Cybersecurity platform provider CrowdStrike (NASDAQ: CRWD) will be reporting earnings this Wednesday after market hours. Here’s what you need to know.
CrowdStrike met analysts’ revenue expectations last quarter, reporting revenues of $1.10 billion, up 19.8% year on year. It was a satisfactory quarter for the company, with a solid beat of analysts’ EBITDA estimates but revenue guidance for next quarter meeting analysts’ expectations.
Is CrowdStrike a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting CrowdStrike’s revenue to grow 19.3% year on year to $1.15 billion, slowing from the 31.7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.83 per share.
The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. CrowdStrike has missed Wall Street’s revenue estimates twice over the last two years.
Looking at CrowdStrike’s peers in the cybersecurity segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Varonis Systems delivered year-on-year revenue growth of 16.7%, beating analysts’ expectations by 2.8%, and Qualys reported revenues up 10.3%, topping estimates by 1.7%. Varonis Systems traded up 5.3% following the results while Qualys’s stock price was unchanged.
Read our full analysis of Varonis Systems’s results here and Qualys’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the cybersecurity stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.3% on average over the last month. CrowdStrike is down 11.2% during the same time and is heading into earnings with an average analyst price target of $482.38 (compared to the current share price of $419.50).
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