earnings
confidence high
sentiment positive
materiality 0.80
CrowdStrike Q3 net new ARR $265M (+73% YoY); revenue $1.23B (+22%), non-GAAP EPS $0.96; raises FY26 guide
CrowdStrike Holdings, Inc.
2026-Q3 EPS reported
-$0.89
revenue$3,506,630,000
- Record Q3 net new ARR of $265M, up 73% YoY; ending ARR $4.92B, up 23% YoY.
- Total revenue $1.23B (+22% YoY); subscription revenue $1.17B (+21% YoY).
- GAAP net loss $34M (-$0.14 diluted); record non-GAAP net income $245.4M ($0.96 diluted).
- Record Q3 cash from ops $397.5M; free cash flow $295.9M; cash & equivalents $4.80B.
- Raised FY2026 guidance; H2 net new ARR growth expected at least 50% YoY; module adoption: 49% with 6+.