earnings
confidence high
sentiment positive
materiality 0.85
CrowdStrike Q4 FY2026: ARR $5.25B (+24% YoY), record net new ARR $331M, positive GAAP net income
CrowdStrike Holdings, Inc.
2026-FY EPS reported
-$0.65
revenue$4,812,005,000
- Revenue $1.31B (+23% YoY); GAAP diluted EPS $0.15 vs ($0.35) loss; non-GAAP diluted EPS $1.12 vs $0.81.
- Ending ARR $5.25B, up 24% YoY; net new ARR $331M (record), up 47% YoY; Falcon Flex ARR $1.69B (+120% YoY).
- Operating cash flow $497.9M, free cash flow $376.4M; cash and equivalents $5.23B.
- Guidance: Q1 FY27 revenue $1.385-1.405B; FY27 revenue $5.95-6.05B; raised FY27 ARR outlook.
- Module adoption: 50% with 6+, 34% with 7+, 24% with 8+ modules; acquired SGNL and Seraphic Security.