George Kurtz, CEO and founder of CrowdStrike, speaks at the New York Economic Club in New York City, USA, on October 23, 2025.
Brendan McDiarmid | Reuters
cloud strike Shares rose more than 11% in after-hours trading after the cybersecurity company beat Wall Street’s second-quarter earnings estimates and raised guidance amid growing threats from artificial intelligence.
Earnings per share: 31 cents adjusted, 29 cents expected; Revenue: $1.47 billion, $1.44 billion expected.
Revenue for the second quarter was up 26% from $1.17 billion in the same period last year, and CEO George Kurtz called it “the best quarter in CrowdStrike’s history” on the earnings call.
“The mythic moment led to mass market acceptance that AI deployments require security, and that’s CrowdStrike,” he said. “Every company will run on AI, and securing AI is the biggest market opportunity in our history.”
Anthropic has released an advanced Mythos model that can exploit previously unknown software vulnerabilities, upending the cyber industry in recent months and sparking demand for new security tools.
CrowdStrike’s annual recurring revenue increased 25% year over year to $5.84 billion, including a record $333 million in net new annual recurring revenue, the company announced. Net income totaled $5.3 million, or 1 cent per share, compared with a net loss of $70.2 million, or 7 cents per share, a year ago.
Agentic AI is driving demand for security tools to protect businesses from the proliferation of threats. This has driven shares of CrowdStrike and its competitors to new highs, with shares up more than 61% this year.
CrowdStrike raised its full-year sales guidance to $5.99 billion to $6.01 billion and adjusted earnings per share to $1.26 from $1.25. This beat analysts’ revenue estimates of $5.93 billion and EPS estimates of $1.23.
For the third quarter, the company expected revenue of $1.52 billion to $1.53 billion and adjusted EPS of 31 cents per share, which were roughly in line with expectations.
crowdstrike stock price chart
