NASDAQ$CRWD
Crowdstrike Holdings · Q1 2025 earnings
Q1 2025 earnings · · Investor relations
Briefing
Crowdstrike's Q1 2025 financial results were announced, showcasing significant growth in ARR and free cash flow.
CrowdStrike reported a strong first quarter for fiscal year 2025, with revenue reaching $921.0 million, a 33% increase year-over-year. The company's ARR grew by 33% to $3.65 billion, with net new ARR of $212 million. Additionally, CrowdStrike achieved record operating cash flow of $383 million and record free cash flow of $322 million, representing 35% of revenue.
- Ending ARR grew 33% year-over-year reaching $3.65 billion.
- Net new ARR grew 22% year-over-year to $212 million.
- Operating cash flow reached a record of $383 million.
- Free cash flow was a record $322 million, representing 35% of revenue.
Headline financials
Revenue & EPS history
Crowdstrike · Revenue · Quarterly
$921M
Revenue by segment
Crowdstrike · $1.1B total across 2 segments · Q1 2026
- Subscription$1.05B—95.2%
- Professional services$52.7M—4.8%
Forward guidance
CrowdStrike is providing guidance for the second quarter of fiscal year 2025 and increasing its guidance for fiscal year 2025.
Tailwinds
- Total revenue for Q2 FY25 is expected to be between $958.3 - $961.2 million.
- Non-GAAP income from operations for Q2 FY25 is expected to be between $208.3 - $210.5 million.
- Non-GAAP net income attributable to CrowdStrike for Q2 FY25 is expected to be between $245.7 - $247.8 million.
- Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted for Q2 FY25 is expected to be $0.98 - $0.99.
- Total revenue for FY25 is expected to be between $3,976.3 - $4,010.7 million.
Headwinds
- The guidance excludes stock-based compensation expense.
- The guidance excludes amortization expense of acquired intangible assets (including purchased patents).
- The guidance excludes amortization of debt issuance costs and discount.
- The guidance excludes mark-to-market adjustments on deferred compensation liabilities.
- The guidance excludes legal reserve and settlement charges or benefits.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2025
+2.5%
Avg return
Earnings day
+2.1%
Avg return
5 days after
+6.7%
Avg return
30 days after
63%
17 / 27 earnings
Positive
+26.9%
Q4 2020
Best reaction
-15.6%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2026 | +0.8% | +10.9% | +2.0% | |
| Q3 2026 | +0.6% | -0.3% | -12.2% | |
| Q2 2026 | +12.9% | -2.2% | +13.9% | |
| Q1 2026 | +2.0% | +3.0% | -7.2% | |
| Q4 2025 | -6.3% | -20.8% | -17.6% | |
| Q3 2025 | -4.4% | -4.9% | +0.4% | |
| Q2 2025 | +0.7% | +2.8% | +5.9% | |
| Q1 2025 | +10.8% | +13.1% | +25.4% | |
| Q4 2024 | +5.0% | +2.9% | -1.5% | |
| Q3 2024 | +11.6% | +11.9% | +21.9% | |
| Q2 2024 | +11.1% | +9.9% | +14.1% | |
| Q1 2024 | -0.7% | -2.8% | -7.4% | |
| Q4 2023 | +1.0% | -6.2% | +0.2% | |
| Q3 2023 | -15.6% | -11.1% | -25.0% | |
| Q2 2023 | -4.9% | -10.2% | -13.7% | |
| Q1 2023 | +0.4% | +9.4% | +11.0% | |
| Q4 2022 | +21.8% | +16.8% | +39.2% | |
| Q2 2022 | -5.7% | -2.8% | -14.2% | |
| Q1 2022 | -6.2% | -2.5% | +14.5% | |
| Q4 2021 | +3.7% | -3.0% | +6.3% | |
| Q3 2021 | +9.3% | +15.7% | +43.6% | |
| Q2 2021 | -10.0% | -12.9% | -2.7% | |
| Q1 2021 | +3.4% | -1.0% | +13.1% | |
| Q4 2020 | +26.9% | +48.4% | +67.6% | |
| Q3 2020 | -7.4% | -13.5% | -7.7% | |
| Q2 2020 | -10.9% | -16.0% | -25.2% | |
| Q1 2020 | +17.6% | +22.2% | +35.3% | |
| Q4 2019 | — | — | — | |
| Q3 2018 | — | — | — | |
| Q2 2018 | — | — | — | |
| Q1 2018 | — | — | — | |
| Q4 2017 | — | — | — |
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