CrowdStrike (CRWD) Ends 2025 with $4.24B ARR and $1.06B Q4 Revenue

By Tamara Parker • Wednesday, March 05 06:08 • Permanent Link

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) recently reported its financial results for the fourth quarter and fiscal year 2025. The company's Ending Annual Recurring Revenue (ARR) grew by 23% year-over-year, reaching $4.24 billion, with an additional $224 million in net new ARR added in Q4. This growth places CrowdStrike on track to reach its $10 billion ending ARR goal.

In the fourth quarter of fiscal 2025, CrowdStrike's total revenue was $1.06 billion, marking a 25% increase compared to the same period in fiscal 2024. The subscription revenue for the quarter was $1.01 billion, a 27% increase from Q4 of fiscal 2024. Notably, the company achieved a record full-year operating cash flow of $1.38 billion and a record full-year free cash flow of $1.07 billion.

For the full fiscal year 2025, CrowdStrike reported total revenue of $3.95 billion, a 29% increase from fiscal 2024. The subscription revenue for the year was $3.76 billion, reflecting a 31% year-over-year increase.

When comparing the income/loss from operations, CrowdStrike's GAAP loss from operations for the fourth quarter was $85.3 million, while the non-GAAP income from operations was $217.3 million. For the full fiscal year, the GAAP loss from operations was $120.4 million, with non-GAAP income from operations totaling $837.7 million.

The company's net income/loss also saw fluctuations. The GAAP net loss attributable to CrowdStrike for the fourth quarter was $92.3 million, while the non-GAAP net income attributable to CrowdStrike was $260.9 million. For the full fiscal year, the GAAP net loss attributable to CrowdStrike was $19.3 million, and the non-GAAP net income attributable to CrowdStrike was $987.6 million.

In terms of cash flow, CrowdStrike generated $345.7 million in net cash from operations in the fourth quarter, with free cash flow amounting to $239.8 million. For the full fiscal year, net cash generated from operations was $1.38 billion, and free cash flow was $1.07 billion.

The company also provided guidance for the first quarter of fiscal 2026, with a projected total revenue of $1,100.6 * $1,106.4 million and non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted, estimated to be in the range of $0.64 * $0.66. For the full fiscal year 2026, CrowdStrike anticipates total revenue in the range of $4,743.5 * $4,805.5 million and non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted, to be between $3.33 * $3.45.

These figures indicate CrowdStrike's substantial growth in key financial metrics, showcasing its strong performance in the cybersecurity sector. The market has reacted to these announcements by moving the company's shares 1.9% to a price of $390.16. For the full picture, make sure to review CrowdStrike's 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.