CrowdStrike Holdings (CRWD) Company Report

ARR grew 73% year-over-year with a subscription gross margin of 81% and record free cash flow in the most recent quarter.
$135 billion of ARR is now under the Falcon Flex commitment model, with 200 customers already re-Flexing to larger deals.
Next-gen SIEM is nearing $500 million in ARR at ~100% growth, and Falcon Next-Gen SIEM was named the default SIEM in AWS Security Hub.
Launched “Charlotte” AI for autonomous SOC workflows—cutting investigation times from hours to minutes—and acquired Pangea to secure AI applications.

1 day ago

Transcript

CrowdStrike at UBS 2025 Global Technology & AI Conference

CRWD

M&A

Guidance Update

ARR grew 73% year-over-year, with record free cash flow and 81% subscription gross margin, reflecting broad-based strength across product lines.
Reaffirmed 20% net new ARR growth target for fiscal 2027 on a higher fiscal 2026 base, underpinned by record pipeline.
$135 billion of ARR committed under the Falcon Flex model, with consumption outpacing contract terms and driving accelerated upsells.
Next-gen SIEM nearing $500 million in ARR and ~100% Y/Y growth; now default SIEM for AWS Security Hub, broadening hyperscaler adoption.
AI and M&A: Charlotte AI cuts investigations from hours to minutes en route to an autonomous SOC; acquired Pangea (AI security guardrails) and Onum (observability pipelining).

1 day ago

Transcript

CrowdStrike CEO outlines platform growth and AI strategy at UBS Tech Conference

CRWD

Revenue Acceleration/Inflection

M&A

Product Launch

CrowdStrike reported 73% ARR growth YoY, record subscription gross margin of 81%, and record free cash flow, while acquisitions added only $2.8 million of net new ARR in the quarter.
The Falcon Flex commitment model underpins $135 billion of ARR, with customers consuming commitments faster than contract terms, driving upsell opportunities.
Next-Gen SIEM scaled to nearly $500 million with approximately 100% growth, enhanced by the Onum pipelining acquisition and a new partnership making Falcon SIEM the default for AWS Security Hub.
CrowdStrike is advancing AI-driven security, leveraging Charlotte AI for autonomous SOC operations and securing AI applications through the Pangea acquisition and Falcon Shield’s 50% sequential growth.
The company maintains a disciplined tech-and-teams M&A strategy and reaffirmed its target of 20% net new ARR growth by FY 2027.

1 day ago

Transcript

CrowdStrike reports Q3 FY2026 results

CRWD

Earnings

Guidance Update

Revenue Acceleration/Inflection

CrowdStrike delivered record Q3 net new ARR of $265 million (up 73% YoY) and achieved ending ARR of $4.92 billion (23% YoY).
Q3 saw record free cash flow of $296 million (24% of revenue) and operating income of $265 million (21% of revenue).
Product momentum included Falcon Next-Gen SIEM, Falcon Shield, cloud runtime security, and identity offerings, with Flex model ARR reaching $1.35 billion (200% YoY).
For Q4 FY26, revenue is guided to $1.290–$1.300 billion (22–23% YoY) and FY26 revenue to $4.797–$4.807 billion (21–22% YoY); non-GAAP EPS of $1.09–$1.11 for Q4 and $3.70–$3.72 for FY26.
CrowdStrike anticipates Q4 free cash flow margin of 27%, full-year margin of 25%, and FY27 net new ARR growth of at least 20%.

2 days ago

Transcript

CrowdStrike reports record Q3 FY2026 results

CRWD

Earnings

Delivered record Q3 net new ARR of $265 million, up 73% YoY, and ending ARR of $4.92 billion, up 23% YoY
Generated Q3 revenue of $1.23 billion (+22% YoY), non-GAAP operating income of $264.6 million (21% margin), and free cash flow of $295.9 million (24% of revenue)
Broad-based acceleration across cloud, Next-Gen SIEM, Next-Gen Identity and endpoint; $1.35 billion in ending ARR from Falcon Flex subscriptions, up over 200% YoY
Issued Q4 revenue guidance of $1.29–$1.30 billion (22–23% YoY) and raised full-year FY26 revenue outlook to $4.797–$4.807 billion (21–22% YoY)

2 days ago

Transcript

CrowdStrike reports Q3 FY26 earnings results

CRWD

Earnings

Guidance Update

Revenue Acceleration/Inflection

Ending ARR of $4.92 B, up 23% YoY, with net new ARR of $265 M (+73% YoY).
Total revenue of $1.234 B (+22% YoY) and subscription revenue of $1.169 B (+21% YoY).
Non-GAAP operating income of $265 M (21% margin), diluted EPS of $0.96 (+26% YoY), and free cash flow of $296 M (24% margin).
Q4 FY26 revenue guidance of $1.29–1.30 B and full-year FY26 revenue guidance of $4.7966–4.8066 B.

2 days ago

Presentation

CrowdStrike announces Q3 FY26 results

CRWD

Earnings

Guidance Update

CrowdStrike delivered total revenue of $1.23 billion, up 22% year-over-year, with subscription revenue of $1.17 billion and professional services revenue of $65.5 million in Q3 FY26.
Record Q3 net new ARR of $265 million (+73% YoY) drove ending ARR to $4.92 billion, marking 23% YoY growth.
Non-GAAP operating income reached $264.6 million (21% of revenue) and free cash flow totaled $295.9 million (24% of revenue) in the quarter.
For Q4 FY26, CrowdStrike forecasts revenue of $1.29–$1.30 billion (22%–23% YoY growth) and non-GAAP operating income of $315–$319 million.

2 days ago

Transcript

CrowdStrike reports Q3 FY26 results

CRWD

Earnings

Guidance Update

Revenue Acceleration/Inflection

Total revenue $1.23 B (+22% YoY); subscription revenue $1.17 B (+21% YoY); GAAP net loss of $34 M vs. $16.8 M a year ago
Net new ARR $265 M (+73% YoY); ending ARR $4.92 B (+23% YoY)
Record operating cash flow $398 M and Q3 free cash flow $296 M
Non-GAAP net income $245 M; non-GAAP EPS $0.96
Raised Q4 FY26 revenue guidance to $1.29–1.30 B and FY26 to $4.80 B; increased H2 net new ARR growth target to ≥50% YoY and FY27 ARR growth target to 20%

2 days ago

8-K

CrowdStrike and Kroll form strategic MDR partnership

CRWD

Product Launch

CrowdStrike and Kroll entered a multi-year strategic partnership to migrate protection for over 500,000 endpoints onto the Falcon Complete Next-Gen MDR platform.
Partnership unites Kroll’s world-class cyber advisory expertise with CrowdStrike’s AI-native, single-agent architecture to deliver 24/7, expert- and agent-led full-cycle protection.
Falcon Complete Next-Gen MDR provides a 75% reduction in mean time to respond (MTTR) and resolves more than 13 million detections annually.
By consolidating multiple legacy tools onto a unified platform, customers benefit from faster, more effective detection, investigation, and remediation.

2 days ago

Press Release

CrowdStrike named AWS 2025 Global Security Partner of the Year

CRWD

Product Launch

Recognized as AWS 2025 Global Security Partner of the Year and Global Marketplace Partner of the Year, underscoring its leadership in cloud security.
Became the first cloud-native cybersecurity ISV to surpass $100 million in AWS Marketplace sales within a single calendar year.
Launched an enhanced Falcon Next-Gen SIEM solution in AWS Marketplace with streamlined onboarding and direct integration to AWS CloudTrail, Security Hub, and GuardDuty.
Introduced pay-as-you-go pricing for Falcon Next-Gen SIEM and Falcon Cloud Security to enable flexible, consumption-based licensing via AWS billing systems.

3 days ago

Morningstar

Earnings Transcripts

Quarterly earnings call transcripts for CrowdStrike Holdings.

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