Earnings Call Summary | CrowdStrike(CRWD.US) Q1 2025 Earnings Conference
Earnings Call Summary | CrowdStrike(CRWD.US) Q1 2025 Earnings Conference
The following is a summary of the CrowdStrike Holdings, Inc. (CRWD) Q1 2025 Earnings Call Transcript:
以下是CrowdStrike Holdings, Inc.（crowdstrike）2025財年第一季度業績會實錄摘要：
Financial Performance:
金融業績：
CrowdStrike reported a record Q1 net new ARR of $212 million, a 22% increase year-over-year.
Ending ARR grew by 33% year-over-year to reach $3.65 billion.
Achieved a record subscription gross margin of 80% and a record free cash flow of $322 million, representing 35% of revenue.
Non-GAAP operating income grew 72% year-over-year to reach $198.7 million.
CrowdStrike報告第一季度新淨常規收入創紀錄，達2.12億美元，同比增長22%。
按照年計算的ARR增長了33%，達到了36.5億美元。
實現了創紀錄的訂閱毛利率80%和創紀錄的自由現金流3.22億美元，佔營業收入的35%。
非GAAP營運收益同比增長72%，達到了1.987億美元。
Business Progress:
業務進展：
CrowdStrike emphasized its AI native platform capabilities and continued investment in its Falcon platform for cybersecurity consolidation.
Highlighted significant traction in consolidating cybersecurity solutions with large deals due to the Falcon platform's ability to offer comprehensive security coverage through various modules.
Announced the introduction of Falcon Flex subscription model, which has significantly contributed to customer adoption and financial performance.
Expanded strategic partnerships such as the deepened collaboration with AWS and the integration of LogScale SIEM into the Falcon platform.
CrowdStrike強調其AI本地平台的能力和繼續對其網絡安全概念Falcon平台的投資。
強調由於Falcon平台能夠通過不同的模塊提供全面的安全覆蓋範圍，從而在整合網絡安全概念解決方案方面取得了顯著的進展。
宣佈推出Falcon Flex訂閱模型，這對於客戶的採用和財務表現產生了重要貢獻。
擴大戰略合作伙伴關係，如加深與AWS的合作和將LogScale SIEM集成到Falcon平台中。
Opportunities:
機會：
Positioned as a leader in cybersecurity consolidation, CrowdStrike is set to benefit from its platform's ability to serve as a single, comprehensive security solution.
Opportunities for growth in cloud security, identity protection, and next-gen SIEM, recognized for potential market expansions and partnerships.
The adoption of AI and machine learning in cybersecurity solutions continues to be a pivotal driver of growth and competitive advantage.
作爲網絡安全概念整合領域的領導者，CrowdStrike由於其平台能夠作爲單一的綜合安全解決方案而受益。
雲安全、身份保護和下一代SIEM的增長機會爲潛在的市場擴展和合作夥伴關係所認可。
採用人工智能和機器學習的網絡安全概念解決方案仍然是增長和競爭優勢的關鍵驅動因素。
Risks:
風險：
Expressed concerns about a challenging macro-economic environment that could impact IT spending patterns and decision-making among prospective clients.
The rapidly evolving cybersecurity threats require constant innovation and adaptation in CrowdStrike's offerings to maintain its market position.
表達了對可能影響潛在客戶的IT支出模式和決策的具有挑戰性的宏觀經濟環境的擔憂。
快速變化的網絡安全概念威脅需要CrowdStrike在其產品中進行不斷的創新和適應，以保持其市場地位。
More details: CrowdStrike IR
更多詳情：CrowdStrike IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。