全球“宕机”后的第一份财报，Crowdstrike下调指引了？

财经自媒体08-29

CrowdStrike Holdings, Inc.在8月29日盘后公布了其2025财年第二季度（截至2024年7月31日）的业绩。在7月16日全球宕机的事件影响下，投资者更关注公司会如何展望未来的业绩。公司在网络安全市场的强劲地位。财务概况当季业绩仍然稳健，显示公司在网络安全市场依然保持强劲地位。总收入：CrowdStrike的总收入为9.639亿美元，同比增长32%，而去年同期为7.316...

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Inc.在8月29日盘后公布了其2025财年第二季度（截至2024年7月31日）的业绩。在7月16日全球宕机的事件影响下，投资者更关注公司会如何展望未来的业绩。公司在网络安全市场的强劲地位。财务概况当季业绩仍然稳健，显示公司在网络安全市场依然保持强劲地位。总收入：CrowdStrike的总收入为9.639亿美元，同比增长32%，而去年同期为7.316亿美元。订阅收入：订阅收入达到9.183亿美元，同比增长33%，去年同期为6.900亿美元。年度经常性收入（ARR）：截至2024年7月31日，ARR增长32%至38.6亿美元，其中本季度新增ARR为2.176亿美元。云安全业务的ARR超过5.15亿美元，同比增长超过80%；身份保护的ARR超过3.5亿美元，同比增长超过70%。LogScale下一代SIEM的ARR超过2.2亿美元，同比增长超过140%。利润和现金流方面也继续超预期GAAP净收入：本季度GAAP净收入为4700万美元，较去年同期的850万美元增长了超过5倍。非GAAP净收入：非GAAP净收入为2.608亿美元，同比增长45%，每股非GAAP净收入为1.04美元，而去年同期为0.74美元。现金流：本季度的经营现金流创下3.27亿美元的记录，自去年同期的2.45亿美元。自由现金流为272.2百万美元，较去年同期的188.7百万美元显著增加。从业务分类来看，订阅服务Gaap毛利率为78%，与去年持平；非GAAP毛利率略微上升至81%（去年为80%）。采用五个或更多模块的客户比例为65%，六个或更多模块为45%，七个或更多模块为29%。这表明客户对CrowdStrike多种服务的接受度和依赖度在增加。专业服务收入为4561.5万美元，相较于去年同期的4165.4万美元有所增长。毛利率虽然没有具体披露，但整体的毛利率表现良好，反映出公司在服务交付上的效率。未来展望尽管在7月16日“Channel File 291 Incident”之后，CrowdStrike对2025财年的展望依然乐观，但指引仍然相对市场预期更保守。Q3收入预期将在9.792亿至9.847亿美元之间，低于市场预期的10.1亿美元；全年收入预计在38.9亿至39.02亿美元之间，低于市场预期的39.5亿美元；Q3的EPS预期$0.8和$0.81之间，低于市场预期的0.96美元；全年EPS预期为3.61至3.65美元，比此前公司预期的3.93至4.03美元有所下调。利润下调的更明显，显然公司也计提了不少于此次事件相关的后续赔偿等开支。此外，由于客户承诺计划的激励措施，预计将对未来几个季度的订阅收入产生影响。当然，也有可能是行业性的整体开支降低，造成公司预期的保守。但整体来看，Crowdstrike在行业中的地位和影响力并没有受太大影响。CrowdStrike已经实施了一系列措施以增强Falcon平台的安全性和韧性，包括：增强内容可见性和控制：推出新的内容控制配置，允许客户选择何时何地部署新内容。内容质量保证的增强：改进了内容验证和解释工具，以防止错误内容的发布。外部审查与验证：与两家独立的第三方软件安全公司合作，对Falcon传感器代码和质量控制流程进行审查。这些措施旨在提升平台的安全性和可靠性，确保类似事件不会重演。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 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