FMP
Dec 03, 2025
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a prominent player in the cybersecurity industry, known for its innovative solutions and strong market presence. The company offers a range of services, including endpoint protection, threat intelligence, and cyberattack response. CrowdStrike's competitors include companies like Palo Alto Networks and FireEye, but its unique single platform strategy and Falcon Flex subscription model set it apart.
On December 2, 2025, CrowdStrike reported earnings per share (EPS) of $0.96, surpassing the estimated $0.93. This marks an earnings surprise of 2.13%, as highlighted by Zacks. The company has consistently outperformed consensus EPS estimates over the past four quarters, demonstrating its ability to exceed market expectations. In the previous quarter, CrowdStrike delivered an EPS of $0.93, beating the anticipated $0.83, resulting in a 12.05% surprise.
CrowdStrike's revenue for the quarter ending October 2025 reached approximately $1.23 billion, exceeding the estimated $1.21 billion. This represents a 22% year-over-year increase, as highlighted by Business Wire. The company has surpassed consensus revenue estimates in three of the last four quarters, showcasing its strong financial performance. Subscription revenue also saw a 21% increase, amounting to $1.17 billion.
The company's annual recurring revenue (ARR) grew by 23%, reaching $4.92 billion, with $265.3 million in net new ARR added during the quarter. This growth highlights CrowdStrike's success in expanding its customer base and increasing its market share. CEO George Kurtz emphasized the success of their single platform strategy and Falcon Flex subscription model, positioning CrowdStrike as a leader in cybersecurity.
CrowdStrike's strong financial performance and growth prospects have attracted investor interest. The company's price-to-sales ratio of 28.03 and enterprise value to sales ratio of 27.16 reflect its high valuation relative to revenue. With a debt-to-equity ratio of 0.20 and a current ratio of 1.81, CrowdStrike maintains a strong financial position, ensuring liquidity to cover short-term liabilities.
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