【CrowdStrike FY2027 Q2 Earnings Report】One chart to understand: revenue of $1.471 billion, net new ARR of $333 million, full-year ARR guidance raised
$CRWD The core of this quarter isn’t 26% revenue growth, but rather net new ARR accelerating year over year to 51%, with full-year net new ARR guidance raised; the quality of growth is improving. However, the gap between GAAP and Non-GAAP profits, as well as the subsequent consumption and renewals from platform customers, still need to be continuously tracked.
Follow me—later I’ll keep updating one-chart summaries of key earnings reports from major companies in Hong Kong and the US.
#CrowdStrike #CRWD #美股财报季来袭
$CRWD The core of this quarter isn’t 26% revenue growth, but rather net new ARR accelerating year over year to 51%, with full-year net new ARR guidance raised; the quality of growth is improving. However, the gap between GAAP and Non-GAAP profits, as well as the subsequent consumption and renewals from platform customers, still need to be continuously tracked.
Follow me—later I’ll keep updating one-chart summaries of key earnings reports from major companies in Hong Kong and the US.
#CrowdStrike #CRWD #美股财报季来袭
