CrowdStrike's Q2 earnings call highlighted strong financial performance with record ARR growth, revenue, and cash flow. Significant investments in AI and strategic acquisitions further bolstered the company's position. However, the call also noted GAAP net losses and costs related to outages and strategic plans.

Company Guidance

During CrowdStrike Holdings, Inc.'s Fiscal Second Quarter 2026 financial results conference call, the company provided robust guidance, emphasizing a significant reacceleration in their business. Key metrics highlighted include record Q2 net new Annual Recurring Revenue (ARR) of $221 million, outperforming expectations, and an ending ARR of $4.66 billion, marking a 20% year-over-year increase. The company also reported a record Q2 free cash flow of $284 million, representing 24% of revenue, and a record operating income of $255 million, or 22% of revenue. Total revenue grew 21% year over year, reaching $1.17 billion, surpassing their guidance range. Next-gen identity and SIEM platform solutions achieved over $1.56 billion in ending ARR, growing more than 40% year over year. The company also surpassed the milestone of 1,000 Falcon Flex customers, with the average representing more than $1 million of ending ARR. Looking ahead, CrowdStrike expects high single-digit sequential net new ARR growth from Q2 to Q3 and at least 40% year-over-year net new ARR growth for the back half of the fiscal year, forecasting ending ARR growth of over 22% for FY 2026. The call also noted plans for future growth through acquisitions, such as the intent to acquire Onum, enhancing their data pipeline capabilities.

Record Q2 Net New ARR

CrowdStrike achieved record Q2 net new ARR of $221 million, exceeding expectations and showcasing accelerating net new ARR.

Ending ARR Growth

Ending ARR reached $4.66 billion, growing more than 20% year over year.

Record Q2 Free Cash Flow

CrowdStrike reported a record Q2 free cash flow of $284 million, or 24% of revenue.

Total Revenue Growth

Total revenue grew 21% year over year, reaching $1.17 billion and exceeding the high end of guidance.

Next-Gen SIEM Growth

Falcon Next-Gen SIEM experienced year-over-year growth of more than 95%, with ending ARR of more than $430 million.

Cloud Revenue Surge

Cloud ending ARR exceeded $700 million, growing more than 35% year over year.

Falcon Flex Customer Milestone

Surpassed 1,000 Falcon Flex customers, with the average customer representing more than $1 million in ending ARR.

Charlotte AI Growth

Charlotte AI, the SOC agent, had a record quarter growing more than 85% over Q1.

Exposure Management Recognition

Exposure management surpassed $300 million in ending ARR and was named a leader in the 2025 IDC Worldwide Exposure Management MarketScape.

Intent to Acquire Onum

Announced intent to acquire Onum, a leading data pipeline platform, to enhance next-gen SIEM capabilities.

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
Dec 02, 2025	2026 (Q3)	0.94 / -	0.93	―	―	―
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)
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)

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
Aug 27, 2025	$422.61	$442.00	+4.59%
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%

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.