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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.

CrowdStrike Holdings, Inc. (CRWD) Q3 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

CRWD

CRWD fundamentals

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