Early Access

10-KPeriod: FY2023

CrowdStrike Holdings, Inc. Annual Report, Year Ended Jan 31, 2023

Filed March 9, 2023For Securities:CRWD

Summary

CrowdStrike Holdings, Inc. reported strong year-over-year revenue growth of 54% for the fiscal year ending January 31, 2023, reaching $2.24 billion. Subscription revenue remains the dominant contributor, growing 55% to $2.11 billion. The company continues to expand its customer base, with a 41% increase in subscription customers, reaching over 23,000. Annual Recurring Revenue (ARR) also saw robust growth, up 48% to $2.6 billion. Despite significant revenue growth, CrowdStrike reported a net loss of $183.2 million for the fiscal year, reflecting continued investment in sales and research and development to capitalize on the large market opportunity. The company maintains a strong liquidity position with $2.5 billion in cash and cash equivalents.

Financial Statements
Beta
Revenue$2.24B
Cost of Revenue$601.23M
Gross Profit$1.64B
R&D Expenses$608.36M
Operating Expenses$1.83B
Operating Income-$190.11M
Interest Expense$25.32M
Net Income-$183.25M
EPS (Basic)$-0.79
EPS (Diluted)$-0.79
Shares Outstanding (Basic)233.14M
Shares Outstanding (Diluted)233.14M

Key Highlights

  • 1Total revenue increased by 54% to $2.24 billion in FY23, driven by a 55% rise in subscription revenue to $2.11 billion.
  • 2Subscription customers grew by 41% year-over-year, reaching 23,019.
  • 3Annual Recurring Revenue (ARR) increased by 48% to $2.6 billion.
  • 4Dollar-based net retention rate remained strong, at 125.3% as of January 31, 2023.
  • 5The company reported a net loss of $183.2 million for FY23, continuing its investment-driven growth strategy.
  • 6Cash and cash equivalents stood at $2.5 billion as of January 31, 2023, indicating a strong liquidity position.
  • 7Cloud-native architecture and a single lightweight agent are highlighted as key competitive differentiators.

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