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CrowdStrike(CRWD)2026财年第四季度及全年财务业绩演示报告「NASDAQ」(英文版)(35页).pdf

上传人: 1****1 编号:1148379 2026-03-04 35页 1.61MB

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1、Financial ResultsQ4 FY 2026 CrowdStrike,Inc.All rights reserved.As of March 3,2026Safe Harbor CrowdStrike,Inc.All rights reserved.This presentation includes express and implied“forward-looking statements”,including forward-looking statements within the meaning of the Private Securities Litigation Re

2、form Act of 1995.Forward-looking statements include all statements that are not historical facts,and in some cases,can be identified by terms such as“anticipate,”“believe,”“can,”“continue,”“could,”“estimate,”“expect,”“intend,”“may,”“might,”“plan,”“potential,”“predict,”“project,”“should,”“will,”“woul

3、d,”or the negative of these terms,and similar expressions that concern our expectations,strategy,plans or intentions.Forward-looking statements contained in this presentation include,but are not limited to,statements concerning our estimates of market size and opportunity,competitive landscape,strat

4、egic plans or objectives,our growth prospects,projections(including our long-term model),the impact of the July 19 Incident,our product roadmap and future initiatives,the performance and benefits of our products and services,and our anticipated tax rate.By their nature,these statements are subject t

5、o numerous risks and uncertainties,including factors beyond our control,that could cause actual results,performance or achievement to differ materially and adversely from those anticipated or implied in the statements.Such risks and uncertainties are described in the“Risk Factors”section of our most

6、 recent Form 10-K,most recent Form 10-Q,and subsequent filings with the Securities and Exchange Commission.Although our management believes that the expectations reflected in our statements are reasonable,we cannot guarantee that the future results,levels of activity,performance or events and circum

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1. **财务表现**:FY26 Q4 ARR达52.5亿美元(同比+24%),净新增ARR 3.31亿美元(同比+47%),运营收入3.26亿美元(同比+38%),自由现金流3.76亿美元(同比+47%)。 2. **平台增长**:模块采用率提升,50%客户使用6+模块,下一代SIEM ARR达5.85亿美元(同比+75%),云安全ARR超8亿美元(同比+35%)。 3. **客户留存**:美元净留存率115%(Q4),订阅ARR毛利率81%,非GAAP运营利润率22%。 4. **未来指引**:FY27 ARR预期64.66-65.16亿美元,总收入58.68-59.28亿美元,非GAAP运营利润14.22-14.62亿美元。
**AI安全如何?** **ARR增长多少?** **平台优势在哪?**
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