CRWD看涨逻辑得到显著ARR超预期（16.4%）及FY27 ARR增长展望上调至34%的支持，推动股价强劲表现。
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Crowd Strike 今日将发布财报。Crowd Strike 的网络安全业务至关重要，尤其是在更多公司将人工智能引入内部的情况下，其端点管理显得尤为关键。
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.
接下来轮到 Crowd Strike。我们将获取 Crowd Strike 的数据。
We've got Crowd Strike is on deck next. So, we're going to get those Crowd Strike numbers uh in
Crowd Strike 营收方面，第三季度营收预测小幅超预期，大约超出 500 万美元。这是一个非常、非常低的超预期幅度。
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.
第二季度净新增年度经常性收入大幅超预期。这是巨大的超预期表现。具体数据为 3.32 亿对比 2.85 亿，超出预期 16.4%。天哪，第二季度净新增年度经常性收入的表现令人震惊。
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.
第二季度营收为 1470 亿美元，而预期为 1440 亿美元。全财年营收指引上调。新指引为 60 亿美元，此前约为 59.35 亿美元。因此，60 亿对比 59.35 亿，约有 1.1% 左右的超预期幅度。
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.
记下来：Crowd Strike 的全财年营收预测目前预期为 60 亿美元，约有 1.1% 的超预期幅度。这相当不错。
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.
第三季度预测基本符合预期。老实说，这才是重头戏。没错，这是关键所在。好的，我们把它标在这里。重点就在这里。关于 CrowdStrike 的一切核心都在于年度经常性收入（ARR）。这就是资金所在之处。
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.
Crowd Strike 的表现真的很好。这也是我们持有敞口和仓位的一只股票。我对此感到非常高兴。我喜欢 ARR，我非常看重 ARR。
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.
那么，为什么 ARR 如此受人喜爱？以 Crowd Strike 为例，让我们聚焦于它。等等，这是什么？哇。Crowd Strike 刚刚发布了消息，将 2027 财年的净新增 ARR 增长展望上调至 34%。
这实际上是他们刚刚实现的增速的两倍，是第二季度公布的超预期幅度的两倍。也就是说，第二季度他们实际超出预期 16.4%，但他们表示那仅仅是个开始。这太疯狂了。他们宣布那只是起步阶段。
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.
与 Crowd Strike 相比，这只是名义上的超预期，但仍然非常好。
Nominal beats compared to, uh, Crowd Strike, but still really good.
我对 Crowd Strike 的数据感到非常兴奋。他们的表现极其出色。我是年度经常性收入的忠实拥趸。
The Crowd Strike numbers I'm really really excited about. I mean they they did fantastic. Such a fan of the annual recurring revenue.
好吧，那 Crowd Strike 怎么样？哇。Crowd Strike 上涨 10%。我的天，正好触及我的目标位。太令人印象深刻了。
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.
盘后表现如何？看这里，CrowdStrike 上涨了整整 10%。干得漂亮。沿着趋势线运行。
How are we doing here in the afters? So, I've got CrowdStrike, dude. 10 freaking percent. Let's go. Right. Riding the line.
坦白说，我个人确实持有 CrowdStrike 和 Salesforce 的仓位。Salesforce 上涨 14%，Crowd Strike 上涨 11%。我已经发送了买入提醒。
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.
我有点恼火，因为我刚在 Me Kevin 会员群中发送了更多股票的买入提醒，你们可以加入，周五前使用优惠券，那是 J-Hole 优惠券到期的时间。我们一直在买入，但我希望仓位更重一些。
但情况总是这样，对吧？你买了 Crowd Strike 和 Salesforce，我们持有的这两只股票在财报后分别上涨了 11% 和 13%，然后你就会想“该死，我真希望买得更多”，但这都是旧闻了。
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.
对吧？就像你知道的，你买入 CrowdStrike 和 Salesforce（我们持有这两只股票），然后它们在财报后分别上涨 11% 和 13%，接着你就会想“该死，我真希望当时买得更多”，这真是旧闻了。
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.
接下来，我们可能会快速分析一下 CrowdStrike。CrowdStrike 投资者关系页面。我会调出这个资料，然后也许明天或稍后再分析 Salesforce。好的。演示文稿。
虽然他们的财报电话会议马上就要开始了。我可能会等他们的财报电话会议。是的，我们就这么做。我们会等他们的财报电话会议结束后再深入讨论。
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.
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