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- **ARR Growth Records**: Q4 net new ARR $331M (47% YoY), FY26 ending ARR $5.25B (24% YoY), and FY26 net new ARR $1.01B (25% YoY). 
- **AI Security Breakthroughs**: AIDR ARR grew 5x QoQ, Charlotte agent ARR tripled, and Falcon Flex ARR reached $1.69B (120% YoY). 
- **Financial Excellence**: Q4 non-GAAP operating margin 25%, FY26 free cash flow $1.24B (26% of revenue), and FY27 ARR guidance $6.466-$6.516B (23-24% YoY). 
- **Strategic Wins**: Microsoft Azure consumption commitment integration, AWS marketplace revenue $1.5B (50% YoY), and 1,800+ AI apps detected on endpoints. 
- **Customer粘性**: 115% dollar-based net retention, 97% gross retention, and 50% of customers using 6+ modules. 


**【CEO Summary Section】**
- **Record ARR Growth**: Q4 net new ARR of $331 million (47% YoY), ending ARR of $5.25 billion (24% YoY), and FY26 net new ARR of $1.01 billion (25% YoY). 
- **AI-Driven Product Success**: AIDR ARR grew 5x QoQ, Charlotte agent ARR tripled, and Falcon Flex ARR reached $1.69 billion (120% YoY). 
- **Market Leadership**: Only pure-play cybersecurity company to cross $5 billion ARR, with 115% dollar-based net retention and 97% gross retention. 
- **AI Security Strategy**: Securing AI at every layer (GPU, cloud, applications) with partnerships like NVIDIA, AWS, and Microsoft. 
- **Innovation Momentum**: Acquisitions of SGNL AI (zero standing privilege) and Seraphic (browser security) to expand identity and endpoint protection. 

**【CFO Financial Commentary】**
- **Revenue Performance**: Q4 revenue $1.31 billion (23% YoY), FY26 revenue $4.93 billion (23% YoY). 
- **Profitability**: Q4 non-GAAP operating income $326 million (25% of revenue), FY26 operating income $1.05 billion (22% of revenue). 
- **Cash Flow**: Q4 free cash flow $376 million (29% of revenue), FY26 free cash flow $1.24 billion (26% of revenue). 
- **FY27 Guidance**: Ending ARR $6.466-$6.516 billion (23-24% YoY), net new ARR $1.213-$1.264 billion (20-25% YoY). 
- **Financial Strategy**: 5-year sales commission amortization to boost FY27 operating income by $85-95 million. 

**【Q&A Key Highlights】**
- **AI Security Adoption**: AIDR ARR grew 5x QoQ, Charlotte usage up 6x YoY, and 1,800+ AI apps detected on endpoints. 
- **Cloud Security Growth**: Cloud ARR exceeded $800 million (35% YoY), driven by runtime protection and 90% MTTD improvement. 
- **Falcon Flex Momentum**: 350 new Flex customers in Q4, 380 re-Flexed accounts (26% ARR lift), and 100+ multi-re-Flex customers (48% ARR lift). 
- **Identity Expansion**: Next-gen identity ARR $520 million (34% YoY), with PAM ARR up 170% sequentially. 
- **Hyperscaler Partnerships**: $1.5 billion AWS marketplace revenue (50% YoY), and Microsoft Azure consumption commitment integration. 
- **Competitive Position**: 50% of customers use 6+ modules, 24% use 8+ modules, and 115% net retention rate. 


CrowdStrike Holdings, Inc.(CRWD)-20260304-2026 Q4 Earnings call transcript

- **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 & ARR Growth**: $1.17B revenue (21% YoY), $4.66B ending ARR (20% YoY), $221M net new ARR beat. 
- **AI-Driven Expansion**: Falcon Flex adoption 1,000+ customers, Onum acquisition enhances real-time data processing. 
- **Product Leadership**: Next-Gen Identity ARR $435M (21% YoY), cloud ARR $700M (35% YoY), Charlotte AI SOC analyst up 85% QoQ. 
- **Financial Strength**: $237M non-GAAP net income, $284M free cash flow, 27% FY26 free cash flow margin target. 
- **Guidance Confidence**: Back-half net new ARR ≥40% YoY growth, FY26 ending ARR >22% YoY.

**【CEO Summary Section】**
- **Record Q2 Performance**: Achieved $221M net new ARR, 21% YoY revenue growth ($1.17B), and 20% YoY ending ARR ($4.66B). 
- **AI-Driven Momentum**: Falcon Flex adoption reached 1,000 customers, with 75%+ module utilization and 50% ARR uplift from re-Flexes. 
- **Onum Acquisition**: Adds real-time data pipeline capabilities (5x faster processing, 50% cost reduction) to enhance Next-Gen SIEM. 
- **Product Expansion**: Next-Gen Identity Protection ARR exceeded $435M (21% YoY), PAM solution adoption surged, and cloud ARR hit $700M (35% YoY). 
- **Market Leadership**: Named Gartner Magic Quadrant Leader for 6th consecutive year, with Charlotte AI SOC analyst growing 85% QoQ.

**【CFO Financial Commentary】**
- **Revenue & Profitability**: $1.17B total revenue (21% YoY), $255M non-GAAP operating income (22% margin), and $237M non-GAAP net income ($0.93 EPS). 
- **Cash Flow Strength**: $284M free cash flow (24% of revenue), $4.97B cash balance, and 27% FY26 free cash flow margin target. 
- **Guidance Update**: Q3 revenue $1.208B-$1.218B (20-21% YoY), FY26 revenue $4.749B-$4.806B (20-22% YoY). 
- **ARR Growth**: Back-half net new ARR to grow ≥40% YoY, ending ARR >22% YoY.

**【Q&A Highlights】**
- **Identity Market Expansion**: Next-Gen Identity ARR $435M (21% YoY), PAM solution displacing legacy tools, 60% of >$100K customers adopt 8+ modules. 
- **Cloud Security Growth**: $700M ARR (35% YoY), Fortune 500 wins with Falcon Cloud Security consolidating 10+ products. 
- **EDR Sustainability**: Core EDR ARR growth 11% YoY, 95%+ module renewal rate, Charlotte AI reducing incident response time by 70%. 
- **Partnership Impact**: 60% of Q2 new business sourced from partners, including Red Canary migrating 100K+ endpoints to Falcon. 
- **AI Security Vision**: Falcon platform secures AI lifecycle (model creation, deployment, access), with NVIDIA integration protecting 100K+ LLMs.

CrowdStrike Holdings, Inc. (CRWD) Q2 2026 Earnings Call Transcript

- **Falcon Flex Supercharges Growth**: $3.2B Flex account value (6x YoY), 39 re-Flex customers expand within 5 months, driving Q1 net new ARR of $194M.
- **AI-First Security Wins**: Charlotte AI cuts SOC manual work, securing 100M+ Flex contracts. Cloud Security innovation wins Frost Radar top spot.
- **Financial Strength**: $1.1B revenue (+20% YoY), $279M free cash flow. FY27 targets >24% margin, >30% free cash flow.
- **AI Threat Opportunity**: 96% of firms expand AI agents, creating 10x attack surface. CrowdStrike protects 1B+ AI agents via model scanning, SOC automation.

**【CEO Key Highlights】**
- **Falcon Flex Momentum**: Q1 net new ARR of $194M, ending ARR surpassing $4.4B, 80% subscription gross margin. Falcon Flex total account value grew 31% QoQ to $3.2B, with 39 re-Flex customers expanding contracts within 5 months.
- **AI-Driven Innovation**: Charlotte AI delivers autonomous SOC triage, reducing manual operations. A healthcare customer expanded a $100M+ Flex contract, consolidating 8+ point products into 10+ Falcon modules.
- **Product Expansion**: Cloud Security ARR growth accelerated, with Frost Radar top innovation score. Identity Protection added Privileged Access, displacing legacy vendors in 7-figure deals.

**【CFO Financial Breakdown】**
- **Revenue & Profitability**: Q1 revenue $1.1B (+20% YoY), non-GAAP net income $184.7M ($0.73 EPS), exceeding guidance. Free cash flow $279M (25% of revenue).
- **Cost Efficiency**: Operating expenses $656M (59% of revenue), down 5% YoY. Realignment plan targets FY27 non-GAAP margin >24%, free cash flow >30%.
- **ARR Dynamics**: CCP-related programs impact Q1-Q3 revenue by $10-15M/Q, but Flex burn rates >80% drive back-half ARR acceleration.

**【Q&A Key Takeaways】**
- **Falcon Flex Sales Shift**: From module-by-module to outcome-based demand planning, with 95%+ Flex deployment rates. MSSP channel grew 15% of Q1 deals, up from mid-single digits 2 years ago.
- **AI Threat Landscape**: 96% of enterprises plan AI agent expansion, creating 10x attack surface. CrowdStrike protects AI agents via model scanning, data leakage detection, and SOC automation.
- **CCP Program Impact**: One-time ARR boost subsides Q4, but Flex re-Flexes offset with 31-month avg contract duration. FY26 ARR growth ~20%, FY27+ targets >24% with margin expansion.

CrowdStrike Holdings, Inc. (CRWD) Q1 2026 Earnings Call Transcript

- **Record Growth**: $4.24B ARR (+30% YoY), $1.07B free cash flow, and $6B TCV (40% YoY). 
- **AI-Driven Momentum**: Charlotte AI processed >100 deals, reducing SOC triage time by 60-70%. 
- **Cloud Leadership**: $1B AWS Marketplace sales, 45% YoY Cloud Security growth. 
- **Customer Commitment**: 97% gross retention, $2.5B Falcon Flex deal value (80% QoQ). 
- **Threat Evolution**: China-based attacks up 150%, with adversarial AI adoption accelerating. 
- **Operational Excellence**: 27% free cash flow margin, 5% controlled expense growth. 


**【CEO Summary Section】**
- **Q4 Financial Highlights**: Achieved $224 million in net new ARR, closing FY25 at $4.24 billion in ending ARR. Free cash flow reached $240 million for the quarter and $1.07 billion annually, a record and first time exceeding $1 billion. 
- **Product Momentum**: 
  - Cloud Security ARR >$600M (+45% YoY), Identity ARR >$370M, Next-Gen SIEM ARR >$330M (+115% YoY). 
  - Falcon Flex deal value surged to $2.5B (80% QoQ growth), with 60%+ modules deployed. 
  - Charlotte AI processed >100 deals, reducing SOC triage time by 60-70%. 
- **Market Positioning**: 
  - First cybersecurity ISV to surpass $1B in AWS Marketplace sales. 
  - 40% YoY growth in Total Contract Value ($6B FY25). 
  - 97% gross dollar retention, reflecting customer loyalty. 
- **AI & Threat Landscape**: 
  - China-based cyberattacks up 150%, with tools like DeepSeek accelerating adversarial AI adoption. 
  - Falcon platform uniquely positions as AI-native SOC with 10M+ Falcon Complete analysts. 

**【CFO Financial Commentary】**
- **FY25 Financials**: 
  - Ending ARR: $4.24B (+30% YoY). 
  - Free Cash Flow: $1.07B (27% of revenue). 
  - Cloud/IaaS/Security Services revenue: $1.3B (15% YoY). 
- **Q4 Metrics**: 
  - ARR Growth: 30% YoY. 
  - Gross Margin: 75% (stable). 
  - Operating Expenses: $1.2B (+15% YoY, 5% controlled growth). 
- **FY26 Outlook**: 
  - ARR Target: $5.5B-$5.6B. 
  - Revenue Growth: 25-27%. 
  - Free Cash Flow: >$1.2B. 

**【Q&A Highlights】**
- **Customer Retention**: 97% gross retention, with CCP program driving 80%+ Flex adoption. 
- **AI Investment**: Charlotte AI in >100 Q4 deals, with 100% customer satisfaction. 
- **Competitive Position**: 3x displacement rate vs legacy EDR, with fastest deployment times. 
- **MSSP Growth**: 15% of new business, targeting SMBs with turnkey security. 
- **Partnerships**: 60% of new business via GSI partners like Accenture, Deloitte. 
- **Exposure Management**: ARR >$300M, displacing legacy VMPs at 80%+ win rate. 


Actual				-0.02	0.02	0.03	0.08	0.13	0.1	0.11	0.17	0.3	0.31	0.36	0.4	0.47	0.57	0.74	0.82	0.95	0.93	1.04	0.93	1.03	0.73	0.93	0.96	1.12
Forecast				-0.0844	-0.0611	-0.0077	0.0022	0.0849	0.0546	0.0872	0.0973	0.2014	0.2321	0.277	0.3154	0.4306	0.5085	0.5942	0.7424	0.8229	0.8947	0.9876	0.8088	0.8566	0.6603	0.8324	0.9391	1.1007
Surprise	0.00%	0.00%	0.00%	+76.30%	+132.73%	+489.61%	+3536.36%	+53.12%	+83.15%	+26.15%	+74.72%	+48.96%	+33.56%	+29.96%	+26.82%	+9.15%	+12.09%	+24.54%	+10.45%	+15.45%	+3.95%	+5.31%	+14.99%	+20.24%	+10.56%	+11.73%	+2.23%	+1.75%

CRWD

CRWD fundamentals

CRWD Q4 2026 Earnings

Earnings Call

You can ask Aime

CRWD

CRWD fundamentals

CRWD Q4 2026 Earnings

Earnings Call

CRWD Earnings Call Summary for Q4/20265:00 PM on Mar 3, 2026

CRWD Earnings Call Summary for Q3/20265:00 PM on Dec 2, 2025

CRWD Earnings Call Summary for Q2/20265:00 PM on Aug 27, 2025

CRWD Earnings Call Summary for Q1/20265:00 PM on Jun 3, 2025

CRWD Earnings Call Summary for Q4/20255:00 PM on Mar 4, 2025

You can ask Aime