周二收盘后，CrowdStrike Holdings Inc（NASDAQ:CRWD）公布了第四季度的财务业绩。让我们来看看报告中的关键指标。 第四季度业绩：CrowdStrike 报告的第四季度营收为 10.58 亿美元，超过了市场共识预期的 10.32 亿美元。这家网络安全公司报告的调整后每股收益为 1.03 美元，超过分析师预期的每股 0.85 美元。 根据 Benzinga Pro 的数据，自 2019 年上市以来，CrowdStrike 每个季度的营收与盈利均超过分析师估计。 总收入同比增长 25%。年度经常性收入（ARR）同比增长 23% 达到 42.4 亿美元，公司在本季度新增 2.243 亿美元净新 ARR。 运营活动产生的净现金为 3.457 亿美元，自由现金流达到 2.398 亿美元。公司本季度结束时现金、等价物及短期投资总额达到 43.2 亿美元。 “随着各类企业快速采用 AI，阻止数据泄露需要网络安全的 AI 原生平台。我们在下一代 SIEM、云安全和身份保护业务中看到强劲的势头，合并终止 ARR 超过 13 亿美元，”CrowdStrike 的联合创始人、总裁兼 CEO George Kurtz 说道。 “凭借 97% 的高留存率和采用 Falcon Flex 的账户增添超过 10 亿美元的季度交易价值，客户越来越多地将 Falcon 平台作为当今和未来的 AI 原生 SOC。” 指引：CrowdStrike 预计第一季度的营收将在 11 亿至 11.06 亿美元之间，估计为 11.06 亿美元。公司预计第一季度调整后的每股收益为 0.64 至 0.66 美元，估计为每股 0.95 美元。 CrowdStrike 还介绍了 2026 全年的指引。公司预计全年的营收将在 47.4 亿至 48.1 亿美元之间，估计为 47.7 亿美元。公司预计全年调整后每股收益在 3.33 至 3.45 美元之间，估计为每股 4.42 美元。 疲软的盈利指引似乎对股价产生了影响。CrowdStrike 的高管将在美国东部时间下午 5 点与投资者和分析师通话，进一步讨论本季度的情况。 CRWD 股价动向：根据 Benzinga Pro 数据，截至周二发布该消息时，CrowdStrike 的股价在盘后交易中下跌 5.9%，交易价格为 366.95 美元。

以上内容来自Benzinga Earnings专栏，原文如下：

CrowdStrike Holdings Inc (NASDAQ:CRWD) reported financial results for the fourth quarter Tuesday after the bell. Here’s a look at the key metrics from the report.

Q4 Earnings: CrowdStrike reported fourth-quarter revenue of $1.058 billion, beating the consensus estimate of $1.032 billion. The cybersecurity company reported adjusted earnings of $1.03 per share, beating analyst estimates of 85 cents per share.

CrowdStrike has beat analyst estimates on the top and bottom lines in every quarter since going public in 2019, according to Benzinga Pro.

Total revenue was up 25% year-over-year. Annual recurring revenue increased 23% year-over-year to $4.24 billion after the company added $224.3 million of net new ARR in the quarter.

Net cash generated from operations was $345.7 million and free cash flow came in at $239.8 million. The company ended the quarter with $4.32 billion in cash, equivalents and short-term investments.

“As businesses of all sizes rapidly adopt AI, stopping the breach necessitates cybersecurity’s AI-native platform. We are seeing strong momentum in our Next-Gen SIEM, Cloud Security, and Identity Protection businesses, surpassing $1.3 billion in combined ending ARR,” said George Kurtz, co-founder, president and CEO of CrowdStrike.

“With 97% gross retention and accounts adopting Falcon Flex adding over $1 billion of in-quarter deal value, customers are increasingly consolidating on the Falcon platform as their AI-native SOC for today and tomorrow.”

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Guidance: CrowdStrike expects first-quarter revenue to be between $1.1 billion and $1.106 billion versus estimates of $1.106 billion. The company anticipates first-quarter adjusted earnings of 64 cents to 66 cents per share versus estimates of 95 cents per share.

CrowdStrike also introduced full-year 2026 guidance. The company expects full-year revenue of $4.74 billion to $4.81 billion versus estimates of $4.77 billion. The company anticipates full-year adjusted earnings in the range of $3.33 to $3.45 per share versus estimates of $4.42 per share.

The soft earnings guidance appears to be weighing on shares. CrowdStrike executives will further discuss the quarter on a call with investors and analysts at 5 p.m. ET.

CRWD Price Action: CrowdStrike shares were down 5.9% after hours, trading at $366.95 at the time of publication Tuesday, according to Benzinga Pro.

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