CrowdStrike Holdings (CRWD) Q4 2025 10-Q Quarterly Report
Filed: Dec 18, 2025Period ending Nov 30, 2025
Information Technology
Services-Business Services, NECSEC EDGAR CrowdStrike Holdings (CRWD) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Dec 18, 2025 for the fiscal period ending Nov 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
CrowdStrike Holdings Q4 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $18.7B, up 6% YoY ($17.7B prior year Q1), 5% growth in local currency
- • Operating margin 15.3% vs 16.7% YoY; adjusted margin 17.0% excluding $308M business optimization costs
- • Best-performing segment: Financial Services, strong local currency growth; worst: Health & Public Service, slight 1% local currency decline
- • Cash & cash equivalents decreased to $9.6B from $11.5B; operating cash flow increased $642M to $1.664B; $3.3B returned to shareholders including $2.3B share repurchases
- • Management highlights ongoing macroeconomic uncertainty, focus on AI readiness, expects slightly favorable FX impact on full-year revenue growth, plans continued share repurchases
Risk Factors
- • No material changes to risk factors since Annual Report on Form 10-K for year ended August 31, 2025
- • Continued reliance on cloud-delivered cybersecurity solutions exposes risk to service interruptions and performance issues
- • Ongoing legal and regulatory risks from data privacy laws including GDPR and CCPA impacting global operations
- • Competitive cybersecurity market with rapid innovation pressure affecting near-term growth and customer retention
- • Significant investment in R&D and sales impacting liquidity, with focus on managing operating expenses and cash flow
CrowdStrike Holdings Q4 2025 Quarterly FinancialsXBRL
Revenue
$18.7B
▲ +6.0% YoY
Net Income
$2.2B
▼ -3.0% YoY
Operating Margin
15.3%
▼ -134bp YoY
Net Margin
11.8%
▼ -108bp YoY
ROE
7.2%
▼ -64bp YoY
Total Assets
$64.7B
▲ +8.1% YoY
EPS (Diluted)
$3.54
▼ -1.4% YoY
Operating Cash Flow
$1.7B
▲ +62.8% YoY
Source: XBRL data from CrowdStrike Holdings Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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