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Featured Story from MarketBeat Fal.Con Europe Could Be CrowdStrike's Early Earnings CatalystWritten by Chris Markoch. Published 10/24/2025. 
Key Points - Fal.Con Europe may preview CrowdStrike’s earnings by showcasing adoption and momentum for its new Agentic Security Platform.
- Investors will look for customer traction, EMEA deals, and new monetization updates to justify the stock’s premium valuation.
- CRWD stock is consolidating near $500; a breakout above $510 or a dip toward $475 could offer attractive entry points.
Most companies' earnings reports are headline events. However, investors in CrowdStrike Holdings Inc. (NASDAQ: CRWD) may get the main event a few weeks early. CrowdStrike is preparing to present its Fal.Con Europe event Nov. 4–6, roughly three weeks before the company reports earnings. This international event follows the Fal.Con Las Vegas conference in September, where CrowdStrike debuted its Agentic Security Platform. According to the company, the platform "introduces the industry's richest AI-ready data layer and expands agentic capabilities across the platform." Some key features of the Agentic Security Platform include: - Enterprise Graph – the platform's richest AI-ready data layer, integrating telemetry and intelligence into actionable signals.
- Charlotte AI AgentWorks – a no-code platform that helps customers build, deploy, and orchestrate trusted security agents.
- Centralized Operating Center of the Agentic Ecosystem – coordinates human and machine defenders securely.
- Updated persona-aware user console – supports natural-language queries, dashboards, and role-specific workflows.
The platform aims to unify data, intelligence, agents, and governance so organizations can secure and operationalize AI intelligently and at scale. Fal.Con Europe Is an Extension, Not an Encore It might be tempting to view Fal.Con Europe as a stop on a concert tour — similar stagecraft with a slightly altered set list. But happening about six weeks after the Las Vegas event, CrowdStrike will likely have concrete adoption data and customer feedback to share. The event also follows a recent high-profile outage at Amazon Web Services (AWS), a reminder that even leading cloud providers face reliability risks. For CrowdStrike, that underscores how essential resilient cybersecurity is in an increasingly AI-driven enterprise environment. Innovation Supports a Premium Valuation CrowdStrike continues to deliver year-over-year revenue and earnings growth while capturing market share with its Falcon platform, which is bullish for CRWD stock. However, the stock's valuation metrics—price-to-earnings (P/E), price-to-sales (P/S), and price-to-book (P/B)—remain elevated versus CrowdStrike's historical averages and trade at a premium to many other technology names. That premium reflects expectations tied to sustained growth. It's worth remembering that CrowdStrike has only been publicly traded since 2019. As a young company, its valuation can stay elevated if the company continues to grow profitably. Analysts currently forecast about 29% EPS growth over the next 12 months, a level of performance that helps justify a premium multiple. Investors Should Watch for Monetization and Market Adoption Fal.Con events demonstrate CrowdStrike's ongoing commitment to innovation. That innovation needs to translate into clear monetization paths and measurable market adoption to convince investors the company's value proposition extends beyond subscription renewals. Las Vegas and Europe are ideal venues for CrowdStrike to present adoption metrics and pricing or packaging changes ahead of its late-November earnings report. Hold CRWD Ahead of Earnings, but Be Ready to Buy on Weakness CRWD closed near $499 on Oct. 22. Over the past month it has repeatedly tried to clear the $500 level and has found resistance, settling into a range with support around $477. That consolidation sits above the stock's 50-day simple moving average (SMA). Coupled with a neutral RSI, CRWD is showing neither overbought nor oversold conditions, suggesting investors are awaiting a catalyst to push it to a new high after a bullish run that began in December 2022. Investors should generally hold CRWD ahead of earnings. If the market pulls back and the stock weakens, buying on that weakness can be a prudent strategy. Conversely, use a confirmed breakout above $510–$515, backed by rising volume and RSI momentum, as a signal to add to positions.
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