光大证券：CrowdStrike (CRWD.US)FY25Q1业绩及指引超预期 AI助力SIEM高速增长

智通财经网06-06

智通财经APP获悉，光大证券发布研报认为，CrowdStrike (CRWD.US) FY25Q1业绩与FY25Q2收入指引超预期强劲，同时研发费用同比大幅增长，25财年有望加大AI及云安全相关投资;AI 战略稳步推进，助力公司发展。随着生成式AI的发展，网络安全攻防升级，安全架构持续迭代以适应新时代需求，技术领先的CrowdStrike有望持续维持强劲的业绩增长，建议持续关注美股网络安全行业。...

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战略稳步推进，助力公司发展。随着生成式AI的发展，网络安全攻防升级，安全架构持续迭代以适应新时代需求，技术领先的CrowdStrike有望持续维持强劲的业绩增长，建议持续关注美股网络安全行业。事件：美国东部时间2024年6月4日，CrowdStrike发布了FY25Q1业绩，盘后股价上涨6.8%，主要系FY25Q1业绩超预期，GAAP营业利润由亏转盈，FY25Q2营收指引超预期(Refinitiv一致预期+10.21%)。公司业绩基本面稳固，增长与盈利水平行业领先。CrowdStrike在FY25Q1实现销售现收入9.2亿美元，同比增长33%，超Refinitiv一致预期1.8%。1)订阅收入8.7亿美元，同比增长34%。2)订阅服务毛利率78.2%，同比维持不变，环比下降4.6pcts。3)ARR同比增长33%达到36.5亿美元，净新增ARR为2.1亿美元。自由现金流同比增长41.8%，达到3.2亿美元。多途径复合增长，未来业绩指引积极。公司上调了FY25全年收入指引，从39.2-39.9亿美元上调至39.8-40.1亿美元。公司指引FY25Q2销售收入为9.58-9.61亿美元，中位数同比增长31%。FY25Q1：1)Falcon网络安全能力提升，云、身份验证和下一代SIEM模块等交易数同比翻倍;2)Falcon Flex订阅模式推出按需付费方式，交易数量同比增长95%;3)推动更大规模的交易，与NVIDIA合作推动云安全产品的使用和Falcon云安全标准化。AI融入SIEM，产品生态助力收入高速增长。CrowdStrike交付下一代SIEM，通过Falcon Next-Gen SIEM 为AI原生SOC提供支持，并且支持Charlotte AI 实现自动响应。1)Falcon Next-Gen SIEM 支持ISV数据源生态系统，并扩大与全球系统集成商(GSI)、托管服务提供商(MSP)和托管安全服务提供商(MSSP)的合作伙伴关系。2)与Deloitte、EY、HCLTech等系统集成商合作，在升级至新一代SIEM时提供帮助，并且引导潜在客户选择SIEM解决方案。3)Falcon平台的人工智能防御已经渗透在医疗保健、公用事业、制造机械和政府服务等公司的应用上。4)AI原生平台Charlotte AI将安全报警时间压缩至几秒，借助Charlotte AI平台的工作时间压缩至几分钟。研发费用同比大幅增长，25财年有望加大AI及云安全相关投资。FY25Q1 CrowdStrike 研发费用支出2.4亿美元，同比增长31.4%。公司将继续投资于研发，以保持其技术领先地位，致力于数据保护和AI云工作负载保护。AI 战略稳步推进，助力公司发展。1)宣布全面推出Falcon应用安全态势管理(ASPM)作为Falcon云安全的集成部分，并推出新的云检测和响应(CDR)创新。2)推出Falcon for Defender，将涵盖OverWatch威胁搜寻服务，以增强Microsoft Defender。3)扩大与Amazon AWS和Google Cloud等云服务商的合作伙伴关系，以加速网络安全整合和阻止多云和多供应商环境中的违规行为。4)宣布与NVIDIA达成战略合作，在CrowdStrike Falcon XDR平台上提供NVIDIA的AI计算服务，以保护生成式AI的工作负载。投资建议：CrowdStrike FY25Q1业绩与FY25Q2收入指引超预期强劲，拥有全面的产品组合和领先的技术实力。随着生成式AI的发展，网络安全攻防升级，安全架构持续迭代以适应新时代需求，技术领先的CrowdStrike有望持续维持强劲的业绩增长，建议持续关注美股网络安全行业，关注微软、CrowdStrike、Palo 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