사이버 보안 기업 크라우드스크라이크(CRWD) 실적 발표 간단 요약:
- CrowdStrike Non-GAAP EPS of $0.31 beats by $0.11.
- Revenue of $431M beats by $18.62MRevenue of $431M (+62.7% Y/Y) beats by $18.62M.Achieves record net new ARR of $217 million with growth accelerating for the second consecutive quarter
Earnings Call 요약:
George Kurtz(CEO) said:
I will start today’s call by summarizing four key points.
First, CrowdStrike delivered an exceptional fourth quarter that far exceeded our expectations.
첫 째, 크라우드스트라이크는 기대를 훨씬 뛰어넘는 4분기 결과를 제공함.
Second, our success outside of traditional endpoint security is now punctuated by both scale and hyper growth as we surpassed the $150 million ARR milestone, while growing in excess of 100% year-over-year for our IT hygiene, vulnerability management, identity protection and log management modules collectively.
둘 째, 기존 엔드포인트 보안을 제외한 하고도 규모와 고속 성장 측면에서 놀라운 성과를 선보였다.
즉 IT 보안, 취약점 관리, ID 보호 및 로그 관리 모듈 전체에서 전년 대비 100% 이상 성장하면서 1억 5천만 달러의 ARR 마일스톤 목표를 달성함.
Third, we exited the year with tremendous momentum for ARR derived from Falcon deployments in the public cloud, where ARR eclipsed the $100 million milestone and grew 20% quarter-on-quarter as we lead the effort to transform security for the public cloud.
셋 째, 퍼블릭 클라우드 시장의 Falcon 제품 사용률 ARR에 대한 강력한 모멘템을 유지함.
ARR은 퍼블릭 클라우드의 보안 혁신의 리더로써 1억 달러의 마일스톤을 넘어 분기 대비 20% 성장함.
Fourth, as you can see from our outstanding results, our growth engine is executing on all cylinders, which includes our thriving partner ecosystem.
넷 째, 이와 같은 높은 성과에서 알 수 있듯이, 우리의 성장 엔진은 성장하는 파트너 생태계를 포함하여 모든 분야에서 좋은 성과를 내고 있음.
I will provide some final thoughts on the big picture of what we see unfolding. As I shared with you in my opening comments, in addition to our growing leadership in the EPP market, we now have multiple vectors driving our growth and scale that are outside what some might consider our core.
We have been very deliberate and purposeful in choosing to enter markets. Enterprise risk is coalescing around three critical areas: endpoints or workloads, identity and data, all three areas we have been investing, innovating and see as core to CrowdStrike’s mission.
These areas represent the biggest risk for organizations, and customers are increasingly looking to the Falcon platform to solve their most pressing security needs, as legacy products in these markets are brittle, complicated and struggle to deliver value to the customer.
My opinion:
- 크라우드스트라이크는 개인적으로 가장 선호하는 사이버보안 성장주임
- 이번에도 좋은 결과를 보여주었고 가이던스도 좋기 때문에 계속 보유할 예정
참고:
CrowdStrike Holdings, Inc. (CRWD) CEO George Kurtz on Q4 2022 Results – Earnings Call Transcript