NASDAQ$CRWD
Crowdstrike Holdings · Q4 2024 earnings
Q4 2024 earnings · · Investor relations
Briefing
Crowdstrike's Q4 2024 earnings report was exceptionally strong, marked by record net new ARR growth and GAAP net income.
Crowdstrike reported a strong fourth quarter in fiscal year 2024, with ending ARR reaching $3.44 billion, a 34% year-over-year increase. Net new ARR growth accelerated to 27% year-over-year, reaching a record $282 million. The company achieved its fourth consecutive quarter of record GAAP and non-GAAP net income and delivered record operating and free cash flow.
- Ending ARR grew 34% year-over-year to reach $3.44 billion.
- Net new ARR growth accelerated to 27% year-over-year, reaching a record $282 million.
- Achieved fourth consecutive quarter of both record GAAP and non-GAAP net income.
- Delivered record operating and free cash flow.
Headline financials
Revenue & EPS history
Crowdstrike · Revenue · Quarterly
$845M
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 first quarter of fiscal year 2025 (ending April 30, 2024) and fiscal year 2025 (ending January 31, 2025).
Tailwinds
- Total revenue for Q1 FY25 is expected to be $902.2 - $905.8 million.
- Non-GAAP income from operations for Q1 FY25 is expected to be $188.1 - $190.8 million.
- Non-GAAP net income attributable to CrowdStrike for Q1 FY25 is expected to be $220.4 - $223.1 million.
- Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted for Q1 FY25 is expected to be $0.89 - $0.90.
- Total revenue for FY25 is expected to be $3,924.9 - $3,989.0 million.
Headwinds
- Non-GAAP income from operations for FY25 is expected to be $863.6 - $913.0 million.
- Non-GAAP net income attributable to CrowdStrike for FY25 is expected to be $940.3 - $989.7 million.
- Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted for FY25 is expected to be $3.77 - $3.97.
- Guidance for non-GAAP financial measures excludes stock-based compensation expense.
- Guidance excludes amortization expense of acquired intangible assets, amortization of debt issuance costs and discount, mark-to-market adjustments on deferred compensation liabilities.
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 2024
+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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