secwatch.observer — SEC 8-K summary
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Issuer:     CrowdStrike Holdings, Inc. (CRWD)
CIK:        0001535527
Form:       8-K
Filed at:   2026-03-03T23:59:59+00:00
Accession:  0001535527-26-000007
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

CrowdStrike Q4 FY2026: ARR $5.25B (+24% YoY), record net new ARR $331M, positive GAAP net income
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1535527/000153552726000007/0001535527-26-000007-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1535527/000153552726000007/crwd-20260303.htm
  HTML page:      https://secwatch.observer/filing/0001535527-26-000007

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer