Beaver Capital's avatar
$102.5m follower assets
Crowdstrike Q4 Earnings Snapshot
At first glance, looks very impressive (as per usual for $CRWD) with beats across the board.


Gives me comfort being a LT shareholder when execution is steady.

What are your thoughts on the ER?
Benjamin Tan's avatar
Sales execution in Q4 must have been really good to generate that sort of RPO growth (+49% or sequential add of $570mn - a record) and net new ARR of $222mn (also an all time record) in this tough selling environment. 30%+ revenue guide for FY 2023 is a standout among SaaS companies. Impressive and resilient $CRWD
Beaver Capital's avatar
@consumeowntech agreed! And the fact that $CRWD likes to sandbag guidance, one would have to assume they should be north of the 30% guide for 2023.
Joshua Simka's avatar
It was a great report! I was initially surprised not to see more of a bounce in $CRWD but I suppose the subdued reaction makes sense in light of stock's steady march higher so far this year.

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