NASDAQ$CRWD
Crowdstrike Holdings · Q4 2020 earnings
Q4 2020 earnings · · Investor relations
Briefing
Achieved record ARR and delivered positive cash flow.
CrowdStrike reported a strong fourth quarter and fiscal year 2020, with ARR reaching $600 million and positive cash flow from operations and free cash flow for the quarter and year.
- Total revenue was $152.1 million, an 89% increase year-over-year.
- ARR increased 92% year-over-year, reaching $600.5 million.
- GAAP subscription gross margin was 75%, compared to 70% in the fourth quarter of fiscal 2019.
- Free cash flow was positive $50.7 million, compared to negative $0.1 million in the fourth quarter of fiscal 2019.
Headline financials
Revenue & EPS history
Crowdstrike · Revenue · Quarterly
$152M
Revenue by segment
Crowdstrike · $152M total across 2 segments · Q4 2020
- Subscription$139M+90.2%91.1%
- Professional services$13.6M+78.0%8.9%
Forward guidance
CrowdStrike is providing the following guidance for the first quarter of fiscal 2021 (ending April 30, 2020) and guidance for fiscal year 2021 (ending January 31, 2021):
Tailwinds
- Q1 FY21 Total revenue $164.3 - $167.6 million
- Q1 FY21 Non-GAAP loss from operations $(16.2) - $(13.9) million
- Q1 FY21 Non-GAAP net loss $(14.0) - $(11.7) million
- Q1 FY21 Non-GAAP net loss per share, basic and diluted $(0.07) - $(0.06)
- Q1 FY21 Weighted average shares used in computing non-GAAP net loss per share attributable to common stockholders, basic and diluted 211.3 million
Headwinds
- Full Year FY21 Total revenue $723.3 - $733.5 million
- Full Year FY21 Non-GAAP loss from operations $(37.1) - $(29.9) million
- Full Year FY21 Non-GAAP net loss $(29.3) - $(22.1) million
- Full Year FY21 Non-GAAP net loss per share, basic and diluted $(0.14) - $(0.10)
- Full Year FY21 Weighted average shares used in computing non-GAAP net loss per share attributable to common stockholders, basic and diluted 212.5 million
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2020
+2.6%
Avg return
Earnings day
+1.9%
Avg return
5 days after
+6.7%
Avg return
30 days after
64%
18 / 28 earnings
Positive
+26.9%
Q4 2020
Best reaction
-15.6%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | +6.1% | -4.9% | — | |
| 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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