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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};be("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat(Vn)),notifLabel:document.querySelector(".".concat($n))};t.notifDropdown&&ro(e,t)}))}()}};]]>Billy Duberstein, The Motley FoolThu, Aug 28, 2025, 7:41 PM 3 min readCrowdStrike beat revenue and adjusted earnings expectations in its second fiscal quarter.Third-quarter revenue guidance came in a tad light, and management also announced a bolt-on acquisition.However, AI-based commentary on a second-half reacceleration in ARR appears to be encouraging investors today.10 stocks we like better than CrowdStrike ›Shares of CrowdStrike (NASDAQ: CRWD) initially dipped this morning, as much as 3.2%, before rebounding to a 4.3% gain as of 2:08 p.m. ET.CrowdStrike delivered earnings last night that beat expectations, as has been the pattern for the formidable cybersecurity company. And while it looked as though slightly underwhelming guidance for next quarter initially led to a sell-off, investors who took time to listen to management's comments and view the longer-term picture eventually sent the stock higher.In its fiscal second quarter, CrowdStrike delivered revenue growth of 21.4% to $1.17 billion, ahead of expectations, with adjusted (non-GAAP) earnings per share of $0.93, up just 5.7%, but also ahead of expectations.CrowdStrike is a high-performing, artificial intelligence (AI)-enabled cybersecurity disruptor that typically beats expectations; however, there was a bit of a post-earnings hiccup when the company only guided for $1.21 billion to $1.22 billion in revenue for the current quarter, which was a tad short of the $1.23 billion estimated by Wall Street analysts. Additionally, CrowdStrike announced a bolt-on acquisition of Onum, a real-time data telemetry company that CrowdStrike will add to its next-gen SIEM (Security Information and Event Management) products. While the acquisition could be a positive, it will likely mean either more dilution or cash used for the purchase. CrowdStrike didn't disclose a purchase price.While those details may have spurred a short sell-off given CrowdStrike's high valuation, commentary from CEO George Kurtz was very positive, with an emphasis on revenue and annualized recurring revenue (ARR) acceleration in the coming quarters. For instance, while net new ARR was over 20% last quarter, Kurtz sees new ARR accelerating to at least 40% year-over-year growth in the second half of the year.Image source: Getty Images.No doubt, customers are flocking to CrowdStrike, which built its cybersecurity software platform from the ground up as a data mining AI-inspired platform in which the data it generates consistently reinforces CrowdStrike's algorithms in a virtuous flywheel of constant improvement. 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