Citable filing context
CRWD's research view summarizes recent SEC filing context, starting with earnings from Aug 26, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 26, 2026 | earnings | CrowdStrike reported Q2 fiscal 2027 revenue of $1.47 billion, up 26% year-over-year, and raised its full-year guidance. |
| Jun 22, 2026 | other | CrowdStrike stockholders approved a charter amendment to limit officer liability and elected two directors at its annual meeting. |
| Jun 3, 2026 | earnings | CrowdStrike reported Q1 FY2027 revenue of $1.39 billion and announced a four-for-one stock split. |
| Aug 26, 2026 | Guidance: annual_recurring_revenue | 6184.40 to 6188.40 |
| Aug 26, 2026 | Guidance: annual_recurring_revenue | 6603.00 to 6611.90 |
| Aug 26, 2026 | Guidance: non_gaap_eps_diluted | 0.31 to 0.31 |
| Aug 27, 2026 | mda_quarterly | CrowdStrike achieved total revenue of $1.47 billion in the second quarter ended July 31, 2026, up 26% year-over-year, driven by a 27% growth in subscription revenue to $1.40 billion. Annual Recurring Revenue (ARR) expanded 25% to $5.84 billion, benefiting from platform adoption across cloud workloads, identity, and SaaS security, alongside customer commitments to the Falcon Flex licensing model. Quarterly net income reached $5.3 million, reversing a net loss of $70.2 million in the prior-year period, while six-month net income reached $33.1 million. Liquidity remains strong, supported by $5.0 billion in cash and cash equivalents, $1.12 billion in six-month operating cash flows, and a backlog of $5.9 billion. Capital allocation prioritized strategic tech acquisitions, including $881.4 million spent on Seraphic and SGNL, as well as a pending $145.0 million transaction for XM Cyber's attack path visualization assets. Ongoing risk factors focus on the July 19, 2024 content update incident. Although gross retention rates remain high, the event continues to drive legal expenses, longer sales cycles, and potential revenue contraction stemming from customer commitment packages that offer discounting, added modules, and extended subscription terms. |
| Jun 4, 2026 | mda_quarterly | CrowdStrike’s AI-native Falcon platform drove total revenue to $1.39 billion for the quarter ended April 30, 2026, a 26% year-over-year increase. Annual Recurring Revenue (ARR) grew 24% to $5.5 billion, with $255.8 million in net new ARR added during the period. The company returned to profitability with net income of $46 million, while gross margins expanded slightly to 75%. Growth is supported by a land-and-expand strategy and the Falcon Flex enterprise licensing model. However, the July 19 Incident continues to create headwinds, resulting in elongated sales cycles, increased legal expenses, and the implementation of customer commitment packages featuring discounts and subscription extensions. These measures are expected to increase contraction and lower upsell values in future periods. Strategic expansion included the $881.4 million acquisition of Seraphic and SGNL. Liquidity remains robust with $4.6 billion in cash and cash equivalents and $4.7 billion in deferred revenue. Additionally, a revision in the estimated period of benefit for sales commissions from four to five years reduced expenses by $27.9 million for the quarter. |
Source: SEC EDGAR filing text and events; period Aug 26, 2026; filed Aug 26, 2026.
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