web3: CrowdStrike quarter sets new high and raises full-year guidance
Coinpaper
08-27 06:35
Ai Focus
CrowdStrike Reached a new high in the second fiscal quarter, ARR, and raised its full-year performance forecast; AI The security business has become a key area of growth.
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CrowdStrike 公布第二财季业绩后,市场反应积极。公司当季新增年度经常性收入(ARR)达到 3.328 亿美元,创下历史最高单季水平,订阅收入和现金流也同步改善,推动股价走高。

Falcon Flex 带动扩张

本季增长的一大来源是 Falcon Flex。这是 CrowdStrike 推出的灵活授权模式,便于客户按需扩大产品使用范围。公司披露,采用 Falcon Flex 的客户期末 ARR 超过 22.9 亿美元,同比增长 101%。

平台渗透率也在继续提升。订阅客户中,已有 51% 使用六个或以上模块,显示客户采购正从单点安全产品扩展到更多场景。

AI 安全需求上升

公司把 AI 安全列为主要增长方向之一。CrowdStrike 近来持续扩展相关工具,覆盖 AI 代理、身份安全和云工作负载防护。首席执行官 George Kurtz 表示,企业级 AI 安全是公司看到的最大市场机会。

这一方向也帮助公司维持资本市场关注度。此前,市场曾对其估值水平有所顾虑,但 AI 相关安全需求仍在支撑投资者预期。

全年指引继续上调

CrowdStrike 现预计 2027 财年营收为 59.91 亿至 60.11 亿美元,高于此前给出的 59.1 亿至 59.6 亿美元区间。公司预计第三财季营收为 15.23 亿至 15.29 亿美元。

管理层还把全年新增 ARR 增长预期上调 630 个基点,目标为中值约 34%。第二财季经营现金流达到 5.3 亿美元,自由现金流升至 3.77 亿美元,营业亏损也较上年同期明显收窄。

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