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CrowdStrike

CRWD · Information Technology

Last earnings Aug 26, 2026

Key results

Free cash flowquarter

$296 million

free cash flow of $296 million Exceeds $1.35 billion in ending ARR from accounts that have adopted the Falcon Flex subscription model, growing more than 200% year-over-year

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Total revenuequarter

22%

Total revenue growth accelerated to 22% year-over-year, and we delivered record cash flow from operations of $398 million and record Q3 free cash flow of $296 million.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Third Quarter Fiscal 2026 Financial Highlights Revenue Total revenue was $1.23 billion, a 22% increase, compared to $1.01 billion in the third quarter of fiscal 2025.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Subscription revenuefull-year

$1.17 billion

Subscription revenue was $1.17 billion, a 21% increase, compared to $962.7 million in the third quarter of fiscal 2025.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Recurring revenuefull-year

23%

Annual Recurring Revenue (ARR) grew 23% year-over-year to $4.92 billion as of October 31, 2025, of which $265.3 million was net new ARR added in the quarter.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Gross marginfull-year

78%

Subscription Gross Margin GAAP subscription gross margin was 78% for both the third quarter of fiscal 2026 and 2025.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Non-GAAP subscription gross margin was 81%, compared to 80% in the third quarter of fiscal 2025.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Net incomefull-year

$34.0 million

Net Income Loss Attributable to CrowdStrike GAAP net loss attributable to CrowdStrike was $34.0 million, compared to $16.8 million in the third quarter of fiscal 2025.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Research and developmentquarter

$91 thousand

Research and development 91 16,787

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

AI analysis

Q3 FY2026 · reported Dec 2, 2025

Based on: Earnings release + parent 8-K — transcript not held

Gross margin · Q3 FY2026
78%
EX-99 · Dec 2, 2025
Free cash flow · Q3 FY2026
$296M
EX-99 · Dec 2, 2025
Net income · Q3 FY2026
$34.0M
EX-99 · Dec 2, 2025
Research and development · Q3 FY2026
$91 thousand
EX-99 · Dec 2, 2025

Headline figures

MetricQ3 FY2026Prior qtrYear ago
Free cash flow$296 million——
Total revenue22%——
Research and development$91 thousand——

EX-99 · Dec 2, 2025

Guidance · company-stated

Direction: Raised

Company outlook — Raised

“Given this momentum, we are raising our fiscal year 2026 guidance.”

Company outlook — Raised

“Financial Outlook CrowdStrike is providing the following guidance for the fourth quarter of fiscal 2026 (ending January 31, 2026) and increasing its guidance for fiscal year 2026 (ending January 31, 2026).”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross marginfull year78%

Cash flow & capex

Free cash flow$296M
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Commenting on the company's financial results, Burt Podbere, CrowdStrike's CFO, added, We delivered outstanding third quarter results, exceeding expectations across all guided metrics

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Company outlook — Raised (“raising”)
“Given this momentum, we are raising our fiscal year 2026 guidance.”

Company outlook — Raised (“increasing”)
“Financial Outlook CrowdStrike is providing the following guidance for the fourth quarter of fiscal 2026 (ending January 31, 2026) and increasing its guidance for fiscal year 2026 (ending January 31, 2026).”

Classified from the release's primary full-year outlook statement.

Strategy & priorities

Our single platform strategy coupled with the Falcon Flex subscription model unlocks consolidation, positioning CrowdStrike as the operating system of cybersecurity.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft, and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting, and prioritized observability of vulnerabilities.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Non-GAAP Subscription Gross Profit and Non-GAAP Subscription Gross Margin CrowdStrike defines non-GAAP subscription gross profit and non-GAAP subscription gross margin as GAAP subscription gross profit and GAAP subscription gross margin, respectively, excluding stock-based compensation expense and related employer payroll taxes, amortization of acquired intangible assets, and strategic plan related charges (benefits), net.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Non-GAAP Income from Operations CrowdStrike defines non-GAAP income from operations as GAAP income (loss) from operations excluding stock-based compensation expense and related employer payroll taxes, amortization of acquired intangible assets (including purchased patents), acquisition-related expenses (credits), net, mark-to-market adjustments on deferred compensation liabilities, legal reserve and settlement charges or benefits, costs (recoveries) associated with the July 19 Incident and related matters, net, and strategic plan related charges (benefits), net.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

CrowdStrike's dollar-based net retention rate reflects customer renewals, expansion, contraction and churn, and excludes revenue from its incident response and proactive services.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Risks & headwinds

net registration Forward-Looking Statements This press release contains forward-looking statements that involve risks and uncertainties, including statements regarding CrowdStrike s future growth and future financial and operating performance, including CrowdStrike s financial outlook for the fourth quarter fiscal 2026, and fiscal year 2026, and beyond, product developments and anticipated tax rate.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Additional risks and uncertainties that could affect CrowdStrike s financial results are included in the filings CrowdStrike makes with the Securities and Exchange Commission ( SEC ) from time to time, particularly under the captions Risk Factors and Management s Discussion and Analysis of Financial Condition and Results of Operations, including CrowdStrike s most recently filed Annual Report on Form 10-K, most recently filed Quarterly Report on Form 10-Q, and subsequent filings.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Actual outcomes and results may differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties.

SEC original ↗CrowdStrike — Earnings release (8-K exhibit)EX-99Dec 2, 2025

Documents

Earnings deck slides

0 decks with slide view

CrowdStrike — Fiscal Second Quarter 2027 Presentation (Fiscal Q2 2027) — Slide view unavailable — the original PDF could not be retrieved for segmentation (HTTP Error 403: Forbidden).

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

61 documents

Earnings releases

21 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for CrowdStrike are held in this edition of the library.

Mentioned by

7 companies

Other tracked companies whose held documents mention CrowdStrike by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.