Q: What is CrowdStrike Holdings, Inc.(CRWD) 2026Q3 Earnings Summary?
**Bullish Points:**
1. Total revenue for the three months ended October 31, 2025, was $1.23 billion, an increase of 22% from $1.01 billion in the same period in 2024.
2. Subscription revenue for the three months ended October 31, 2025, was $1.17 billion, an increase of 21% from $962.7 million in the same period in 2024.
3. Professional services revenue for the three months ended October 31, 2025, was $65.5 million, an increase of 38% from $47.4 million in the same period in 2024.
4. Gross profit for the three months ended October 31, 2025, was $926.4 million, an increase of 23% from $755.1 million in the same period in 2024.
5. Total revenue for the nine months ended October 31, 2025, was $3.51 billion, an increase of 21% from $2.90 billion in the same period in 2024.
6. Subscription revenue for the nine months ended October 31, 2025, was $3.32 billion, an increase of 21% from $2.75 billion in the same period in 2024.
7. Professional services revenue for the nine months ended October 31, 2025, was $184.2 million, an increase of 30% from $141.9 million in the same period in 2024.
8. Gross profit for the nine months ended October 31, 2025, was $2.60 billion, an increase of 19% from $2.18 billion in the same period in 2024.
**Bearish Points:**
1. Net loss for the three months ended October 31, 2025, was $34.0 million, compared to a net loss of $16.8 million for the same period in 2024.
2. Operating expenses for the three months ended October 31, 2025, were $995.9 million, an increase of 23% from $810.8 million in the same period in 2024.
3. Sales and marketing expenses for the three months ended October 31, 2025, were $481.0 million, an increase of 18% from $408.3 million in the same period in 2024.
4. Research and development expenses for the three months ended October 31, 2025, were $347.6 million, an increase of 26% from $275.6 million in the same period in 2024.
5. General and administrative expenses for the three months ended October 31, 2025, were $167.3 million, an increase of 32% from $126.9 million in the same period in 2024.
6. Net loss for the nine months ended October 31, 2025, was $222.6 million, compared to net income of $76.1 million for the same period in 2024.
7. Operating expenses for the nine months ended October 31, 2025, were $2.91 billion, an increase of 31% from $2.21 billion in the same period in 2024.
8. Sales and marketing expenses for the nine months ended October 31, 2025, were $1.37 billion, an increase of 23% from $1.11 billion in the same period in 2024.
9. Research and development expenses for the nine months ended October 31, 2025, were $1.03 billion, an increase of 35% from $761.8 million in the same period in 2024.
10. General and administrative expenses for the nine months ended October 31, 2025, were $510.4 million, an increase of 51% from $337.1 million in the same period in 2024.
11. Provision for income taxes for the three months ended October 31, 2025, was $10.7 million, an increase of 71% from $6.3 million in the same period in 2024.
12. Provision for income taxes for the nine months ended October 31, 2025, was $37.8 million, an increase of 52% from $24.9 million in the same period in 2024.
**Summary:**
CrowdStrike Holdings, Inc. (CRWD) has shown significant revenue growth both in the three-month and nine-month periods ending October 31, 2025, with substantial increases in subscription and professional services revenue. Gross profit has also increased, indicating strong operational performance. However, the company has reported higher net losses for both periods compared to the previous year, driven by increased operating expenses, including sales and marketing, research and development, and general and administrative costs. The provision for income taxes has also risen significantly. While the revenue growth is promising, the rising expenses and net losses are areas of concern that need to be addressed for sustainable profitability.
For more information, you can read the original text of CrowdStrike Holdings, Inc.'s financial report.
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