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，週三美股盤前交易中股價上漲6.68%，報326美元，此前CrowdStrike在週二收盤後公佈了其2025財年第一季度業績。$CrowdStrike (CRWD.US)$
First Quarter Fiscal 2025 Financial Highlights
2025財年第一季度財務要點
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.
營業收入：總營業收入爲921.0億美元，同比增長33%，相比之下，2024財年第一季度營業收入爲692.6億美元。首季營業收入高於FactSet追蹤的街道預期905億美元。訂閱收入爲872.2億美元，同比增長34%，2024財年第一季度訂閱收入爲651.2億美元。
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.
年度經常性收入（ARR）截至2024年4月30日同比增長33%，爲36.5億美元，其中本季度淨新增ARR爲2.117億美元。
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.
訂閱毛利率：根據GAAP，本財年和2024財年第一季度訂閱毛利率均爲78%。非GAAP訂閱毛利率分別爲本財年和2024財年第一季度均爲80%。
Financial Outlook
財務展望
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調整了2025財年的全年指導，預計總營收將在398億元至401億元之間，調整後的EPS預測爲3.93至4.03美元。上一季度，預測2025財年總營收爲392億至399億美元，相應的調整後的EPS預測爲3.77至3.97美元。
Analyst's Latest Ratings
最新分析師評級
Baird analyst Shrenik Kothari maintains $CrowdStrike (CRWD.US)$ with a buy rating, and maintains the target price at $350.
Baird分析師Shrenik Kothari給出買入評級，並將目標價維持在350美元。$CrowdStrike (CRWD.US)$根據TipRanks的數據，該分析師在過去一年的成功率爲66.1%，總平均回報率爲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.
來源：moomoo