NASDAQ$CRWD
Crowdstrike Holdings · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Crowdstrike's Q4 2021 earnings marked a record quarter, driven by substantial growth in ARR and customer acquisition.
CrowdStrike reported a strong fourth quarter and fiscal year 2021, with ARR surpassing $1 billion. The company achieved record net new ARR of $143 million and added a record 1,480 net new subscription customers. Revenue increased by 74% compared to the fourth quarter of fiscal 2020, and the company saw significant gains in operating leverage and profitability.
- ARR surpassed $1 billion, driven by record net new ARR of $143 million.
- Net new customer growth accelerated with a record 1,480 net new subscription customers.
- Total revenue increased by 74% year-over-year, reaching $264.9 million.
- The company delivered record operating and free cash flow.
Headline financials
Revenue & EPS history
Crowdstrike · Revenue · Quarterly
$265M
Revenue by segment
Crowdstrike · $265M total across 2 segments · Q4 2021
- Subscription$245M+76.6%92.4%
- Professional services$20.3M+49.3%7.6%
Forward guidance
CrowdStrike provided guidance for the first quarter of fiscal year 2022 and the full fiscal year 2022.
Tailwinds
- Q1 FY22 Total revenue is expected to be between $287.8 - $292.1 million
- Q1 FY22 Non-GAAP income from operations is expected to be between $18.5 - $21.7 million
- Q1 FY22 Non-GAAP net income is expected to be between $10.8 - $13.9 million
- Q1 FY22 Non-GAAP net income per share, diluted is expected to be between $0.05 - $0.06
- Full Year FY22 Total revenue is expected to be between $1,310.4 - $1,320.7 million
Headwinds
- FY22 Non-GAAP income from operations is expected to be between $94.8 - $102.5 million
- FY22 Non-GAAP net income is expected to be between $63.8 - $71.4 million
- FY22 Non-GAAP net income per share, diluted is expected to be between $0.27 - $0.30
- Actual results may differ materially as a result of many factors.
- Guidance for non-GAAP financial measures excludes stock-based compensation expense, amortization expense of acquired intangible assets, amortization of debt issuance costs and discount, and acquisition related acquisition-related expenses including tax costs for intellectual property integration.
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 2021
+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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