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- **Record Q3 Growth**: $265M net new ARR (73% YoY), $4.92B ending ARR (23% YoY), and $296M free cash flow.
- **Falcon Flex Dominance**: 200+ reflex accounts doubled subscriptions, with $1.35B ARR from Flex customers.
- **AWS Partnership**: Falcon Next-Gen SIEM integrated into AWS Security Hub, targeting 8M+ AWS customers.
- **AI-Driven Expansion**: Next-Gen SIEM and Falcon Shield won 7+ figure deals, e.g., stopping CRM data exfiltration in 30 minutes.
- **FY26 Outlook**: Q4 revenue $1.29B-$1.30B, FY26 total revenue $4.797B-$4.807B, and FY27 net new ARR growth ≥20%.

**【CEO Summary Section】**
- **Record Q3 Financials**: Achieved $265M net new ARR (73% YoY growth), ending ARR of $4.92B (23% YoY), $296M free cash flow, and $265M operating income.
- **Falcon Flex Momentum**: $1.35B ARR from Flex accounts (200% YoY growth), with 200+ reflex accounts increasing subscriptions by 2x+.
- **AI-Driven Growth**: Next-Gen SIEM and Falcon Shield led expansions, e.g., a Fortune 500 logistics company deployed Falcon Shield to stop CRM data exfiltration in 30 minutes.
- **Strategic Partnerships**: AWS integrated Falcon Next-Gen SIEM into its Security Hub, and Kroll migrated 500K endpoints from a point EDR to Falcon Flex for MSSP services.
- **Single Platform Differentiation**: 49% of customers use 6+ modules, with 24% using 8+ modules, driving consolidation and lower TCO.

**【CFO Financial Commentary】**
- **Revenue Performance**: Total revenue $1.23B (22% YoY), subscription $1.17B (21% YoY), with 67% U.S. and 33% international mix.
- **Profitability**: Non-GAAP gross margin 78%, operating margin 21%, and free cash flow margin 24%.
- **FY26 Outlook**: Q4 revenue $1.29B-$1.30B (22-23% YoY), FY26 total revenue $4.797B-$4.807B (21-22% YoY), and FY27 net new ARR growth ≥20%.
- **Cash Flow**: Q3 free cash flow $296M, FY26 free cash flow margin 25%, with $4.8B cash on hand.

**【Q&A Key Highlights】**
- **Endpoint Acceleration**: AI adoption at endpoints drove 73% YoY net new ARR growth, with a Fortune 500 health care account replacing 75K legacy AV endpoints.
- **SIEM Displacement**: Falcon Next-Gen SIEM replaced legacy SIEMs in 7+ figure deals, e.g., a European bank migrated off Splunk.
- **AWS Partnership**: Falcon Next-Gen SIEM prepopulated in AWS Security Hub, enabling federated search across 8M+ AWS customers.
- **F5 Integration**: Falcon agent certified on F5 BIG-IP appliances, leading to an 8+ figure Flex deal with F5 customers.
- **M&A Strategy**: Acquired Pangea and Onum to protect AI infrastructure, with integration driving Q4+ growth.
- **AI SOC of the Future**: Charlotte AI reduced incident resolution time from 4 days to minutes, with FedRAMP High approval for government use.

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