CrowdStrike Holdings (CRWD) Company Report

CrowdStrike integrates its Falcon platform with Perplexity’s Comet Enterprise AI browser to deliver real-time threat detection, governance, and data protection.
The partnership applies enterprise security policies within AI-driven workflows, preventing unauthorized data sharing and reducing risk without disrupting productivity.
The collaboration leverages CrowdStrike's acquisition of Seraphic to strengthen browser-layer runtime protection.
The move addresses rising AI threats—AI-enabled adversary operations grew 89% YoY and 82% of detections in 2025 were malware-free, per the 2026 Global Threat Report.

3 days ago

Press Release

CrowdStrike reports record Q4 results and raises fiscal 2027 ARR guidance

CRWD

Guidance Update

Revenue Acceleration/Inflection

CrowdStrike delivered record net new ARR of $330.7 million in fiscal Q4, alongside non-GAAP operating income of $326 million and free cash flow of $376 million, all company highs.
The company raised its fiscal 2027 net new ARR growth target to 20%, excluding approximately $5–8 million ARR from SGNL and Seraphic acquisitions, underlining strong core momentum.
Key product pillars scaled rapidly: Next-Gen SIEM surpassed $1.9 billion ARR at 45% growth ; Cloud security reached $800 million ARR at 35% growth ; Identity exceeded $500 million ARR at over 30% growth ; and Flex licensing ARR grew 120% year-over-year, with ~100 customers expanding usage within the same contract period.
AI capabilities are accelerating adoption: the Charlotte AI orchestrator achieved 6× utilization and 3× ARR growth year-over-year, while the AI Detection & Response product posted 5× quarter-over-quarter growth shortly after launch.

Mar 5, 2026, 3:45 PM

Transcript

CrowdStrike raises fiscal 2027 ARR guidance after record Q4 performance

CRWD

Guidance Update

Revenue Acceleration/Inflection

M&A

CrowdStrike reported record fiscal Q4 net new ARR of $330.7 million, with non-GAAP operating income of $326 million and free cash flow of $376 million, supporting a raised fiscal 2027 net new ARR guide (acquisitions contributed just $5–8 million ARR).
Falcon Flex licensing ARR grew 120% yoy, with nearly 100 customers purchasing additional Flex licenses within the same contract period through expanded product trials.
Next-Gen SIEM ARR surpassed $500 million (+75% yoy), cloud security reached $800 million ARR (+35% yoy), and identity ARR topped $500 million (+30% yoy), illustrating broad-based demand across the platform.
Integration of AI security tools accelerated: Charlotte usage rose 6x yoy with ARR up 3x yoy, and the new AI Detection and Response offering achieved 5x qoq growth shortly after launch.
Strategic ecosystem partnerships drive go-to-market scale, with $1.5 billion ARR transacted via AWS Marketplace and upcoming Microsoft Marketplace integration, while acquisitions like Onum enhance data routing for SIEM.

Mar 5, 2026, 3:45 PM

Transcript

CrowdStrike reports strong Q4 growth and guidance raise

CRWD

Guidance Update

Product Launch

Revenue Acceleration/Inflection

CrowdStrike delivered record fiscal Q4 results with $330.7 M net new ARR, $326 M non-GAAP operating income and $376 M free cash flow, and raised its fiscal 2027 net new ARR growth guide to 20% (ex-acquisitions).
Falcon Flex licensing continued to accelerate, with 120% year-over-year ARR growth and nearly 100 customers increasing their usage under the same contract period.
AI-powered offerings are gaining momentum: the “Charlotte” AI tool saw 6× utilization growth and 3× ARR growth YoY, while AI Detection & Response grew 5× quarter-over-quarter.
Strategic cloud partnerships strengthen go-to-market: $1.5 B of ARR now flows through AWS Marketplace and CrowdStrike announced availability on the Microsoft Azure Marketplace.

Mar 5, 2026, 3:45 PM

Transcript

CrowdStrike and Schwarz Digits partner to deliver AI-native cybersecurity on STACKIT

CRWD

Product Launch

New Projects/Investments

CrowdStrike has formed a long-term strategic partnership with Schwarz Digits to deploy its Falcon cybersecurity platform on STACKIT’s EU-operated sovereign cloud infrastructure, ensuring full data sovereignty for European enterprises and public institutions.
The Falcon platform will offer AI-native protection with full attack path visibility across endpoint, cloud, identity, and exposure management, while complying with GDPR, the EU Cyber Resilience Act, and NIS2 requirements.
Initial joint solutions include the Seraphic secure enterprise browser and a native AI-based next-generation SIEM, and Schwarz Group companies will consolidate their cybersecurity on the Falcon platform.
This collaboration expands CrowdStrike’s ecosystem strategy and enhances STACKIT’s sovereign cloud offering for highly regulated industries such as healthcare, financial services, and public administration.

Mar 5, 2026, 7:00 AM

Press Release

CrowdStrike announces Q4 FY 2026 results

CRWD

Earnings

Guidance Update

Share Buyback

Delivered record net new ARR of $331 million (47% YoY), driving ending ARR to $5.25 billion (24% YoY).
Achieved Q4 non-GAAP operating income of $325.8 million (25% of revenue) and free cash flow of $376.4 million (29% of revenue).
Reported total revenue of $1.31 billion (23% YoY), including subscription revenue of $1.24 billion (23% YoY) and professional services revenue of $63.1 million (26% YoY).
Raised FY 2027 guidance to ending ARR of $6.466–$6.516 billion (23–24% growth) and net new ARR of $1.213–$1.264 billion (20–25% growth).
Repurchased 144,000 shares as of March 2, with $950 million remaining under its share buyback authorization.

Mar 3, 2026, 10:00 PM

Transcript

CrowdStrike reports Q4 FY2026 results

CRWD

Earnings

Guidance Update

CrowdStrike set a Q4 record with $331 million net new ARR (up 47% YoY), driving ending ARR to $5.25 billion (up 24% YoY).
The company delivered $376 million free cash flow (29% of revenue) and $326 million operating income (25% of revenue) in Q4, both all-time quarterly records.
Total revenue was $1.31 billion (up 23% YoY), with non-GAAP gross margin at 79%, operating margin at 25%, dollar-based net retention at 115% and gross retention at 97%.
For FY2027, CrowdStrike expects ending ARR of $6.466 billion–$6.516 billion (23–24% YoY growth), revenue of $5.868 billion–$5.928 billion (22–23% YoY), non-GAAP operating income of $1.422 billion–$1.462 billion, and EPS of $4.78–$4.90.

Mar 3, 2026, 10:00 PM

Transcript

CrowdStrike reports Q4 FY 2026 results

CRWD

Earnings

Guidance Update

Achieved record net new ARR of $330.7 million, up 47% YoY, driving ending ARR to $5.25 billion (+24% YoY).
Q4 revenue reached $1.31 billion (+23% YoY); non-GAAP operating income was $325.8 million (25% margin), and free cash flow was $376.4 million (29% of revenue).
Maintained strong subscription durability with dollar-based net retention at 115% and gross retention at 97%.
Issued FY27 guidance for ending ARR of $6.466–$6.516 billion (+23–24% YoY), net new ARR of $1.213–$1.264 billion (+20–25% YoY), and total revenue of $5.868–$5.928 billion (+22–23% YoY).

Mar 3, 2026, 10:00 PM

Transcript

CrowdStrike reports Q4 and FY26 financial results

CRWD

Earnings

CrowdStrike reached $5.25 billion in ending ARR, up 24% YoY, with record net new ARR of $330.7 million, +47% YoY in Q4.
Total Q4 revenue was $1.31 billion, +23% YoY, while FY26 revenue climbed to $4.81 billion, +22% YoY.
Achieved GAAP net income of $38.7 million in Q4 (vs. a loss of $86.3 million in Q4 FY25) and non-GAAP net income of $289.1 million, up from $205.3 million YoY.
Generated record operating cash flow of $497.9 million and free cash flow of $376.4 million in Q4; FY26 operating cash flow was $1.61 billion and free cash flow $1.24 billion.

Mar 3, 2026, 9:06 PM

8-K

CrowdStrike announces Q4 and FY26 financial results

CRWD

Earnings

Guidance Update

Ended Q4 FY26 with $5.25 billion in ARR, up 24% year-over-year, including a record $330.7 million of net new ARR in the quarter
Q4 revenue of $1.31 billion (+23% YoY) and full-year FY26 revenue of $4.81 billion (+22% YoY)
Delivered Q4 GAAP net income of $38.7 million versus a loss in the prior year and Q4 free cash flow of $376.4 million; FY26 free cash flow reached $1.24 billion
Provided FY27 guidance with Q1 ARR of $5,501.8 – $5,503.8 million and full-year ARR of $6,465.8 – $6,516.4 million