earnings
confidence high
sentiment positive
materiality 0.80
CrowdStrike Q2 FY2026: record net new ARR $221M, revenue +21% to $1.17B
CrowdStrike Holdings, Inc.
2026-Q2 EPS reported
-$0.75
revenue$2,272,386,000
- Ending ARR grew 20% YoY to $4.66B; net new ARR of $221M, a Q2 record.
- Total revenue $1.17B (+21% YoY); subscription revenue $1.10B (+20%).
- GAAP loss from operations $113M vs income of $13.7M last year; GAAP net loss $77.7M ($0.31 loss per share).
- Non-GAAP income from operations record $255M; non-GAAP net income record $237.4M ($0.93 per share).
- Record Q2 cash from ops $332.8M; FCF $283.6M; cash and equivalents $4.97B; agreed to acquire Onum Technology.
item 2.02item 9.01