CrowdStrike Holdings Registered (A) WKN: A2PK2R ISIN: US22788C1053 Kürzel: CRWD Forum: Aktien Thema: Hauptdiskussion

Wtf ist hier los

Six sense

CrowdStrike Non-GAAP EPS of $0.40 beats by $0.08, revenue of $580.88M beats by $5.82M https://seekingalpha.com/news/3912111-crowdstrike-non-gaap-eps-of-0_40-beats-0_08-revenue-of-580_88m-beats-5_82m • CrowdStrike press release (NASDAQ:CRWD): Q3 Non-GAAP EPS of $0.40 beats by $0.08. • Revenue of $580.88M (+52.8% Y/Y) beats by $5.82M. • Annual Recurring Revenue increased 54% year-over-year and grew to $2.34 billion as of October 31, 2022, of which $198.1 million was net new ARR added in the quarter. • Non-GAAP subscription gross margin was 78%, compared to 79% in the third quarter of fiscal 2022. • Cash and Cash Equivalents was $2.47 billion as of October 31, 2022. • Added 1,460 net new subscription customers in the quarter for a total of 21,146 subscription customers as of October 31, 2022, representing 44% growth year-over-year. • CrowdStrike’s subscription customers that have adopted five or more, six or more and seven or more modules was 60%, 36% and 21%, respectively, as of October 31, 2022. • Q4 Guidance: Total revenue $619.1 - $628.2M vs. consensus of $634.19M; Non-GAAP income from operations $87.2 - $93.7M, Non-GAAP EPS $0.42 - $0.45 vs. consensus of $0.34. • 2023 Outlook: Total revenue of $2,223 - $2,232M from prior outlook of $2,190.5 - $2,205.8M vs. consensus of $2.23B; Non-GAAP income from operations $$347.2 - $353.8M, Non-GAAP EPS of $1.49 - $1.52 from prior outlook of $1.31 - $1.33 vs. consensus of $1.34.

Guidance ist halt enttäuschend, insb. vor dem Hintergrund, dass CRWD hier sonst in aller Regel die Erwartungen übertrifft. Bei der hohen Bewertung wird auf jede kleine Schwäche derart empfindlich reagiert. Mist.

Da kann ich Froh sein damals bei knapp unter 200 Euro die Hälfte der Position mit verkauft zu haben, die andere Hälfte dümpelt jetzt leider in den Verlusten herum... Schade

Zahlen sehen doch auf den ersten Blick nicht schlecht aus?

Jesus Maria! Mein Beileid an alle Investoren.

https://www.businesswire.com/news/home/20221127005126/en/CrowdStrike-Reports-Third-Quarter-Fiscal-Year-2023-Financial-Results

Die scheinen nicht so tolle gewesen zu sein 😬

Jep. Tuesday, November 29 CrowdStrike Holdings (CRWD) Austin-based cybersecurity company CrowdStrike (CRWD) is due to post its fiscal third quarter earnings update after the close on Tuesday. The announcement is coming less than two weeks after competitor Palo Alto Networks (PANW) posted a big earnings beat that prompted an over 10% post-earnings pop. The consensus rating on CrowdStrike remains a Strong Buy, according to a Seeking Alpha survey. Ahead of the results, Morgan Stanley “pounded the table” on the cybersecurity space, highlighting opportunity in both CrowdStrike and Palo Alto. "The biggest estimate cuts in [the third-quarter] were from smaller companies selling predominantly point products, in our view," the analysts wrote. "This aligns with our general preference for leaning into consolidators, most of which are reporting off-calendar [such as] Palo Alto Networks (PANW) and CrowdStrike (CRWD)." Consensus EPS Estimates: $0.32 Consensus Revenue Estimates: $574.89M Earnings Insight: Crowdstrike has beaten EPS and revenue estimates in 8 consecutive quarters.

Nach Börsenschluss heute gibt's zahlen?

Ich glaube am 29 .11 kommen die

Wann kommen die Zahlen? Das Umsatzwachstum sieht gut aus

Sippenhaft mit Fortinet oder. Bin gespannt auf die Zahlen