CrowdStrike Holdings Inc Q4 2022 Earnings Call Summary - Thomson StreetEvents

CrowdStrike Holdings Inc Q4 2022 Earnings Call Summary

CrowdStrike Holdings Inc Q4 2022 Earnings Call Summary - Thomson StreetEvents
CrowdStrike Holdings Inc Q4 2022 Earnings Call Summary
Published Mar 09, 2022
19 pages (10707 words) — Published Mar 09, 2022
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Brief of CRWD.OQ earnings conference call or presentation 9-Mar-22 10:00pm GMT

  
Brief Excerpt:

...A. Four Key Points: Exceptional 4Q that far exceeded Co.'s expectations. 1. Results are headlined by: a. i. An acceleration in net new ARR growth for the second consecutive qtr. to reach $217m. ii. Record 19% non-GAAP operating margin. iii. Record free cash flow of $127m or approx. $197m when excluding IP transfer tax payment related to Humio acquisition. 2. Success outside of traditional endpoint security is now punctuated by both scale and hyper growth as CRWD surpassed $150m ARR milestones while growing in excess of 100% YoverY for IT hygiene, vulnerability management, identity protection and log management modules collectively. 3. Exited the year with tremendous momentum for ARR derived from Falcon deployments in public cloud where ARR eclipsed $100m milestone and grew 20% QonQ as Co. leads the effort to transform security for public cloud. 4. As seen from outstanding results, Co.'s growth engine is executing on all cylinders which includes striving partner ecosystem. a. One partner...

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Crowdstrike Holdings Inc
Ticker
CRWD.OQ
Time
10:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Congrats. Lots of things to talk about here. I guess, Burt, for you, one of the things that really stood out to me was when we look at ending ARR per subscription customer that had declined sequentially for many quarters. In Q3, it was kind of flattish, maybe up a little bit. But Q4, according to my math, it was up about 3% sequentially, really, really strong. And I think, to me, that speaks to your cross-sell ability. I'm wondering, when you think about the guide for next year, what are some of the assumptions around ending ARR per subscription customer? Should that continue this kind of upward sequential trajectory at this point?

Table Of Contents

CrowdStrike Holdings Inc at Robert W Baird Global Consumer, Technology & Services Conference Transcript – 2022-06-07 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 7-Jun-22 7:10pm GMT

CrowdStrike Holdings Inc Q1 2023 Earnings Call Summary – 2022-06-02 – US$ 54.00 – Edited Brief of CRWD.OQ earnings conference call or presentation 2-Jun-22 9:00pm GMT

CrowdStrike Holdings Inc Q1 2023 Earnings Call Transcript – 2022-06-02 – US$ 54.00 – Edited Transcript of CRWD.OQ earnings conference call or presentation 2-Jun-22 9:00pm GMT

CrowdStrike Holdings Inc Investor Briefing Transcript – 2022-04-07 – US$ 54.00 – Edited Transcript of CRWD.OQ conference call or presentation 7-Apr-22 8:00pm GMT

CrowdStrike Holdings Inc Q4 2022 Earnings Call Transcript – 2022-03-09 – US$ 54.00 – Edited Transcript of CRWD.OQ earnings conference call or presentation 9-Mar-22 10:00pm GMT

CrowdStrike Holdings Inc at Needham Growth Conference (Virtual) Transcript – 2022-01-13 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 13-Jan-22 5:30pm GMT

CrowdStrike Holdings Inc at Jefferies Software Bus Tour (Virtual) Transcript – 2022-01-11 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 11-Jan-22 10:00pm GMT

CrowdStrike Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript – 2021-12-08 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 8-Dec-21 7:25pm GMT

CrowdStrike Holdings Inc at UBS Global TMT Conference (Virtual) Transcript – 2021-12-06 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 6-Dec-21 6:00pm GMT

CrowdStrike Holdings Inc at Wells Fargo TMT Summit (Virtual) Transcript – 2021-12-02 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 2-Dec-21 9:40pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "CrowdStrike Holdings Inc Q4 2022 Earnings Call Summary" Mar 09, 2022. Alacra Store. May 12, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2022-CrowdStrike-Holdings-Inc-Earnings-Call-B15107498>
  
APA:
Thomson StreetEvents. (2022). CrowdStrike Holdings Inc Q4 2022 Earnings Call Summary Mar 09, 2022. New York, NY: Alacra Store. Retrieved May 12, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2022-CrowdStrike-Holdings-Inc-Earnings-Call-B15107498>
  
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