GoKawiilGeorge Kurtz, CEO and founder of CrowdStrike, speaks to the Economic Club of New York in New York City, U.S., Oct. 23, 2025.
CrowdStrike popped more than 11% in extended trading after the cybersecurity company topped Wall Street's fiscal second-quarter estimates and boosted guidance as artificial intelligence threats mount.
Earnings per share : 31 cents adjusted vs. 29 cents expected
: 31 cents adjusted vs. 29 cents expected Revenue: $1.47 billion vs. $1.44 billion expected
Revenue jumped 26% in Q2 from $1.17 billion a year ago, with CEO George Kurtz calling it "the best quarter in CrowdStrike's history" in the earnings release.
"The Mythos moment translated into mass-market acceptance that AI adoption needs security, and that's CrowdStrike," he said. "Every enterprise will run on AI, and securing it is the largest market opportunity in our history."
Anthropic's release of its advanced Mythos model, capable of exploiting previously unknown software vulnerabilities, has upended the cyber industry in recent months and sparked demand for new security tools.
CrowdStrike's annual recurring revenue rose 25% year over year to $5.84 billion, which included record net new annual recurring revenue of $333 million, the company said. Net income totaled $5.3 million, or 1 cent per share, compared to a net loss of $70.2 million, a loss of 7 cents per share, a year ago.