Last 7 days
3.2%
Last 30 days
25.1%
Last 90 days
44.3%
Trailing 12 Months
112.3%
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 2.2B | 2.4B | 2.6B | 2.8B |
2022 | 1.5B | 1.6B | 1.8B | 2.0B |
2021 | 874.4M | 999.2M | 1.1B | 1.3B |
2020 | 481.4M | 563.4M | 654.3M | 761.6M |
2019 | 249.8M | 298.6M | 351.0M | 409.8M |
2018 | 118.8M | 151.5M | 184.3M | 217.1M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Nov 30, 2023 | sentonas michael | sold | -6,289,950 | 236 | -26,652 | president |
Nov 13, 2023 | sullivan godfrey | sold | -30,008,400 | 200 | -150,000 | - |
Nov 13, 2023 | gandhi sameer k | sold | -3,000,930 | 200 | -15,000 | - |
Nov 13, 2023 | podbere burt w. | sold | -6,100,040 | 200 | -30,500 | chief financial officer |
Oct 11, 2023 | austin roxanne s | sold | -926,250 | 185 | -5,000 | - |
Oct 10, 2023 | austin roxanne s | sold | -925,050 | 185 | -5,000 | - |
Oct 09, 2023 | sullivan godfrey | sold | -4,460,030 | 178 | -25,000 | - |
Oct 06, 2023 | austin roxanne s | sold | -1,721,300 | 172 | -10,000 | - |
Sep 21, 2023 | sentonas michael | sold | -1,733,720 | 167 | -10,321 | president |
Sep 21, 2023 | henry shawn | sold | -1,511,590 | 168 | -8,996 | chief security officer |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Dec 07, 2023 | Hudson Bay Capital Management LP | new | - | 10,377,600 | 10,377,600 | 0.04% |
Dec 06, 2023 | CITIGROUP INC | reduced | -2.73 | 5,845,030 | 59,683,000 | 0.04% |
Dec 05, 2023 | Ashburton (Jersey) Ltd | unchanged | - | - | 32,000 | 0.02% |
Dec 05, 2023 | Advisory Resource Group | added | 0.74 | 143,999 | 1,116,420 | 0.30% |
Dec 04, 2023 | Phoenix Holdings Ltd. | added | 152 | 1,871,690 | 2,868,640 | 0.03% |
Dec 04, 2023 | TUCKER ASSET MANAGEMENT LLC | reduced | -73.19 | -38,045 | 16,738 | -% |
Dec 01, 2023 | B. Riley Wealth Advisors, Inc. | reduced | -16.6 | -145,284 | 2,785,290 | 0.07% |
Dec 01, 2023 | PFS Partners, LLC | unchanged | - | 246 | 2,009 | -% |
Nov 30, 2023 | Modera Wealth Management, LLC | reduced | -5.94 | 37,213 | 554,196 | 0.01% |
Nov 29, 2023 | Carmignac Gestion | added | 18.69 | 13,177,500 | 50,549,600 | 0.93% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 14, 2023 | kurtz george | 5.1% | 11,568,620 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 6.42% | 14,008,334 | SC 13G/A | |
Feb 07, 2023 | blackrock inc. | 6.1% | 13,412,389 | SC 13G/A | |
Feb 14, 2022 | accel leaders fund l.p. | 2.3% | 4,962,879 | SC 13G/A | |
Feb 14, 2022 | capitalg lp | 0.0% | 0 | SC 13G/A | |
Feb 14, 2022 | kurtz george | 6.5% | 14,390,510 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 5.91% | 12,303,287 | SC 13G/A | |
Feb 01, 2022 | blackrock inc. | 6.6% | 13,795,872 | SC 13G/A | |
Feb 16, 2021 | institutional venture partners xvi, l.p. | 0.5% | 864,842 | SC 13G/A | |
Feb 16, 2021 | point72 asset management, l.p. | 0.2% | 429,597 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Dec 08, 2023 | 4 | Insider Trading | |
Dec 08, 2023 | 4 | Insider Trading | |
Dec 07, 2023 | 144 | Notice of Insider Sale Intent | |
Dec 06, 2023 | 4 | Insider Trading | |
Dec 01, 2023 | 4 | Insider Trading | |
Nov 30, 2023 | 144 | Notice of Insider Sale Intent | |
Nov 29, 2023 | 10-Q | Quarterly Report | |
Nov 28, 2023 | 8-K | Current Report | |
Nov 14, 2023 | 4 | Insider Trading | |
Nov 14, 2023 | 4 | Insider Trading |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MSFT | 2.8T | 218.3B | 3.06% | 51.30% | 36.08 | 12.74 | 7.50% | 10.47% |
ADBE | 278.2B | 18.9B | 4.22% | 83.42% | 54.32 | 14.73 | 9.86% | 6.40% |
CRWD | 57.7B | 2.8B | 25.14% | 112.32% | -4.9K | 20.26 | 39.94% | 93.33% |
SQ | 42.0B | 20.8B | 32.31% | 9.14% | -148.25 | 2.02 | 22.61% | 44.15% |
AKAM | 17.3B | 3.7B | 3.47% | 27.21% | 33.52 | 4.61 | 4.19% | -7.24% |
MID-CAP | ||||||||
FFIV | 10.1B | 2.8B | 9.61% | 12.40% | 25.61 | 3.6 | 4.35% | 22.59% |
ALTR | 5.7B | 601.6M | 2.88% | 48.43% | -345.13 | 9.49 | 8.88% | 70.93% |
HCP | 4.0B | 563.1M | 2.56% | -27.99% | -19.14 | 7.08 | 28.98% | 53.96% |
ACIW | 3.0B | 1.4B | 13.82% | 33.29% | 33.87 | 2.11 | -0.63% | -44.79% |
APPN | 2.7B | 525.8M | -4.35% | -3.69% | -19.65 | 5.08 | 17.58% | 4.56% |
SMALL-CAP | ||||||||
CSGS | 1.6B | 1.2B | 3.71% | -9.34% | 20.12 | 1.34 | 8.09% | 97.57% |
ATEN | 952.3M | 258.9M | 8.80% | -33.99% | 23.76 | 3.68 | -5.29% | 1.20% |
BAND | 306.7M | 592.7M | -5.14% | -52.77% | 10.94 | 0.52 | 9.29% | 227.17% |
BLIN | 8.2M | 16.3M | 3.95% | -43.50% | -4.45 | 0.5 | -2.49% | -246.74% |
DTSS | 7.2M | 13.4M | -5.00% | -86.76% | -0.77 | 0.54 | -18.06% | -46.22% |
Income Statement (Quarterly) | (In Thousands) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | 7.4% | 786,014 | 731,626 | 692,580 | 637,367 | 580,882 | 535,153 | 487,834 | 431,010 | 380,051 | 337,690 | 302,843 | 264,929 | 232,460 | 198,971 | 178,078 | 152,109 | 125,119 | 108,108 | 96,077 | 80,455 | 66,379 |
Gross Profit | 7.7% | 591,010 | 548,709 | 523,350 | 461,763 | 422,654 | 394,586 | 361,002 | 318,390 | 278,387 | 247,258 | 224,338 | 198,197 | 170,933 | 144,580 | 131,183 | 108,693 | 87,764 | 76,526 | 66,804 | 53,460 | 44,105 |
Operating Expenses | 4.2% | 587,847 | 564,082 | 542,806 | 523,263 | 479,076 | 442,893 | 384,885 | 341,924 | 318,651 | 294,661 | 255,685 | 214,000 | 195,092 | 174,571 | 153,759 | 139,825 | 126,282 | 127,165 | 92,579 | 84,692 | 86,196 |
S&GA Expenses | 1.2% | 286,186 | 282,916 | 281,107 | 246,439 | 239,672 | 224,766 | 193,532 | 162,594 | 164,960 | 153,861 | 135,131 | 112,449 | 105,602 | 95,127 | 88,138 | 75,803 | 68,675 | 65,274 | 56,843 | 49,338 | 46,614 |
R&D Expenses | 9.3% | 196,072 | 179,362 | 179,065 | 191,845 | 155,256 | 137,864 | 123,399 | 105,018 | 97,630 | 90,455 | 78,180 | 66,070 | 57,539 | 50,483 | 40,578 | 38,691 | 35,992 | 31,630 | 23,875 | 22,005 | 25,968 |
EBITDA Margin | 173.5% | 0.01* | -0.02* | -0.04* | -0.06* | -0.06* | -0.07* | -0.08* | -0.09* | -0.10* | -0.10* | -0.09* | -0.10* | -0.13* | -0.17* | -0.23* | -0.29* | -0.35* | -0.42* | -0.44* | -0.55* | -0.63* |
Interest Expenses | 0.9% | 6,503 | 6,444 | 6,387 | 6,352 | 6,334 | 6,335 | 6,298 | 6,302 | 6,403 | 6,296 | 6,230 | 1,049 | 193 | 174 | 143 | 145 | 132 | 164 | 1.00 | - | - |
Income Taxes | 108.3% | 9,603 | 4,611 | 4,409 | 5,314 | 8,870 | 4,778 | 3,440 | 13,550 | 4,473 | 4,238 | 50,100 | 2,871 | 451 | 400 | 1,000 | 351 | 434 | 600 | 595 | 357 | 500 |
Earnings Before Taxes | 177.2% | 36,272 | 13,087 | 4,908 | -43,618 | -45,761 | -43,535 | -26,969 | -28,157 | -45,977 | -53,080 | -32,809 | -16,170 | -24,080 | -29,433 | -18,186 | -28,075 | -35,071 | -51,254 | -25,382 | -30,911 | -41,788 |
EBT Margin | 113.8% | 0.00* | -0.03* | -0.05* | -0.07* | -0.07* | -0.08* | -0.09* | -0.11* | -0.12* | -0.11* | -0.10* | -0.10* | -0.13* | -0.17* | -0.24* | -0.29* | -0.35* | -0.43* | -0.44* | -0.56* | -0.64* |
Net Income | 214.7% | 26,665 | 8,472 | 491 | -47,481 | -54,956 | -49,285 | -31,523 | -41,980 | -50,455 | -57,318 | -85,049 | -19,002 | -24,531 | -29,874 | -19,222 | -28,408 | -35,505 | -51,889 | -25,977 | -31,260 | -42,323 |
Net Income Margin | 88.2% | 0.00* | -0.04* | -0.06* | -0.08* | -0.09* | -0.09* | -0.11* | -0.16* | -0.16* | -0.16* | -0.16* | -0.11* | -0.13* | -0.17* | -0.24* | -0.29* | -0.35* | -0.43* | -0.44* | -0.56* | -0.64* |
Free Cashflow | 23.4% | 252,254 | 204,364 | 238,628 | 217,883 | 181,581 | 143,778 | 162,746 | 132,995 | 129,431 | 78,478 | 121,737 | 101,909 | 78,590 | 34,385 | 88,883 | 52,757 | 8,946 | -27,832 | -14,126 | 1,621 | -11,235 |
Balance Sheet | (In Millions) | ||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 5.6% | 5,831 | 5,520 | 5,138 | 5,027 | 4,469 | 4,154 | 3,836 | 3,618 | 3,300 | 3,136 | 2,881 | 2,733 | 1,750 | 1,617 | 1,519 | 1,405 | 1,256 | 1,172 | 457 | 433 |
Current Assets | 0.7% | 4,079 | 4,050 | 3,709 | 3,640 | 3,204 | 2,976 | 2,733 | 2,571 | 2,360 | 2,252 | 2,038 | 2,292 | 1,341 | 1,316 | 1,248 | 1,172 | 1,053 | 1,005 | 311 | 331 |
Cash Equivalents | -6.2% | 2,971 | 3,167 | 2,830 | 2,455 | 2,467 | 2,319 | 2,153 | 1,997 | 1,908 | 1,787 | 1,685 | 1,919 | 1,060 | 1,065 | 1,005 | 265 | 744 | 733 | 93.00 | 88.00 |
Net PPE | 3.5% | 581 | 562 | 524 | 492 | 430 | 383 | 316 | 261 | 242 | 216 | 191 | 167 | 162 | 153 | 139 | 136 | 130 | 108 | 86.00 | 74.00 |
Goodwill | 48.1% | 638 | 431 | 431 | 431 | 430 | 416 | 416 | 416 | 374 | 374 | 375 | 84.00 | 83.00 | 8.00 | 8.00 | 8.00 | 8.00 | 8.00 | 8.00 | 8.00 |
Liabilities | 3.3% | 3,770 | 3,650 | 3,503 | 3,539 | 3,132 | 2,911 | 2,719 | 2,581 | 2,340 | 2,225 | 2,028 | 1,861 | 935 | 825 | 766 | 662 | 539 | 443 | 385 | 363 |
Current Liabilities | 5.4% | 2,350 | 2,229 | 2,080 | 2,109 | 1,817 | 1,649 | 1,497 | 1,407 | 1,242 | 1,137 | 983 | 864 | 702 | 603 | 556 | 493 | 416 | 342 | 303 | 281 |
LT Debt, Non Current | 0.1% | 742 | 742 | 741 | 741 | 741 | 740 | 740 | 740 | 739 | 739 | 738 | 738 | - | - | - | - | - | - | - | - |
Shareholder's Equity | 12.1% | 2,061 | 1,838 | 1,634 | 1,464 | 1,314 | 1,243 | 1,117 | 1,038 | 960 | 911 | 853 | 872 | 815 | 792 | 753 | 743 | 717 | 728 | - | - |
Retained Earnings | 2.3% | -1,112 | -1,139 | -1,147 | -1,148 | -1,100 | -1,045 | -996 | -964 | -922 | -872 | -815 | -730 | -711 | -686 | -656 | -637 | -609 | -573 | -521 | -519 |
Additional Paid-In Capital | 5.7% | 3,147 | 2,976 | 2,753 | 2,613 | 2,424 | 2,277 | 2,103 | 1,992 | 1,870 | 1,775 | 1,662 | 1,598 | 1,524 | 1,476 | 1,410 | 1,378 | 1,326 | 1,302 | 37.00 | 31.00 |
Shares Outstanding | -100.0% | - | 238 | 236 | 233 | 234 | 232 | 231 | 227 | 228 | 226 | 224 | 218 | 219 | 217 | 213 | 148 | 128 | 89.00 | 47.00 | 45.00 |
Minority Interest | 0.0% | 32.00 | 32.00 | 29.00 | 24.00 | 23.00 | 18.00 | 14.00 | 12.00 | 11.00 | 7.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | - | - | - | - |
Cashflow (Quarterly) | (In Thousands) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | 11.7% | 273,518 | 244,781 | 300,892 | 273,293 | 242,851 | 209,906 | 214,957 | 159,718 | 159,058 | 108,475 | 147,533 | 114,463 | 88,501 | 55,025 | 98,577 | 66,107 | 38,635 | -6,214 | 1,415 | 15,808 | -3,639 |
Share Based Compensation | -3.1% | 159,614 | 164,777 | 130,856 | 152,347 | 140,113 | 131,550 | 102,494 | 92,637 | 86,666 | 76,287 | 54,362 | 47,714 | 40,610 | 37,713 | 23,638 | 24,363 | 21,966 | 29,859 | 3,752 | 3,102 | 13,460 |
Cashflow From Investing | -1222.7% | -468,836 | 41,760 | 66,031 | -319,140 | -97,419 | -79,149 | -60,950 | -93,660 | -44,735 | -41,175 | -384,946 | -17,301 | -98,375 | -23,608 | 634,711 | -572,115 | -27,262 | -34,392 | 4,138 | -10,671 | -36,486 |
Cashflow From Financing | -95.9% | 2,053 | 49,737 | 7,908 | 29,134 | 4,976 | 38,759 | 4,568 | 26,178 | 7,554 | 36,190 | 2,609 | 760,529 | 5,171 | 27,542 | 6,893 | 27,310 | -968 | 680,684 | -882 | -325 | 8,094 |
Buy Backs | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Condensed Consolidated Statements of Operations - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 9 Months Ended | ||
---|---|---|---|---|
Oct. 31, 2023 | Oct. 31, 2022 | Oct. 31, 2023 | Oct. 31, 2022 | |
Revenue | ||||
Total revenue | $ 786,014 | $ 580,882 | $ 2,210,220 | $ 1,603,869 |
Cost of revenue | ||||
Total cost of revenue | 195,004 | 158,228 | 547,151 | 425,627 |
Gross profit | 591,010 | 422,654 | 1,663,069 | 1,178,242 |
Operating expenses | ||||
Sales and marketing | 286,186 | 239,672 | 850,209 | 657,970 |
Research and development | 196,072 | 155,256 | 554,499 | 416,519 |
General and administrative | 105,589 | 84,148 | 290,027 | 232,365 |
Total operating expenses | 587,847 | 479,076 | 1,694,735 | 1,306,854 |
Income (loss) from operations | 3,163 | (56,422) | (31,666) | (128,612) |
Interest expense | (6,503) | (6,334) | (19,334) | (18,967) |
Interest income | 40,086 | 16,245 | 107,245 | 25,479 |
Other income (expense) | (474) | 750 | (1,978) | 5,835 |
Income (loss) before provision for income taxes | 36,272 | (45,761) | 54,267 | (116,265) |
Provision for income taxes | 9,603 | 8,870 | 18,623 | 17,088 |
Net income (loss) | 26,669 | (54,631) | 35,644 | (133,353) |
Net income attributable to non-controlling interest | 4 | 325 | 16 | 2,411 |
Net income (loss) attributable to CrowdStrike | $ 26,665 | $ (54,956) | $ 35,628 | $ (135,764) |
Net income (loss) per share attributable to CrowdStrike common stockholders, basic (in usd per share) | $ 0.11 | $ (0.24) | $ 0.15 | $ (0.58) |
Net income (loss) per share attributable to CrowdStrike common stockholders, diluted (in usd per share) | $ 0.11 | $ (0.24) | $ 0.15 | $ (0.58) |
Weighted-average shares used in computing net income (loss) per share attributable to CrowdStrike common stockholders, basic (in shares) | 239,297 | 233,785 | 237,890 | 232,502 |
Weighted-average shares used in computing net income (loss) per share attributable to CrowdStrike common stockholders, diluted (in shares) | 243,799 | 233,785 | 242,196 | 232,502 |
Subscription | ||||
Revenue | ||||
Total revenue | $ 733,463 | $ 547,376 | $ 2,074,610 | $ 1,513,397 |
Cost of revenue | ||||
Total cost of revenue | 159,830 | 134,229 | 455,236 | 362,258 |
Professional services | ||||
Revenue | ||||
Total revenue | 52,551 | 33,506 | 135,610 | 90,472 |
Cost of revenue | ||||
Total cost of revenue | $ 35,174 | $ 23,999 | $ 91,915 | $ 63,369 |
Condensed Consolidated Balance Sheets - USD ($) $ in Thousands | Oct. 31, 2023 | Jan. 31, 2023 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 2,968,872 | $ 2,455,369 |
Short-term investments | 197,522 | 250,000 |
Accounts receivable, net of allowance for credit losses of $1.3 million and $2.6 million as of October 31, 2023 and January 31, 2023, respectively | 561,872 | 626,181 |
Deferred contract acquisition costs, current | 209,216 | 186,855 |
Prepaid expenses and other current assets | 141,651 | 121,862 |
Total current assets | 4,079,133 | 3,640,267 |
Strategic investments | 59,541 | 47,270 |
Property and equipment, net | 581,037 | 492,335 |
Operating lease right-of-use assets | 50,941 | 39,936 |
Deferred contract acquisition costs, noncurrent | 273,859 | 260,233 |
Goodwill | 637,678 | 430,645 |
Intangible assets, net | 109,423 | 86,889 |
Other long-term assets | 39,444 | 28,965 |
Total assets | 5,831,056 | 5,026,540 |
Current liabilities: | ||
Accounts payable | 56,968 | 45,372 |
Accrued expenses | 146,050 | 137,884 |
Accrued payroll and benefits | 169,768 | 168,767 |
Operating lease liabilities, current | 14,430 | 13,046 |
Deferred revenue | 1,942,750 | 1,727,484 |
Other current liabilities | 20,451 | 16,519 |
Total current liabilities | 2,350,417 | 2,109,072 |
Long-term debt | 742,122 | 741,005 |
Deferred revenue, noncurrent | 600,366 | 627,629 |
Operating lease liabilities, noncurrent | 38,371 | 29,567 |
Other liabilities, noncurrent | 38,933 | 31,833 |
Total liabilities | 3,770,209 | 3,539,106 |
Commitments and contingencies (Note 8) | ||
Stockholders’ Equity | ||
Preferred stock, $0.0005 par value; 100,000 shares authorized as of October 31, 2023 and January 31, 2023; no shares issued and outstanding as of October 31, 2023 and January 31, 2023. | 0 | 0 |
Class A common stock, $0.0005 par value; 2,000,000 shares authorized as of October 31, 2023 and January 31, 2023; 227,593 shares and 222,759 shares issued and outstanding as of October 31, 2023 and January 31, 2023, respectively; Class B common stock, $0.0005 par value; 300,000 shares authorized as of October 31, 2023 and January 31, 2023; 12,529 shares and 13,018 shares issued and outstanding as of October 31, 2023 and January 31, 2023, respectively. | 120 | 118 |
Additional paid-in capital | 3,146,645 | 2,612,705 |
Accumulated deficit | (1,112,535) | (1,148,163) |
Accumulated other comprehensive loss | (5,280) | (1,019) |
Total CrowdStrike Holdings, Inc. stockholders’ equity | 2,028,950 | 1,463,641 |
Non-controlling interest | 31,897 | 23,793 |
Total stockholders’ equity | 2,060,847 | 1,487,434 |
Total liabilities and stockholders’ equity | $ 5,831,056 | $ 5,026,540 |
 CEO | Mr. George R. Kurtz |
---|---|
 WEBSITE | www.crowdstrike.com |
 EMPLOYEES | 7586 |