英文【Bernstein】CrowdStrike（CRWD）2026财年第一季度：宏观经济放缓……下半年复苏？

报告摘要

peter.weed@bernsteinsg.com U.S. SMID-Cap Software Crowdstrike Holdings Inc

核心要点

4 June 2025
371.00 USD (347.00 OLD)
3 Jun 2025
488.76
371.00
491.20/200.81
42.8
10.9

报告信息

文件全名: 《英文【Bernstein】CrowdStrike（CRWD）2026财年第一季度：宏观经济放缓……下半年复苏？-14页.pdf》
适合读者: 投资人行业研究员
核心数据: raise the stock took a negative 6%+ dive in the aftermarket. On the main earnings call and
normal demand in the 2nd half of this FY it would naturally set up for a strong YoY growth reacceleration. On top of this we anticipate gross-$ retention reaches 98% again.
was particularly driven by the success of Flex, which grew 124% YoY (Q1 adding $774MM in
deals size $1MM+ and $10MM+ deals growing 113% YoY.
restructuring, where they reduced headcount by ~5%. This will add ~100 bps to their
核心议题: 宏观经济

常见问题

《英文【Bernstein】CrowdStrike（CRWD）2026财年第一季度：宏观经济放缓……下半年复苏？》主要包含哪些内容?

peter.weed@bernsteinsg.com U.S. SMID-Cap Software Crowdstrike Holdings Inc核心数据:raise the stock took a negative 6%+ dive in the aftermarket. On the main earnings call and;normal demand in the 2nd half of this FY it would naturally set up for a strong YoY growth reacceleration. On top of this we anticipate gross-$ retention reaches 98% again.;was particularly driven by the success of Flex, which grew 124% YoY (Q1 adding $774MM in。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 14。

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适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了宏观经济等议题。