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Here's What Key Metrics Tell Us About CrowdStrike (CRWD) Q3 Earnings

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For the quarter ended October 2025, CrowdStrike Holdings (CRWD - Free Report) reported revenue of $1.23 billion, up 22.2% over the same period last year. EPS came in at $0.96, compared to $0.93 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.21 billion, representing a surprise of +1.61%. The company delivered an EPS surprise of +2.13%, with the consensus EPS estimate being $0.94.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how CrowdStrike performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Annual recurring revenue (ARR): $4,922,006.00 compared to the $4,899,152.00 average estimate based on nine analysts.
  • Remaining Performance Obligations (RPO): $7.90 billion versus the two-analyst average estimate of $7.38 billion.
  • Revenue- Subscription: $1.17 billion versus the 11-analyst average estimate of $1.16 billion. The reported number represents a year-over-year change of +21.4%.
  • Revenue- Professional services: $65.54 million versus $58.51 million estimated by 11 analysts on average. Compared to the year-ago quarter, this number represents a +38.1% change.
  • Non-GAAP subscription gross profit: $942.31 million versus $926.88 million estimated by eight analysts on average.
  • Non-GAAP professional services gross profit: $25.49 million versus $20.88 million estimated by eight analysts on average.
  • GAAP professional services gross profit: $15.65 million compared to the $13.02 million average estimate based on five analysts.
  • GAAP subscription gross profit: $910.79 million versus $900.62 million estimated by five analysts on average.

View all Key Company Metrics for CrowdStrike here>>>

Shares of CrowdStrike have returned -3.3% over the past month versus the Zacks S&P 500 composite's -0.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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