CRWD
CrowdStrike Holdings, Inc.488.53
+1.06+0.22%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Q&A reaffirms AI moat, Flex strength
Q&A largely reaffirmed prepared remarks' AI tailwind narrative, with Kurtz rebutting frontier lab fears in SIEM by stressing irreplaceable real-time telemetry and expert labels over LLMs. Identity surfaced as top threat—80% of breaches non-malware—bolstered by SGNL.ai's zero-standing privileges and Seraphic browser security. Flex positions for AI agent boom, countering knowledge worker seat worries. Cloud queries drew runtime protection emphasis for breach-stopping edge. No walk-backs. CrowdStrike thrives. Management's tone stayed confident on FY27 guide; investors eye AI adoption metrics.
Key Stats
Market Cap
123.16BP/E (TTM)
-Basic EPS (TTM)
-1.27Dividend Yield
0%Recent Filings
10-K
FY2026 results
CrowdStrike's FY2026 revenue hit $4.8B, up 22% y/y, with subscription revenue at $4.6B (21% y/y growth) fueled by new customers and module expansions amid Q4 momentum from seasonal budget cycles. ARR reached $5.3B (24% y/y), dollar-based net retention held at 115%, but Q4 sales cycles stretched post-July 19 Incident, denting upsell velocity while deferred revenue swelled to $4.8B. Operating loss widened to $293M on 29% R&D surge and July 19 costs, yet $1.6B operating cash flow underscored subscription strength. $5.2B cash bolsters $750M debt posture. July 19 litigation lingers, risking further quarterly drags.
8-K
CRWD crushes Q4, hits $5.25B ARR
8-K
Kurtz gets TSR-linked PSUs
CrowdStrike's independent directors granted CEO George Kurtz 300,000 target PSUs on December 22, 2025, tied to TSR outperforming S&P 500 peers over three years to 2028—zero if below 25th percentile, up to 600,000 at 90th. This aligns Kurtz with stockholders chasing $20B ARR amid AI threats. Retention locks in his lead. Vesting risks forfeiture on early exit.
10-Q
Q1 FY2026 results
CrowdStrike posted Q1 FY2026 revenue of $1.23B, up 22% y/y, with subscription revenue climbing 21% y/y to $1.17B on new customer adds and module upsells, while gross margin held steady at 75%. Operating loss widened to $69M from $56M y/y amid heavy R&D and sales investments, but net loss narrowed slightly to $34M ($0.14/share) versus $17M ($0.07/share) y/y, driven by stock-based comp exceeding 20% of op loss; EPS aligns with 251M diluted shares, anti-dilutive. Cash swelled to $4.8B, operating cash flow hit $1.1B YTD (FCF not disclosed), long-term debt steady at $745M with $750M revolver available; closed Pangea in Sep 2025 for $212M cash (recognizing $210M goodwill) and Onum for $252M cash ($232M goodwill). July 19 Incident litigation lingers.
8-K
Q3 revenue beats, ARR soars
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