CrowdStrike Holdings (CRWD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jun 09, 2026

After Close (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

1.07

Last Year’s EPS

0.73

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 35 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:Mar 03, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents strong, broad-based operational momentum: record quarterly and annual ARR growth, milestone scale (crossing $5.25B ARR), accelerating net new ARR (Q4 +47% YoY), improving margins and record free cash flow and operating income. Product and go-to-market successes — notably Falcon Flex adoption, Next-Gen SIEM/cloud/identity expansion, endpoint acceleration driven by AI, partner marketplace traction with AWS and Microsoft, and early traction for AIDR — underpin the growth thesis. Manageable near-term negatives include integration costs and limited immediate contribution from recent acquisitions, accounting changes that boost non-GAAP metrics, seasonal second-quarter weakness, and ongoing market/competitive risks from rapid AI/LLM evolution. Overall the positive operational and financial momentum significantly outweighs these manageable near-term headwinds.

Company Guidance

CrowdStrike guided Q1 FY27 ARR of $5.502–$5.504 billion (≈24% YoY), implying net new ARR of $249–$251 million (≈29–30% YoY), total revenue of $1.360–$1.364 billion (≈23–24% YoY), non‑GAAP operating income of $308–$310 million, non‑GAAP net income attributable of $275–$277 million and diluted non‑GAAP EPS of $1.06–$1.07 (using a 21.0% tax rate and ~259M diluted shares); for full FY27 they guided ARR of $6.466–$6.516 billion (23–24% YoY), net new ARR of $1.213–$1.264 billion (20–25% YoY), total revenue of $5.868–$5.928 billion (22–23% growth), non‑GAAP operating income of $1.422–$1.462 billion, non‑GAAP net income of $1.241–$1.271 billion and non‑GAAP EPS of $4.78–$4.90 (21.0% tax rate, ~260M shares); additional assumptions include Q1 free cash flow margin ~33% and ≥30% for the year, FCF seasonal mix 43% H1/57% H2 (Q2 seasonally lowest), capex 7–8% of revenue (front‑loaded), interest income $160–$170 million, partner rebates ≈0.8% of revenue, a change in sales commission amortization to 5 years boosting FY27 non‑GAAP operating income by $85–$95 million, incremental acquisition‑related operating expenses of $74–$80 million (SGNL, Seraphic, Onum, Pangea), SGNL+Seraphic estimated to add $5–$8 million of acquired ARR in Q1, and approximately $950 million remaining on the share repurchase authorization after ~144k shares bought.

Record Net New ARR and FY Milestone

Q4 net new ARR of $330.7M (reported as $331M), up 47% year-over-year; FY '26 net new ARR of $1.01B, up 25% year-over-year — the first year delivering over $1B of net new ARR.

ARR Scale and Growth

Ending ARR reached $5.25B, crossing the $5B milestone and accelerating to 24% year-over-year growth.

Strong Revenue and Subscription Growth

Q4 total revenue of $1.31B, up 23% year-over-year; subscription revenue $1.24B, up 23% year-over-year; professional services $63.1M, up 26% year-over-year.

Record Profitability and Cash Flow

Q4 non-GAAP operating income of $325.8M (25% operating margin) and Q4 free cash flow of $376.4M (29% of revenue). FY '26 operating income of $1.05B and record free cash flow of $1.24B (26% of revenue).

High Retention Metrics

Dollar-based net retention of 115% and gross retention of 97%, indicating durable customer stickiness at >$5B ARR scale.

Falcon Flex Adoption and Expansion

Flex cohort ending ARR $1.69B, growing >120% year-over-year; over 1,600 Flex customers (added 350+ in Q4); >380 re-Flex accounts (23% of Flex base) with an average ARR lift of 26% within ~7 months; nearly 100 multi-time re-Flex customers with an additional average 48% ARR lift.

Product Portfolio Acceleration — Cloud, Identity, SIEM

Combined Next-Gen Identity, cloud and Next-Gen SIEM ending ARR >$1.9B, growing >45% year-over-year. Next-Gen SIEM grew >75% year-over-year to ending ARR >$585M. Cloud ending ARR exceeded $800M, up >35% year-over-year. Next-Gen Identity ended FY '26 >$520M ARR, up >34% year-over-year.

Endpoint and AI-related Security Momentum

Endpoint business accelerated for the second consecutive quarter amid AI proliferation; sensors detected >1,800 distinct AI applications and ~160M unique application instances across the customer base. Newly launched AIDR grew >5x versus prior quarter in its first weeks.

Partner and Marketplace Expansion

Nearly $1.5B total contract value transacted on the AWS marketplace in the past year (≈50% year-over-year growth); CrowdStrike is now available on the Microsoft marketplace, enabling Azure consumption commitments for Falcon.

Record Gross Margins and Q4 EPS

Q4 non-GAAP gross margin at a record 79% (subscription gross margin 81%); Q4 non-GAAP net income $289.1M and non-GAAP diluted EPS $1.12, exceeding guidance. Q4 GAAP net income was $38.7M.

Strong Balance Sheet and Cash Position

Cash and cash equivalents increased to $5.23B; record operating cash flow of $497.9M in Q4; share repurchases of ~144,000 shares with ~$950M remaining authorization.

CrowdStrike Holdings (CRWD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CRWD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 09, 2026	2027 (Q1)	1.07 / -	0.73	―	―	―
Mar 03, 2026	2026 (Q4)	1.10 / 1.12	1.03	8.74% (+0.09)
Dec 02, 2025	2026 (Q3)	0.94 / 0.96	0.93	3.23% (+0.03)
Aug 27, 2025	2026 (Q2)	0.83 / 0.93	1.04	-10.58% (-0.11)
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)

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
Mar 03, 2026	$391.42	$407.68	+4.15%
Dec 02, 2025	$516.55	$524.17	+1.48%
Aug 27, 2025	$422.61	$442.00	+4.59%
Jun 04, 2025	$460.56	$462.94	+0.52%

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.