Tässäkin suhteessa Crowdstrikellä menee hyvin. 
https://x.com/finchat_io/status/1906768477781913681
2 Likes
CrowdStrike ilmoitti vähentävänsä noin 500 työntekijää eli 5 % henkilöstöstään.
Yhtiön mukaan tekoäly nopeuttaa tuotekehitystä ja tehostaa toimintaa, joten rekrytointitarve vähenee.
Säästötoimista huolimatta CrowdStrike jatkaa rekrytointeja strategisiin rooleihin. Yhtiö pitää kiinni aiemmasta koko tilikauden ennusteestaan.
5 Likes
CrowdStrike’s first quarter went quite well; revenue grew moderately, with subscription revenue, for example, increasing significantly from the previous year.
Although the company recorded a loss according to official accounting standards, its adjusted earnings remained at a high level. Recurring revenue grew, and new customers were acquired well.
Gross margin slightly decreased but remained strong. The company emphasized the strength of demand for the Falcon platform and AI-related innovations, which will support the company’s future growth targets.
Management expressed confidence in the future, especially regarding improved results towards the end of the year.
https://x.com/Earnings_Time/status/1929994717410013544
Company’s Own Materials
EDIT:
Here are CrowdStrike’s figures nicely visualized:
https://x.com/EconomyApp/status/1929996876948090980
And a handy comparison table:
3 Likes
CrowdStrike has been included in a tweet thread listing companies where demand is “guaranteed,” as orders, contracts, and commitments have already been made for a longer period.
I only took this company’s portion from that tweet thread.
https://x.com/MMoney642/status/1931350767908077824
4 Likes
CrowdStrike reported a strong quarter with revenue and recurring revenue growth. The company recorded a GAAP loss, but adjusted results rose to a record level, which indicates stable business growth and improved profitability.
Management emphasized that the company benefits from the opportunities brought by AI in cybersecurity and stated its ability to handle the entire package from start to finish.
Strong cash flow and an expanding customer base at least support management’s belief in continued growth for the remainder of the year.
https://x.com/StockMarketNerd/status/1960799762015510833
Company’s Own Materials
5 Likes
CrowdStrike is increasing its value as customers are increasingly adopting its various modules.
Nearly half already use more than six. This brings additional revenue from existing customers, strengthens growth, and makes the business sustainable in the long term. 
https://x.com/fiscal_ai/status/1967257065031885248
3 Likes
The tweet below highlights that CrowdStrike has become a top name in cybersecurity by deeply integrating into companies’ daily operations. Collaboration with Salesforce and Charlotte AI solutions make it an essential part of customer organizations’ daily work. According to the tweet, the strategy is convincing, but the valuation level requires flawless execution.
The industry is growing strongly, and CrowdStrike’s figures further support its position. In Q2, revenue grew by 21 percent, and ARR also reached a record high. New products, such as Falcon Flex and Next-Gen SIEM, accelerate growth and strengthen customer loyalty.
On the flip side, declining margins, high stock-based compensation, and cautious guidance are visible.
The tweet below discusses these and more.
https://x.com/hataf_capital/status/1968675792772043073
2 Likes
CrowdStrike continued its strong growth, as revenue and recurring revenue clearly increased from last year. The company still reported a loss on GAAP figures, but achieved record results with non-GAAP earnings, which likely indicates the business’s good momentum.
The platform-based strategy and Falcon Flex model also supported growth, and AI-powered cybersecurity solutions also saw strong demand.
Management emphasized that demand is strongly increasing and customers are increasingly consolidating their services onto CrowdStrike’s platform. The company exceeded expectations on almost all metrics, increased its cash flow, and even raised its outlook for the coming year, and the company also forecasts continued strong contract growth in the longer term.
https://x.com/StockMarketNerd/status/1995966508741329344
2 Likes
Let’s also add some nice number visualization
3 Likes