CRWD bull thesis supported by significant ARR beat (16.4%) and raised FY27 ARR growth outlook to 34%, leading to strong stock performance.

Crowd Strike will be reporting today. Crowd Strike cyber security is going to be critical endpoint management, especially as more companies are bringing artificial intelligence in-house.

We've got Crowd Strike is on deck next. So, we're going to get those Crowd Strike numbers uh in

Crowd Strike. Crowd Strike revenue. Uh, Q3 revenue forecast beats by a smidge, like half a like a $5 million beat there. Very, very low beat.

Q2 net revenue uh net new annual recurring revenue. Big beat. Big big beat. That is uh 332 divided by 285. 16.4% beat. Holy smokes. On Q2 net new annual recurring revenue.

Q2 revenue was 147 billion versus 144 billion expected. I've got fiscal year revenue that is a raise. That's six versus about 593 593.5 5.93. So 6 divided by 5.935 about a 1.1ish% beat there.

So uh let's write that down. Crowd Strike. I've got about a 1.1% beat on fiscal year revenue forecast now expected at uh $6 billion. That's pretty good.

Uh Q3 uh forecast basically in line. I would honestly say the big one. Uh, this is the big one. Big one. Okay. So, we'll put that one right there. Big one here. Okay. This is the big one.

So, everything about CrowdStrike is about annual recurring revenue, baby. A ARR. That's where the dollars are.

A ARR comes in at new ARR of 332.8 8 versus 285.9 million expected. So that means they are making on an annualized basis 16.4% more than expected on an annualized basis. Uh that's huge.

That's that's huge. That's what uh this business is all about. Annualized. Uh, okay. So, this is really good Crowd Strike. This is another one that we have exposure and ownership to.

So, uh, I'm really happy about this. I love ARR. Uh, I love me the ARR.

So, why does ARR why is ARR so freaking loved? Like Crowd Strike. Let's focus on Crowdstrike, right? Wait, what is this? Oh wow. Okay. Uh Crowd Strike net new ARR growth outlook for fiscal 27 2027 raised this just came through raised to 34%.

That is literally twice what they just got. That's twice the growth rate beat uh than was uh announced in Q2. Right. So for Q2, they actually beat expectations by 16.4%. They're actually saying that's just the start.

That's crazy. Uh they announced that's just the start. That's just the start.

Nominal beats compared to, uh, Crowd Strike, but still really good.

The Crowd Strike numbers I'm really really excited about. I mean they they did fantastic. Such a fan of the annual recurring revenue.

UM, OKAY. So then what about Crowd Strike? WOW. CROWD STRIKE UP 10%. Holy moly. Right to my line. Oh my lord. Okay, that is really impressive.

How are we doing here in the afters? So, I've got CrowdStrike, dude. 10 freaking percent. Let's go. Right. Riding the line.

Personally, in fairness, do have exposure to Crowdstrike. do have exposure to Salesforce. Salesforce is up 14%. Crowd Strike up 11%. Did send buy and sell alerts. Well, buy alerts on those.

I'm a little pissed because I just sent a buy alert for, you know, more stocks uh in the Me Kevin membership, which you know, you could join. Join the coupon before Friday. That's when the J-Hole coupon expires.

Uh uh but um you know, so we've been buying, but I wish I had more. But that's always how it is, right? like you know you buy Crowd Strike in Salesforce which we own and then it goes up 11% and 13% after earnings and then it's just like damn I wish I had more you know old news.

right? like you know you buy Crowd Strike in Salesforce which we own and then it goes up 11% and 13% after earnings and then it's just like damn I wish I had more you know old news.

So, uh, next up we will, uh, probably do a quick breakdown on Crowd Strike. Crowd strike investor relations. I'm going to pull this and then we'll do Salesforce maybe tomorrow or later.

Okay. H presentation. Uh although their earnings call is coming up shortly. I might wait for their earnings call. Yeah, that's what we'll do. We'll we'll wait for their earnings call to go through that.