CROWDSTRIKE:平台采购率提升 净新增ARR短期承压

中金公司
28 Nov 2024

CRWD 3QFY25 业绩高于我们及市场预期公司公布3QFY25 业绩:收入同比增长28.5%至10.1 亿美元,环比增长4.8%,其中订阅收入同比增长31.3%至9.6 亿美元;GAAP 端毛利率74.7%,同/环比基本持平,Non-GAAP 订阅服务毛利率为80%,保持稳定。Non-GAAP 归母净利润同比增长17.6%至2.3 亿美元,对应每股盈利0.93 美元,Non-GAAP 归母净...

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