The earnings call highlights a strong start to the fiscal year with significant ARR growth, high cash flow, and global expansion. However, these positives are tempered by ongoing GAAP net losses, revenue recognition investigations, and a temporary divergence in ARR and revenue. Despite these challenges, the company shows strong momentum and confidence in its FalconFlex product and future growth.

Company Guidance -

Q2 2026

During CrowdStrike Holdings, Inc.'s fiscal first quarter 2026 earnings call, the company reported several key metrics demonstrating strong performance and growth. The company's net new Annual Recurring Revenue (ARR) was $194 million, surpassing expectations, and ending ARR exceeded $4.4 billion. The subscription gross margin stood at an impressive 80%, and gross retention remained high at 97%. Additionally, CrowdStrike reported a free cash flow of $279 million, which represents 25% of revenue, showing significant quarter-on-quarter growth. The company also highlighted the success of its FalconFlex model, adding $774 million of total FalconFlex account value, bringing the total deal value to $3.2 billion, a 31% sequential growth and over six times year-over-year. Looking forward, the company expects improved sequential net new ARR growth in the next quarter and accelerated ARR growth in the second half of fiscal 2026. Furthermore, CrowdStrike announced a share repurchase authorization of up to $1 billion, reflecting confidence in its long-term strategy and robust cash flow generation capabilities.

Strong Start to Fiscal Year 2026

CrowdStrike Holdings, Inc. reported a strong first quarter with net new ARR of $194 million, surpassing expectations and achieving a total ending ARR of $4.44 billion, up 22% year-over-year.

FalconFlex Momentum

FalconFlex saw significant growth with $774 million in total account value added, growing 31% sequentially and more than six times year-over-year, highlighting accelerated customer adoption and demand.

High Subscription Gross Margin

Subscription gross margin remained high at 80%, demonstrating the efficiency of CrowdStrike's AI platform.

Strong Cash Flow

Free cash flow was $279 million, representing 25% of revenue, indicating strong cash generation capabilities.

Global Expansion

Significant deal activity across multiple geographies including the U.S., Europe, Canada, Japan, and Latin America, supported by strong partner networks.

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
Aug 27, 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.