For the quarter ended January 2026, CrowdStrike Holdings (CRWD) reported revenue of $1.31 billion, up 23.3% over the same period last year. EPS came in at $1.12, compared to $1.03 in the year-ago quarter.
The reported revenue represents a surprise of +0.68% over the Zacks Consensus Estimate of $1.3 billion. With the consensus EPS estimate being $1.10, the EPS surprise was +1.63%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how CrowdStrike performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Subscription: $1.24 billion compared to the $1.23 billion average estimate based on 12 analysts. The reported number represents a change of +23.2% year over year.
- Revenue- Professional services: $63.11 million versus the 12-analyst average estimate of $64.11 million. The reported number represents a year-over-year change of +25.7%.
- Non-GAAP subscription gross profit: $1.01 billion versus $992.01 million estimated by eight analysts on average.
- Non-GAAP professional services gross profit: $21.98 million compared to the $23.23 million average estimate based on eight analysts.
- GAAP professional services gross profit: $12.31 million versus the five-analyst average estimate of $17.52 million.
- GAAP subscription gross profit: $977.16 million versus $965.75 million estimated by five analysts on average.
View all Key Company Metrics for CrowdStrike here>>>
Shares of CrowdStrike have returned -12.3% over the past month versus the Zacks S&P 500 composite's -1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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CrowdStrike (CRWD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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