CrowdStrike Holdings Inc (MEX:CRWD)
MXN 6662.94 68.32 (1.04%) Market Cap: 1.60 Tn Enterprise Value: 1.54 Tn PE Ratio: 478.30 PB Ratio: 28.36 GF Score: 77/100

CrowdStrike Holdings Inc at Robert W Baird Global Consumer, Technology & Services Conference Transcript

Jun 07, 2022 / 07:10PM GMT
Release Date Price: MXN3485 (+9.93%)
Jonathan Blake Ruykhaver
Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

Good afternoon. I'm Jonathan Ruykhaver. I cover security and infrastructure software at Baird. I'm very pleased to have CrowdStrike, the CFO, Burt Podbere. This is a fireside chat, and I think there are instructions if you have a question.

So to get started, 61% ARR growth, expanding free cash flow margins. I think a 32% free cash flow margin reported last week, your first quarter fiscal '23 print. Maybe just walk through the high points, the low points from last quarter's results.

Questions & Answers

Burt W. Podbere
CrowdStrike Holdings, Inc. - CFO

Well, I think those results really speak for themselves. We were really proud of the performance that we were able to put up for Q1. It's very rare these days where you get a company that can continue to come out and show 61% growth on ARR on a $1.2 billion base number and then throw in free cash flow margins at 30%. And so we're super proud of that, right? And it doesn't just happen.

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