secwatch.observer — SEC 8-K summary ====================================== Issuer: CrowdStrike Holdings, Inc. (CRWD) CIK: 0001535527 Form: 8-K Filed at: 2025-12-02T23:59:59+00:00 Accession: 0001535527-25-000030 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 CrowdStrike Q3 net new ARR $265M (+73% YoY); revenue $1.23B (+22%), non-GAAP EPS $0.96; raises FY26 guide -------------------------------------------------------------------------------- - 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+. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1535527/000153552725000030/0001535527-25-000030-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1535527/000153552725000030/crwd-20251202.htm HTML page: https://secwatch.observer/filing/0001535527-25-000030 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer