CrowdStrike ARR Tops $5.2B
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 4 March 2026
⏱️ 6 minutes
🧾️ Download transcript
Summary
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.6 | It's good to have you here on this Wednesday, March 4th. I'm Julie Morgan. |
| 0:13.6 | Crowdstrike is up 0.7% in pre-market action after reporting its fourth quarter fiscal 2026 financial results. |
| 0:23.0 | For the quarter ended January 31st, the cybersecurity firm reported adjusted earnings per share |
| 0:28.9 | of $1.12 versus the consensus estimate of $1.10. |
| 0:34.9 | Gap EPS was 15 cents compared to the $4.cent estimate. Revenue for the fourth quarter increased $0.0.0.10. Gap EPS was 15 cents compared to the 4 cent estimate. Revenue for the fourth quarter increased |
| 0:41.2 | 23% year over year and was just above consensus. Subscription revenue also increased 23% year |
| 0:49.4 | over year to $1.24 billion, which was in line with the estimate. |
| 1:00.4 | Annual recurring revenue increased 24% year over year to $5.25 billion. |
| 1:07.6 | For the first quarter of fiscal 2027, Crowdstrike expects revenue of $1.36 billion, which is more than the $1.35 billion estimate. It expects adjusted EPS of $1.6 to $1.7 |
| 1:16.4 | compared to the $1.6 estimate. The Senate is set to vote today on President Trump's decision to launch military action against Iran. The legislation known as a war powers |
| 1:29.5 | resolution gives lawmakers an opportunity to demand congressional approval before any further |
| 1:35.7 | attacks are carried out. Senate Democratic leader Chuck Schumer said at a news conference on Tuesday |
| 1:41.5 | that wars without clear objectives do not remain small. They get bigger, |
| 1:46.7 | bloodier, longer, and more expensive. He went on to say this is not a necessary war. It's a war of |
| 1:53.4 | choice. Secretary of State Marco Rubio told reporters in a news conference at the Capitol on |
| 1:59.4 | Tuesday that they're not going to put American |
| 2:01.9 | troops in harm's way. So far, six U.S. service members have been killed since the war began. |
| 2:08.5 | Trump has also not ruled out boots on the ground. The Senate resolution, along with a similar |
| 2:13.7 | measure expected to be voted on in the House later this week, faces long odds in the |
| 2:19.0 | Republican-controlled Congress, and would almost certainly be vetoed by Trump, even if it were to pass. |
| 2:26.4 | Anthropic is on track to generate nearly $20 billion in annual revenue, more than doubling its |
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