CrowdStrike发表了强烈的Q4结果,尽管股票估值高,但ARR增长24%,预计2027年业绩强劲。 CrowdStrike posted strong Q4 results with 24% ARR growth and projected robust 2027 performance, despite high stock valuation.

CrowdStrike报告说,Q4成果强劲,年经常性收入增长24%,达到52.5亿美元,而新的ARR净增长为47%。 CrowdStrike reported strong Q4 results with 24% annual recurring revenue growth to $5.25 billion and 47% net new ARR growth. 收入增长了23%,达到13.1亿美元,经过调整的EPS在其Falcon Flex许可证发放模式的驱动下,增加了38%,达到11.2美元,增加了350多个新客户和380个重新就业者。 Revenue rose 23% to $1.31 billion, and adjusted EPS jumped 38% to $1.12, driven by its Falcon Flex licensing model, which added over 350 new customers and 380 re-engagements. 关键部分,如下一代SIMM、云层安全、身份等,ARR增长率为45%、35%和34%。 Key segments like next-gen SIEM, cloud security, and identity saw ARR growth of 45%, 35%, and 34%. 就2027年财政而言,该公司预计收入为5.868B-5.928B美元,经调整的EPS为4.78-4.90美元,ARR增长率为23%-24%。 For fiscal 2027, the company projected revenue of $5.868B–$5.928B, adjusted EPS of $4.78–$4.90, and ARR growth of 23%–24%. 尽管业绩强劲,AI驱动的势头强劲,但库存仍然昂贵,导致一些分析家敦促谨慎行事。 Despite strong performance and AI-driven momentum, the stock remains expensive, leading some analysts to urge caution.