The earnings call for CrowdStrike Holdings, Inc. highlighted strong growth in their FalconFlex model, robust free cash flow, and strategic partnerships with NVIDIA and Microsoft. However, challenges related to the CCP program, regulatory scrutiny, and expenses for outages were noted. The company maintains a strong position in the cybersecurity market, with continuous innovation and high customer retention.

Company Guidance -

Q2 2026

During CrowdStrike Holdings, Inc.'s fiscal first-quarter 2026 conference call, the company provided optimistic guidance based on several key metrics. The company reported a Q1 net new Annual Recurring Revenue (ARR) of $194 million, surpassing expectations, with an ending ARR of over $4.4 billion. The subscription gross margin stood at 80%, while the gross retention rate was sustained at 97%, indicating strong customer commitment to their Falcon platform. Additionally, CrowdStrike highlighted significant growth in their FalconFlex accounts, adding $774 million to reach a total account value of $3.2 billion, marking a 31% sequential increase and more than six times year-over-year growth. The company also emphasized the success of its next-gen SIEM, cloud, and identity products, as well as the momentum from their FalconFlex model which is accelerating platform adoption and driving increased customer engagement. Looking forward, CrowdStrike expects improved sequential net new ARR growth in Q2 and further acceleration in the second half of the fiscal year, projecting total revenue for fiscal 2026 to be between $4.74 and $4.81 billion, reflecting a growth rate of 20% to 22% over the prior fiscal year.

Strong Start to FY2026

CrowdStrike Holdings, Inc. started FY2026 from a position of strength, capitalizing on accelerated demand through continuous innovation, increasing win rates, and platform consolidation at scale.

Growth in FalconFlex

FalconFlex added $774 million of total account value, growing 31% sequentially and more than six times year-over-year, with over 820 accounts adopting this model.

Record Subscription Gross Margin

Achieved a subscription gross margin of 80%, demonstrating the efficiency of their AI platform.

High Gross Retention Rate

Sustained 97% gross retention rate as customers remain committed to the Falcon platform.

Significant Free Cash Flow

Generated free cash flow of $279 million, or 25% of revenue, with continued quarter-on-quarter growth.

Innovations in AI and Security

Announced general availability of AI model scanning and AI security dashboard technologies, enhancing security for AI agents.

Partnership Expansion

NVIDIA and Microsoft partnerships highlight strategic collaborations, ensuring cybersecurity standards for AI and joint threat actor mapping.

CrowdStrike Holdings (CRWD) Earnings, Revenues Date & History

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CRWD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 02, 2025	2026 (Q2)	0.83 / -	1.04	―	―	―
Jun 04, 2025	2026 (Q1)	0.66 / 0.73	0.93	-21.51% (-0.20)
Mar 04, 2025	2025 (Q4)	0.86 / 1.03	0.95	8.42% (+0.08)
Nov 26, 2024	2025 (Q3)	0.81 / 0.93	0.82	13.41% (+0.11)
Aug 28, 2024	2025 (Q2)	0.99 / 1.04	0.74	40.54% (+0.30)
Jun 04, 2024	2025 (Q1)	0.90 / 0.93	0.57	63.16% (+0.36)
Mar 05, 2024	2024 (Q4)	0.82 / 0.95	0.47	102.13% (+0.48)
Nov 28, 2023	2024 (Q3)	0.74 / 0.82	0.4	105.00% (+0.42)
Aug 30, 2023	2024 (Q2)	0.59 / 0.74	0.36	105.56% (+0.38)
May 31, 2023	2024 (Q1)	0.51 / 0.57	0.31	83.87% (+0.26)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CRWD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 04, 2025	$460.56	$462.94	+0.52%
Mar 04, 2025	$390.16	$365.44	-6.34%
Nov 26, 2024	$364.30	$347.59	-4.59%
Aug 28, 2024	$264.20	$271.67	+2.83%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.