Crowdstrike Holdings ( (CRWD) ) has released its Q4 earnings. Here is a breakdown of the information Crowdstrike Holdings presented to its investors.
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native platforms for endpoint and cloud workload protection, leveraging AI and real-time threat intelligence to prevent breaches.
In its latest earnings report, CrowdStrike announced a strong financial performance for the fourth quarter and fiscal year 2025, with significant growth in subscription revenue and annual recurring revenue (ARR). The company continues to expand its AI-native cybersecurity solutions, showing robust customer retention and module adoption rates.
Key financial highlights include a 23% year-over-year increase in ARR, reaching $4.24 billion, and a 31% growth in subscription revenue, totaling $3.76 billion for the year. Despite a GAAP net loss, CrowdStrike reported a non-GAAP net income of $987.6 million, reflecting its strategic focus on long-term growth. The company also achieved record operating and free cash flows of $1.38 billion and $1.07 billion, respectively.
Strategically, CrowdStrike is advancing its AI-driven security operations with new product launches and partnerships, including the general availability of Charlotte AI Detection Triage and expanded integration with AWS. These initiatives are expected to enhance its market position and drive future growth.
Looking ahead, CrowdStrike’s management remains optimistic about achieving its target model by fiscal year 2029, with a focus on long-term profitable growth and continued innovation in cybersecurity solutions.