earnings
confidence high
sentiment positive
materiality 0.85
CrowdStrike Q2 FY27: record net new ARR $333M, revenue $1.47B, raises FY27 guidance
CrowdStrike Holdings, Inc.
- Revenue $1.47B (+26% YoY); subscription revenue $1.40B (+27%).
- Ending ARR $5.84B (+25% YoY); record net new ARR $333M; Falcon Flex ARR $2.29B (+101%).
- GAAP EPS $0.01 vs -$0.07; non-GAAP EPS $0.31 vs $0.23; GAAP op loss $33.2M vs $105.5M.
- Q2 record cash flow from ops $530M; free cash flow $377M; cash $5.01B.
- Raises FY27 net new ARR growth guidance to 34% at midpoint (up 630 bps).