CrowdStrike (CRWD) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended July 2025, CrowdStrike Holdings (CRWD) reported revenue of $1.17 billion, up 21.3% over the same period last year. EPS came in at $0.93, compared to $1.04 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.15 billion, representing a surprise of +1.73%. The company delivered an EPS surprise of +12.05%, with the consensus EPS estimate being $0.83.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.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:Annual recurring revenue (ARR): $4,656,682.00 versus the eight-analyst average estimate of $4,640,750.00.Remaining Performance Obligations (RPO): $7.20 billion compared to the $6.43 billion average estimate based on two analysts.Revenue- Subscription: $1.1 billion compared to the $1.1 billion average estimate based on 12 analysts. The reported number represents a change of +20.1% year over year.Revenue- Professional services: $66.01 million compared to the $52.16 million average estimate based on 12 analysts. The reported number represents a change of +44.7% year over year.Non-GAAP subscription gross profit: $884.73 million compared to the $878.44 million average estimate based on nine analysts.Non-GAAP professional services gross profit: $22.68 million compared to the $18.24 million average estimate based on nine analysts.GAAP professional services gross profit: $9.36 million versus the five-analyst average estimate of $10.48 million.GAAP subscription gross profit: $849.31 million compared to the $853.61 million average estimate based on five analysts.View all Key Company Metrics for CrowdStrike here>>>Shares of CrowdStrike have returned -10.3% 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.Beyond Nvidia: AI's Second Wave Is HereThe AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.See "2nd Wave" AI stocks now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CrowdStrike (CRWD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks