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With me on the call are George R. Kurtz, chief executive officer and founder of CrowdStrike, and Burt W. Podbere, chief financial officer. For us, AI adoption is not a nice to have it is an existential imperative across every geography, and vertical.
CrowdStrike delivers a strong Q1 beat on earnings and revenue, announces a 4-for-1 stock split.
CrowdStrike (CRWD): Shares were down around 10% in recent aftermarket trading although the cybersecurity company raised its revenue guidance for the year after swinging to a profit in the first quarter. Broadcom (AVGO): Shares of the semiconductor and software maker fell more than 13% after hours despite the company reporting a 48% in revenue and beating analysts’ estimates.
While the top- and bottom-line numbers for CrowdStrike (CRWD) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
CrowdStrike (CRWD) delivered earnings and revenue surprises of +2.94% and +1.70%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
CrowdStrike stock fell amid Q1 earnings and revenue that edged by consensus estimates. The company announced a four-for-one stock split.
The cybersecurity company said it now expects annual recurring revenue of $6.53 billion to $6.56 billion for all of fiscal 2027, up from its previous target of $6.47 billion to $6.52 billion.
Investing.com -- CrowdStrike reported stronger-than-expected first-quarter fiscal 2027 results on Wednesday, posting record annual recurring revenue (ARR) growth and cash generation as demand for AI-driven cybersecurity services accelerated, prompting the company to raise its full-year outlook and announce a four-for-one stock split.
CrowdStrike Holdings stock was falling late Wednesday despite better-than-expected first-quarter results from the cybersecurity company. CrowdStrike reported adjusted earnings of $1.10 a share on revenue of $1.39 billion. “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment,” CEO George Kurtz said in the earnings release.
CrowdStrike reported a 15% jump in its first-quarter operating expenses on Wednesday, as the cybersecurity company ramps up investments in AI and product development. Shares of the company fell 8% in extended trading. Here are some details: • CrowdStrike expects 2027 revenue to be between $5.91 billion and $5.96 billion, compared with its prior expectations of $5.87 billion to $5.93 billion.
CrowdStrike Holdings Inc (NASDAQ:CRWD) reported first quarter results after the market close on Wednesday, topping Wall Street expectations for both revenue and earnings while announcing a four-for-one stock split. The cybersecurity company posted revenue of $1.39 billion, up 26% from...
Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 25.6% year on year to $1.39 billion. The company expects next quarter’s revenue to be around $1.44 billion, close to analysts’ estimates. Its non-GAAP profit of $1.10 per share was 3% above analysts’ consensus estimates.
Shai Ballew breaks down market volatility amidst geopolitical tensions, emphasizing that while there's a risk adjustment, the bull market's fundamentals, especially in AI, remain strong. He discusses how companies like Palantir, Axon, Crowdstrike, and Cloudflare are becoming essential in the new age defense and cybersecurity landscape, with their services proving indispensable for government and public safety operations.
The cybersecurity giant is riding the AI wave for all its worth, but the real question is whether this is a new growth era or just a temporary hardware high.
June S&P 500 E-Mini futures (ESM26) are trending down -0.05% this morning as oil prices and bond yields climbed after the U.S. and Iran exchanged heavy fire in the Persian Gulf.
↗️ Marvell Technology (MRVL): The semiconductor firm's stock soared another 12% in premarket trading, a day after Nvidia CEO Jensen Huang said Marvell could be the next trillion-dollar chip stock. Marvell shares rose 32% yesterday.
Shy Balore explains the "Lifeboat Effect" in the software market, where investment is shifting from traditional SaaS companies to the agentic AI stack. He details how AI agents are repricing legacy software and driving growth in orchestration, security, connectivity, and data layers. The discussion includes specific companies like Palantir, Salesforce, CrowdStrike, Zscaler, Cloudflare, Snowflake, and MongoDB.
Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.
Asking for a Trend Host Josh Lipton shares the top stories for Wednesday, June 3, including from Macy's (M), Five Below (FIVE), Petco (WOOF), and Broadcom (AVGO) CrowdStrike (CRWD), as well as ADP's May employment estimate.
Palo Alto (PANW) delivered earnings and revenue surprises of +5.29% and +2.00%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
Shares of Cisco Systems (NASDAQ:CSCO) are up 5% in midday trading on Tuesday, June 2, changing hands at $127 and change after a Monday close of $121.33. Cisco stock is printing fresh all-time highs as the company unveiled a sweeping AI cybersecurity and unified management push at its annual Cisco Live U.S. conference. The networking ... Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends
Just two months ago, software stocks were one of the market’s biggest disappointments. Today, they are among its strongest performers. Speaking on CNBC’s Options Action, options reporter Oliver Renick highlighted the dramatic reversal underway across the software sector, noting that the group has gone from a steep early-year selloff to positive returns for 2026. “Software is officially ... Software Rallies 40% From April Lows as CrowdStrike Earnings Loom
President Trump had delayed the release of the order two weeks ago amid concerns that it was too stringent.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.29%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...
Two of the world's largest cybersecurity companies report earnings this week, and Wedbush Securities argues the structural backdrop has rarely been more compelling for the sector's dominant platform players. The core argument is counterintuitive but increasingly accepted among security...
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