Equity Profile

CRWD

CrowdStrike Holdings, Inc.

Information TechnologySystems Software$169.6B

Jun3Wed

Pre-Earnings Brief

UpcomingQ1-2027After Close5:00 PM EDT

Company Snapshot

CrowdStrike Holdings, Inc. is a cybersecurity company that provides cloud-based endpoint protection and threat intelligence solutions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.07

Revenue

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

$1.4B

Wall Street expectations, options signals, track record, and call prep available with Pro.

CRWD Q1-2027 Earnings Preview

Context

Company Snapshot

CrowdStrike Holdings, Inc. is a cybersecurity company that provides cloud-based endpoint protection and threat intelligence solutions. As a leader in the information technology sector, it plays a crucial role in protecting organizations from cyber threats, which is increasingly important in today's digital landscape.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+2642.34%

Avg Stock Reaction

+0.80%

Last Quarter Recap

In the last quarter, CrowdStrike reported an impressive EPS of $1.12, significantly exceeding expectations. The stock reacted positively, gaining 1.70% the following day.

Management Promises & Guidance

Continued focus on expanding customer base and enhancing product offerings.
Commitment to maintaining high levels of customer satisfaction.
Plans to invest in new technologies to stay ahead of cyber threats.

Expectations

Wall Street Expectations

Analysts are generally optimistic about CrowdStrike's upcoming earnings, expecting continued strong performance based on historical trends.

Bull Case

If CrowdStrike beats EPS and revenue estimates, it could signal robust demand for its cybersecurity solutions, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about market competition and growth sustainability, leading to a negative reaction.

Key Metrics to Watch

EPS

$1.07

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.4B

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will CrowdStrike achieve an EPS of at least $1.07?

Meeting or exceeding this EPS target will be crucial for maintaining investor confidence and validating the company's growth strategy.

What specific revenue growth rates can we expect in key segments?

Understanding revenue growth in specific areas will provide insights into market demand and the effectiveness of CrowdStrike's sales strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate CrowdStrike's ability to leverage new cybersecurity threats into revenue growth, given its strong historical performance.

Supporting Evidence

CrowdStrike has consistently exceeded EPS expectations, suggesting a trend of strong operational performance.

The options market is pricing in a larger move than historical averages, indicating potential for a significant surprise.

Insider selling may reflect profit-taking rather than lack of confidence in future performance.

Key Risk

If the company reports higher-than-expected revenue growth, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will either reinforce the positive growth narrative or raise concerns about future profitability.

Bull Confirmed If

Achieving EPS of $1.07 or higher with strong revenue growth will confirm the bullish outlook.

Bear Confirmed If

Falling short of the $1.07 EPS target could indicate potential issues in customer retention or market competition.

Pre-Earnings Positioning

Options Market

Implied Move

±12.44%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating heightened uncertainty around the earnings report.

Options are pricing ±12.4% while CRWD has averaged ±1.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

45.8%

Calls (1.2M)P/C Ratio: 0.95Puts (893K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$5.8M

13,157 sh

2 insiders

Net

$5.8M

Net selling

Most Active Insiders· 55 open-market trades

PRESIDENT AND CEOKurtz George
$4.4M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CrowdStrike beats expectations, history suggests the stock could rise by around 0.80%, confirming strong demand for its services.

In-Line / Cautious

If results are in line but management expresses caution, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline, with history suggesting a potential drop of around 1.57% based on past performance.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer acquisition rates and retention metrics.
2Insights into new product developments and their expected impact on revenue.
3Any commentary on competitive pressures in the cybersecurity market.
4Management's outlook on future revenue growth and market conditions.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

CrowdStrike Holdings, Inc. is a cybersecurity company that provides cloud-based endpoint protection and threat intelligence solutions....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$1.07

Revenue

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

$1.4B

Wall Street expectations, options signals, track record, and call prep available with Pro.

CRWD Q1-2027 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+2642.34%

Avg Stock Reaction

+0.80%

Last Quarter Recap

In the last quarter, CrowdStrike reported an impressive EPS of $1.12, significantly exceeding expectations. The stock reacted positively, gaining 1.70% the following day.

Management Promises & Guidance

Continued focus on expanding customer base and enhancing product offerings.
Commitment to maintaining high levels of customer satisfaction.
Plans to invest in new technologies to stay ahead of cyber threats.

Expectations

Wall Street Expectations

Analysts are generally optimistic about CrowdStrike's upcoming earnings, expecting continued strong performance based on historical trends.

Bull Case

If CrowdStrike beats EPS and revenue estimates, it could signal robust demand for its cybersecurity solutions, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about market competition and growth sustainability, leading to a negative reaction.

Key Metrics to Watch

EPS

$1.07

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.4B

Revenue growth reflects the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will CrowdStrike achieve an EPS of at least $1.07?

Meeting or exceeding this EPS target will be crucial for maintaining investor confidence and validating the company's growth strategy.

What specific revenue growth rates can we expect in key segments?

Understanding revenue growth in specific areas will provide insights into market demand and the effectiveness of CrowdStrike's sales strategies.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate CrowdStrike's ability to leverage new cybersecurity threats into revenue growth, given its strong historical performance.

Supporting Evidence

CrowdStrike has consistently exceeded EPS expectations, suggesting a trend of strong operational performance.

The options market is pricing in a larger move than historical averages, indicating potential for a significant surprise.

Insider selling may reflect profit-taking rather than lack of confidence in future performance.

Key Risk

If the company reports higher-than-expected revenue growth, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will either reinforce the positive growth narrative or raise concerns about future profitability.

Bull Confirmed If

Achieving EPS of $1.07 or higher with strong revenue growth will confirm the bullish outlook.

Bear Confirmed If

Falling short of the $1.07 EPS target could indicate potential issues in customer retention or market competition.

Pre-Earnings Positioning

Options Market

Implied Move

±12.44%

Historical Avg

±1.6%

Pricing rich

The options market is pricing in a significant potential move in either direction, indicating heightened uncertainty around the earnings report.

Options are pricing ±12.4% while CRWD has averaged ±1.6% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

45.8%

Calls (1.2M)P/C Ratio: 0.95Puts (893K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$5.8M

13,157 sh

2 insiders

Net

$5.8M

Net selling

Most Active Insiders· 55 open-market trades

PRESIDENT AND CEOKurtz George
$4.4M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If CrowdStrike beats expectations, history suggests the stock could rise by around 0.80%, confirming strong demand for its services.

In-Line / Cautious

If results are in line but management expresses caution, the stock may experience muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline, with history suggesting a potential drop of around 1.57% based on past performance.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer acquisition rates and retention metrics.
2Insights into new product developments and their expected impact on revenue.
3Any commentary on competitive pressures in the cybersecurity market.
4Management's outlook on future revenue growth and market conditions.