03/08/2025, 09:54 AM UTC
不要急于购买CrowdStrike：业绩强劲但前景令人失望CrowdStrike: Don't Rush To Buy The Drop
1. CrowdStrike发布超出预期的第四季度业绩和收入，但因其2026财年的展望疲软，股价下跌；2. 尽管业绩强劲，但由于资本支出增加，公司的自由现金流比率下降；3. 该公司拥有稳健的订阅式商业模式，但面临净保留率和估值方面的挑战。1. CrowdStrike reported better-than-expected Q4 earnings and revenue, but saw a drop in shares due to weak FY 2026 guidance; 2. Despite strong financial performance, the company's free cash flow margin decreased due to higher CapEx; 3. The firm has a robust subscription-based business model but faces challenges with net retention rate and valuation.---
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