週二收盤後，CrowdStrike Holdings Inc（NASDAQ:CRWD）公佈了第四季度的財務業績。讓我們來看看報告中的關鍵指標。 第四季度業績：CrowdStrike 報告的第四季度營收爲 10.58 億美元，超過了市場共識預期的 10.32 億美元。這家網絡安全公司報告的調整後每股收益爲 1.03 美元，超過分析師預期的每股 0.85 美元。 根據 Benzinga Pro 的數據，自 2019 年上市以來，CrowdStrike 每個季度的營收與盈利均超過分析師估計。 總收入同比增長 25%。年度經常性收入（ARR）同比增長 23% 達到 42.4 億美元，公司在本季度新增 2.243 億美元淨新 ARR。 運營活動產生的淨現金爲 3.457 億美元，自由現金流達到 2.398 億美元。公司本季度結束時現金、等價物及短期投資總額達到 43.2 億美元。 “隨着各類企業快速採用 AI，阻止數據泄露需要網絡安全的 AI 原生平臺。我們在下一代 SIEM、雲安全和身份保護業務中看到強勁的勢頭，合併終止 ARR 超過 13 億美元，”CrowdStrike 的聯合創始人、總裁兼 CEO George Kurtz 說道。 “憑藉 97% 的高留存率和採用 Falcon Flex 的賬戶增添超過 10 億美元的季度交易價值，客戶越來越多地將 Falcon 平臺作爲當今和未來的 AI 原生 SOC。” 指引：CrowdStrike 預計第一季度的營收將在 11 億至 11.06 億美元之間，估計爲 11.06 億美元。公司預計第一季度調整後的每股收益爲 0.64 至 0.66 美元，估計爲每股 0.95 美元。 CrowdStrike 還介紹了 2026 全年的指引。公司預計全年的營收將在 47.4 億至 48.1 億美元之間，估計爲 47.7 億美元。公司預計全年調整後每股收益在 3.33 至 3.45 美元之間，估計爲每股 4.42 美元。 疲軟的盈利指引似乎對股價產生了影響。CrowdStrike 的高管將在美國東部時間下午 5 點與投資者和分析師通話，進一步討論本季度的情況。 CRWD 股價動向：根據 Benzinga Pro 數據，截至週二發佈該消息時，CrowdStrike 的股價在盤後交易中下跌 5.9%，交易價格爲 366.95 美元。

以上內容來自Benzinga Earnings專欄，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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