As the Beatles might have said this is a ‘fab’ chart and the fundamentals are pretty ‘fab’ too.
One thing is certain in our AI evolving world, cybersecurity will be an increasingly essential ingredient for life in the AI era.
George Kurtz, CEO and co-founder, Crowdstrike, Q4 2024, 4 March 2025
The group is positive on prospects.
Several key areas from our performance and outlook demonstrate the strength and resilience of our business, including, first, the strength of our results demonstrates the power of our business model and sales execution, highlighted by our record total contract value reaching $6 billion in FY ’25 with growth accelerating to 40% year over year.
Second, the successful completion of our customer commitment program, which accelerated platform adoption and deepened customer relationships. Our success is demonstrated by Falcon Flex customers adding over $1 billion in Q4 account value and our strong gross retention rate of 97%. And third, as we look ahead, our visibility is improving. We expect net new ARR [annual recurring revenue] reacceleration, as well as operating margin and free cash flow margin expansion in the second half of FY ’26.
We believe this momentum will set the stage for further acceleration in FY ’27 over FY ’26 and position us well to achieve our long-term targets. For the full fiscal year, we achieved 23% and 29% ending ARR and total revenue growth, respectively. Operating income grew 27% year over year to reach a record $837.7 million or 21% of revenue. Net income attributable to CrowdStrike and EPS grew 31% and 27%, respectively, to reach a record $987.6 million or $3.93 per diluted share.
Burt Podbere, CFO, Crowdstrike, Q4 2024, 4 March 2025
The chart looks positive, with the shares breaking higher after four years of being broadly rangebound. In a world where every company, every enterprise, every government body, and even every household in the developed world will be dominated by increasingly ubiquitous and powerful Artificial Intelligence, security will be of overwhelming importance. Crowdstrike is arguably the world’s most exciting cybersecurity business, set to flourish in this brave new world.
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