{"id":382682,"date":"2026-06-04T00:02:27","date_gmt":"2026-06-03T22:02:27","guid":{"rendered":"https:\/\/prostartup.it\/crowdstrike-narrowly-beats-estimates-on-ai-tailwinds-but-stock-falls-10\/"},"modified":"2026-06-04T00:02:27","modified_gmt":"2026-06-03T22:02:27","slug":"crowdstrike-narrowly-beats-estimates-on-ai-tailwinds-but-stock-falls-10","status":"publish","type":"post","link":"https:\/\/prostartup.it\/ru\/crowdstrike-narrowly-beats-estimates-on-ai-tailwinds-but-stock-falls-10\/","title":{"rendered":"CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 10%"},"content":{"rendered":"<div><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div class=\"RelatedQuotes-relatedQuotes\" id=\"RegularArticle-RelatedQuotes\">\n<div class=\"RelatedQuotes-quotesContainer\">\n<div class=\"RelatedQuotes-titleAndTime undefined\">\n<p class=\"RelatedQuotes-text\">In this article<\/p>\n<\/div>\n<ul class=\"RelatedQuotes-list\">\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">CRWD<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"RegularArticle-WatchlistDropdown\" data-analytics-id=\"RegularArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<\/ul>\n<\/div>\n<div class=\"RelatedQuotes-cfaButtonContainer\"><button id=\"ArticlePageTickerCreateAccountButton\" class=\"CreateFreeAccountButton-buttonContainer\"><span class=\"CreateFreeAccountButton-buttonText\"><span>Follow your favorite stocks<\/span><span class=\"CreateFreeAccountButton-buttonTextBold\">CREATE FREE ACCOUNT<\/span><\/span><\/button><\/div>\n<\/div>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108316327\"><\/div>\n<div class=\"group\">\n<p><span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\">CrowdStrike<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> narrowly beat Wall Street&#8217;s fiscal first-quarter estimates after the bell on Wednesday, but shares slid 10% following the report.<\/p>\n<p>Here&#8217;s how the company did versus LSEG estimates:<\/p>\n<ul>\n<li><strong>Earnings per share<\/strong>: $1.10 adjusted vs. $1.07 expected<\/li>\n<li><strong>Revenue<\/strong>: $1.39 billion vs. $1.36 billion estimate<\/li>\n<\/ul>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>The cybersecurity company said revenue grew 26% from a year ago. Net income totaled about $27.8 million, or 11 cents per share. That&#8217;s up from a net loss of $104.3 million, a loss of 42 cents per share, last year. <\/p>\n<p>CrowdStrike also announced a four-for-one stock split effective in July. Shares closed at $747.61 on Wednesday.<\/p>\n<p>CEO George Kurtz said the company is benefiting from an &#8220;AI inflection point&#8221; fueled by rising customer platform adoption.<\/p>\n<p>&#8220;In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment,&#8221; he said in a press release. &#8220;CrowdStrike is AI security infrastructure, critical to successful AI adoption.&#8221;<\/p>\n<p>CrowdStrike is among a wave of cybersecurity companies profiting from skyrocketing demand for cyber tools as advanced models such as Anthropic&#8217;s Mythos threaten to accelerate the pace of cyberattacks. <\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>The sector has also managed to shake off recent AI disruption concerns that rattled software names earlier this year. CrowdStrike is up about 60% this year. <\/p>\n<\/div>\n<div class=\"group\">\n<div class=\"RelatedContent-relatedContent\" id=\"RegularArticle-RelatedContent-1\">\n<div class=\"RelatedContent-container\">\n<div class=\"RelatedContent-nonCollapsibleContent\">\n<h2 class=\"RelatedContent-header\">Read more CNBC tech news<\/h2>\n<div class=\"group\">\n<ul>\n<li>Meta is trying to sell AI agents to businesses in latest effort to diversify away from ads<\/li>\n<li>SpaceX targets fixed $135 IPO roadshow price at $1.75 trillion valuation, source says<\/li>\n<li>OpenAI CEO Sam Altman to meet with lawmakers, Trump officials in D.C.<\/li>\n<li>Tesla&#8217;s China-made EV sales jump nearly 40% in May as domestic market rebounds<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>Kurtz told analysts on a Wednesday earnings call that AI detection and response, or AIDR, is emerging as a new growth vector for CrowdStrike. He said its second-quarter pipeline had already exceeded $50 million.<\/p>\n<p>&#8220;Think of CrowdStrike as the picks and shovels of the world&#8217;s largest technology gold rush of all time,&#8221; he said.<\/p>\n<p>CrowdStrike is an early tester of Anthropic&#8217;s Mythos through Project Glasswing. The AI lab gave select companies early access to the model, amid fears that hackers could use it to devastating effect if released globally. <\/p>\n<p>To meet the rise of agentic AI, CrowdStrike and its competitors have also been on a massive acquisition spree, scaling AI capabilities as customers reconsider their cybersecurity strategies.  <\/p>\n<p>Its latest push included a $740 million deal for identity security startup SGNL and AI security startup Pangea.<\/p>\n<p>CrowdStrike expects revenue of about $1.44 billion in the current quarter, which was roughly in line with a $1.43 billion estimate from LSEG. The company also lifted its fiscal 2027 net new annual recurring revenue growth forecast to between $6.53 billion and $6.56 billion.<\/p>\n<\/div>\n<div>\n<div class=\"Collapsible-proliveCollapsableContainer\" role=\"button\">\n<div class=\"Collapsible-proLivePlayerCloseOrExpand\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=75&resize=75&ssl=1 75w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=100&resize=100&ssl=1 100w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=150&resize=150&ssl=1 150w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=240&resize=240&ssl=1 240w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=320&resize=320&ssl=1 320w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=500&resize=500&ssl=1 500w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=640&resize=640&ssl=1 640w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=800&resize=800&ssl=1 800w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=1024&resize=1024&ssl=1 1024w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=1280&resize=1280&ssl=1 1280w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=1600&resize=1600&ssl=1 1600w\" fifu-data-src=\"https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg\" class=\"Collapsible-dismissButton\" alt=\"hide content\"><\/div>\n<\/div>\n<div style=\"border:1px solid #d9d9d9;width:100%\" class=\"InteractiveChart-container\"><\/div>\n<div class=\"InteractiveChart-caption\">Crowdstrike year-to-date stock chart.<\/div>\n<\/div>\n<div id=\"ArticleBody-MobileAdhesion\" class=\"MobileAdhesion-container\" data-module=\"mps-slot\"><\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"RegularArticle-GooglePreferredSource-5\">\n<div class=\"ArticleBody-googlePreferredSourceBorder\"><\/div>\n<p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/p><\/div>\n<hr \/>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>In this article CRWD Follow your favorite stocksCREATE FREE ACCOUNT CrowdStrike narrowly beat Wall Street&#8217;s fiscal first-quarter estimates after the bell on Wednesday, but shares<\/p>","protected":false},"author":1,"featured_media":382683,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg","fifu_image_alt":"CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 10%","footnotes":""},"categories":[11],"tags":[18,2175,952],"class_list":["post-382682","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-inv-business","tag-ai","tag-beats","tag-stock"],"_links":{"self":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382682","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/comments?post=382682"}],"version-history":[{"count":0,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382682\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media\/382683"}],"wp:attachment":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media?parent=382682"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/categories?post=382682"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/tags?post=382682"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}