the target price at $350.
Baird分析师Shrenik Kothari给出买入评级，并将目标价维持在350美元。$CrowdStrike (CRWD.US)$根据TipRanks的数据，该分析师在过去一年的成功率为66.1%，总平均回报率为20.6%。
According to TipRanks data, the analyst has a success rate of 66.1% and a total average return of 20.6% over the past year.
来源：moomoo