CrowdStrike Earnings: Not That Bad, And Yet It's Back To 2020

Nov. 29, 2022 7:32 PM ETCrowdStrike Holdings, Inc. (CRWD)51 Comments

Summary

  • CrowdStrike Holdings, Inc. reported Q3 2023 earnings results. And despite the guidance not being so bad, the share price is back to 2020 prices.
  • CrowdStrike's stock-based compensation continues to cause trouble.
  • Can CrowdStrike be on a path to GAAP earnings in 18 months? And if yes, wouldn't that dramatically change investors' perception?
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Investment Thesis

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a great quality company. And after its fiscal Q3 2023 results, most of the bullishness is now out of the stock.

The main thing that's plaguing CRWD stock

Author's work

Author's work

Chart
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CRWD presentation Q1 2023

CRWD presentation Q1 2023

CRWD presentation Q2 2023

CRWD presentation Q2 2023

CRWD Q3 2022

CRWD Q3 2022

CRWD revenue growth rates

CRWD revenue growth rates

CRWD analysts' revenue expectations

CRWD analysts' revenue expectations

CRWD Q3 2023

CRWD Q3 2023

CRWD presentation Q3 2023

CRWD presentation Q3 2023

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