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News
Wednesday, December 03, 2025
What’s happening: Shares of CrowdStrike Holdings fell in after-hours trading on Tuesday, following the release of the company’s third-quarter results.
What happened: The cybersecurity company reported strong recurring revenue momentum and better-than-expected earnings in the latest quarter.
CrowdStrike raised its full-year sales and earnings, highlighting durability of AI-driven demand.
How were the results: The Austin, Texas-based company reported double-digit sales growth for the latest quarter.
Why it matters: CrowdStrike has continued to benefit from strong demand due to persistent investments by companies in cybersecurity to protect their AI applications, services, and LLMs. The company recorded gains in endpoint security, cloud operations, and identity protection.
CrowdStrike also continued to announce AI-related features on its Falcon platform to attract more customers.
The company reported sharp gains in recurring revenue in the latest quarter. Its annual recurring revenues (ARR) jumped 23% year-over-year to $4.92 billion, after adding $265.3 million in net new ARR in the quarter.
“Q3 was one of our best quarters in company history,” CEO George Kurtz said.
For the fourth quarter, management guided to revenue of $1.29-$1.30 billion, the midpoint of which was higher than market estimates of $1.29 billion. The company projected adjusted earnings of $1.09-$1.11 per share, higher than consensus estimates of $1.08 per share.
CrowdStrike raised its full-year revenue guidance to $4.797-$4.807 billion, from its previous outlook of $4.749-$4.805 billion. The company also raised its outlook for adjusted earnings to $3.70-$3.72 per share, from $3.60-$3.72 per share.
How shares responded: CrowdStrike’s shares fell 3% to $500.96 in extended trading hours on Tuesday, after climbing by almost the same percentage ahead of the quarterly release. The stock has jumped around 49% year to date.
What to watch: Investors will continue monitoring the rising AI adoption and growth in cybercrime, which could boost the company’s overall results ahead.
Context: The AUD/USD forex pair rose this morning, hitting a five-week high amid broad weakness in the US dollar.
Details: The US dollar fell this morning amid rising speculations of deeper interest rate cuts by the Federal Reserve. This provided support to the AUD/USD forex pair, despite weak GDP data from Australia.
The US dollar index, which measures the greenback’s performance versus a basket of major peers, fell more than 0.1% to 99.23 this morning.
Data released this morning showed that the Australian economy grew by 0.4% in the third quarter, coming in below market expectations of 0.7%. Despite this, it marked the 16th consecutive quarter of growth.
On an annualised basis, GDP expanded by 2.1% in the third quarter, accelerating from 2% in the previous quarter, although this came slightly below market estimates of 2.2%.
Meanwhile, the S&P Global Australia composite PMI rose to 52.6 in November from 52.1 in the previous month, indicating the fastest growth since August. Australia’s services PMI business activity index also surged to 52.8 in November from 52.5 in the previous month.
The AUD/USD pair rose around 0.2% to 0.6577 this morning, while the S&P/ASX 200 added 0.11% to trade at 8,589.00.
What to watch: Investors await the release of data on balance of trade (0430 UAE Time) and household spending (0430 UAE Time) from Australia on Thursday. Australia’s goods trade surplus, which rose to A$3.94 billion in September from A$1.11 billion in the previous month, is expected to widen further to A$4.2 billion in October.
Analysts expect household spending to rise 5% year-over-year in October following 5.1% growth in September.
Other Markets: US trading indices closed higher on Tuesday, with the Dow Jones index, S&P 500 and Nasdaq 100 up by 0.39%, 0.25% and 0.84%, respectively.
Russia’s Ministry of Defence claimed that its forces had captured the Pokrovsk city in eastern Ukraine. The news sent the RUB/USD pair higher in forex trading this morning.
China’s RatingDog general services PMI fell to 52.1 in November from 52.6 in the previous month. The latest reading coming in above market estimates of 52.0 lent support to the CNY/USD forex pair.
Japan’s S&P Global services PMI surged to 53.2 in November, coming in higher than the flash reading of 52.1. Services activity expanding for the eighth straight month sent the JPY/USD pair higher in forex trading this morning.
Ireland’s AIB services PMI climbed to 58.5 in November from 56.7 in the previous month, which lent support to the EUR/USD forex pair.
Hong Kong’s S&P Global SAR PMI surged to 52.9 in November from 51.2 in the previous month. Growth in private sector activity for the fourth consecutive month sent the HKD/USD pair higher in forex trading this morning.
Spain’s tourist arrivals (1200 UAE Time), HCOB services PMI (1215 UAE Time) and HCOB composite PMI (1215 UAE Time), Italy’s HCOB services PMI (1245 UAE Time) and HCOB composite PMI (1245 UAE Time), France’s HCOB composite PMI (1250 UAE Time) and HCOB services PMI (1250 UAE Time), Germany’s HCOB composite PMI (1255 UAE Time) and HCOB services PMI (1255 UAE Time), Eurozone’s HCOB composite PMI (1300 UAE Time), HCOB services PMI (1300 UAE Time), PPI (1400 UAE Time), 12-month Bill auction (1510 UAE Time), 3-month Bill auction (1510 UAE Time) and 6-month Bill auction (1510 UAE Time), UK’s S&P Global composite PMI (1330 UAE Time), S&P Global services PMI (1330 UAE Time) and Treasury Gilt 2029 auction (1400 UAE Time), South Africa’s business confidence (1400 UAE Time), Mexico’s gross fixed investment (1600 UAE Time), US MBA mortgage applications (1600 UAE Time), ADP employment change (1715 UAE Time), export prices (1730 UAE Time), import prices (1730 UAE Time), industrial production (1815 UAE Time), capacity utilization (1815 UAE Time), manufacturing production (1815 UAE Time), S&P Global composite PMI (1845 UAE Time), S&P Global services PMI (1845 UAE Time), ISM services PMI (1900 UAE Time), ISM services business activity (1900 UAE Time), ISM services employment (1900 UAE Time), ISM services new orders (1900 UAE Time), EIA crude oil stocks change (1930 UAE Time), EIA gasoline stocks change (1930 UAE Time), EIA Cushing crude oil stocks change (1930 UAE Time), EIA distillate stocks change (1930 UAE Time), EIA heating oil stocks change (1930 UAE Time) and 17-week Bill auction (2030 UAE Time), Brazil’s S&P Global services PMI (1700 UAE Time) and S&P Global composite PMI (1700 UAE Time), Canada’s labour productivity (1730 UAE Time), S&P Global composite PMI (1830 UAE Time), S&P Global services PMI (1830 UAE Time) and 10-year Bond auction (2100 UAE Time), as well as Russia’s unemployment rate (2000 UAE Time), business confidence (2000 UAE Time), real wage growth (2000 UAE Time) and retail sales (2000 UAE Time).
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