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CrowdStrike Reports Second Quarter Fiscal Year 2027 Financial Results

•Delivers record net new ARR of $333 million, accelerates growth to 51% year-over-year

•Increases FY27 net new ARR growth guidance by 630 basis points to 34% year-over-year growth at the midpoint

•Exceeds $2.29 billion in ending ARR from accounts that have adopted Falcon Flex, accelerates growth to 101% year-over-year

•Generates Q2 record cash flow from operations of $530 million and Q2 record free cash flow of $377 million

AUSTIN, Texas, August 26, 2026 -- CrowdStrike Holdings, Inc. (Nasdaq: CRWD), today announced financial results for the second quarter fiscal year 2027, ended July 31, 2026.

"Q2 was the best quarter in CrowdStrike's history," said George Kurtz, CrowdStrike’s Founder and Chief Executive Officer. "Delivering record Falcon Flex results, record net new ARR, and accelerating growth—the Falcon is soaring. We're raising our full year fiscal 2027 net new ARR growth outlook by 630 basis points. The Mythos moment translated into mass-market acceptance that AI adoption needs security, and that's CrowdStrike. Every enterprise will run on AI, and securing it is the largest market opportunity in our history."

Commenting on the company's financial results, Burt Podbere, CrowdStrike's Chief Financial Officer, added, "Q2 was a record-breaking quarter. We achieved record net new ARR of $333 million alongside record net new ARR from new logos, increased dollar-based gross and net retention rates, and Q2 record cash flow from operations and free cash flow. Given our strong Q2 results and record Q3 pipeline, we are raising our full-year fiscal 2027 net new ARR growth outlook to 34% at the midpoint, positioning us for continued durable, profitable growth."

Second Quarter Fiscal 2027 Financial Highlights

•Revenue: Total revenue was $1.47 billion, a 26% increase, compared to $1.17 billion in the second quarter of fiscal 2026. Subscription revenue was $1.40 billion, a 27% increase, compared to $1.10 billion in the second quarter of fiscal 2026.

•Annual Recurring Revenue (ARR) grew 25% year-over-year to $5.84 billion as of July 31, 2026, of which $332.8 million was net new ARR added in the quarter.

•Subscription Gross Margin: GAAP subscription gross margin was 78%, compared to 77% in the second quarter of fiscal 2026. Non-GAAP subscription gross margin was 81%, compared to 80% in the second quarter of fiscal 2026.

•Income/Loss from Operations: GAAP loss from operations was $33.2 million, compared to $105.5 million in the second quarter of fiscal 2026. Non-GAAP income from operations was $371.6 million, compared to $255.0 million in the second quarter of fiscal 2026.

•Net Income/Loss Attributable to CrowdStrike: GAAP net income attributable to CrowdStrike was $5.3 million, compared to a loss of $70.2 million in the second quarter of fiscal 2026. GAAP net income per share attributable to CrowdStrike common stockholders, diluted, was $0.01, compared to a loss of $0.07 in the second quarter of fiscal 2026. Non-GAAP net income attributable to CrowdStrike was $322.9 million, compared to $237.4 million in the second quarter of fiscal 2026. Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted, was $0.31, compared to $0.23 in the second quarter of fiscal 2026.

•Cash Flow: Net cash generated from operations was $530.3 million, compared to $332.8 million in the second quarter of fiscal 2026. Free cash flow was $377.4 million, compared to $283.6 million in the second quarter of fiscal 2026.

•Cash and Cash Equivalents grew to $5.01 billion as of July 31, 2026.

Recent Highlights

•CrowdStrike’s module adoption rates for subscription customers grew to 51%, 35%, and 26% for six or more, seven or more, and eight or more modules, respectively, as of July 31, 2026.

•Unveiled Continuous Identity for AI Agents, extending risk-aware authorization across human, non-human, and AI agent identities.

•Introduced new AI, cloud, and Next-Gen SIEM innovations in collaboration with Amazon Web Services (AWS) to help organizations securely build, deploy, and operate AI applications and cloud workloads.

•Released the CrowdStrike 2026 Technology Threat Landscape Report.

•Released the CrowdStrike 2026 Threat Hunting Report, revealing that AI is now embedded across modern adversary operations.

•Extended CrowdStrike Falcon AI Detection and Response (AIDR) across leading AI gateway partners, including Databricks, Google Cloud, JetStream Security, Kong, LiteLLM, Maxim AI, Microsoft Azure, and TrueFoundry.

•Expanded Project QuiltWorks, extending the coalition with AWS to the cloud infrastructure layer and broadening support for SMBs to help them secure frontier AI risks.

•Announced a strategic collaboration with Cerebras Systems, combining the industry’s leading AI-native security platform with breakneck AI inference for enterprises deploying AI at scale.

•Expanded strategic p

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CrowdStrike Reports First Quarter Fiscal Year 2027 Financial Results

•Achieves record Q1 net new ARR of $256 million, up 32% year-over-year

•Delivers record cash flow from operations of $591 million and record free cash flow of $468 million

•Raises FY27 net new ARR growth guidance by 520 basis points at the midpoint

•Announces four-for-one stock split

AUSTIN, Texas, June 3, 2026 -- CrowdStrike Holdings, Inc. (Nasdaq: CRWD), today announced financial results for the first quarter fiscal year 2027, ended April 30, 2026.

“In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment. CrowdStrike is AI security infrastructure, critical to successful AI adoption,” said George Kurtz, CrowdStrike’s Founder and Chief Executive Officer. “Our record Q1 net new ARR, QuiltWorks coalition, and AIDR innovation are indicators of our own AI inflection point. We’re seeing platform adoption from existing customers, new logo lands, and increased partner engagement, each giving me the conviction to significantly raise our FY27 net new ARR guidance. The technology is here. The team is here. And the market opportunity is ours.”

Commenting on the company's financial results, Burt Podbere, CrowdStrike's Chief Financial Officer, added, "CrowdStrike delivered strong Q1 results, exceeding expectations across all guided metrics while accelerating growth and expanding profitability and cash flow. We delivered record Q1 net new ARR of $256 million, record cash flow from operations of $591 million, and record free cash flow of $468 million. We are raising our full-year net new ARR growth expectations to 27.7%, at the midpoint, now an acceleration over the prior fiscal year. Our record Q2 pipeline, continued strong retention, Falcon Flex momentum, and the AI technology wave are each tailwinds giving us conviction in CrowdStrike's growth trajectory.”

Stock Split Authorization

CrowdStrike is also announcing that its board of directors has approved and declared a four-for-one split of the company’s outstanding shares of Class A common stock in the form of a stock dividend. Each stockholder of record at the close of business on June 25, 2026 (the “record date”) will receive, after the close of business on July 1, 2026, three additional shares for every share held on the record date, and trading is expected to begin on a split-adjusted basis on July 2, 2026.

First Quarter Fiscal 2027 Financial Highlights

•Revenue: Total revenue was $1.39 billion, a 26% increase, compared to $1.10 billion in the first quarter of fiscal 2026. Subscription revenue was $1.32 billion, a 26% increase, compared to $1.05 billion in the first quarter of fiscal 2026.

•Annual Recurring Revenue (ARR) grew 24% year-over-year to $5.51 billion as of April 30, 2026, of which $255.8 million was net new ARR added in the quarter.

•Subscription Gross Margin: GAAP subscription gross margin was 78%, compared to 77% in the first quarter of fiscal 2026. Non-GAAP subscription gross margin was 81%, compared to 80% in the first quarter of fiscal 2026.

•Income/Loss from Operations: GAAP loss from operations was $30.6 million, compared to $118.7 million in the first quarter of fiscal 2026. Non-GAAP income from operations was $325.7 million, compared to $201.1 million in the first quarter of fiscal 2026.

•Net Income/Loss Attributable to CrowdStrike: GAAP net income attributable to CrowdStrike was $27.8 million, compared to a loss of $104.3 million in the first quarter of fiscal 2026. GAAP net income per share attributable to CrowdStrike, diluted, was $0.11, compared to a loss of $0.42 in the first quarter of fiscal 2026. Non-GAAP net income attributable to CrowdStrike was $283.4 million, compared to $184.7 million in the first quarter of fiscal 2026. Non-GAAP net income attributable to CrowdStrike per share, diluted, was $1.10, compared to $0.73 in the first quarter of fiscal 2026.

•Cash Flow: Net cash generated from operations was $590.9 million, compared to $384.1 million in the first quarter of fiscal 2026. Free cash flow was $468.5 million, compared to $279.4 million in the first quarter of fiscal 2026.

•Cash and Cash Equivalents was $4.55 billion as of April 30, 2026.

Recent Highlights

•CrowdStrike’s module adoption rates grew to 51%, 35%, and 25% for six or more, seven or more, and eight or more modules, respectively, as of April 30, 2026.

•Announced the launch and expansion of Project QuiltWorks, an industry-first cybersecurity coalition featuring OpenAI and Anthropic to remediate frontier AI risk via the Falcon platform.

•The only cybersecurity company selected as a launch partner in both Anthropic’s Project Glasswing and OpenAI’s Trusted Access for Cyber (TAC) programs.

•Launched the Charlotte AI AgentWorks Ecosystem, a no-code development platform created with AWS, NVIDIA, and OpenAI to build and scale custom security agents on the Falcon platform.

•Unveiled Agentic MDR, the next

crwd-202603030001535527false00015355272026-03-032026-03-03

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 3, 2026

CrowdStrike Holdings, Inc. (Exact name of registrant as specified in its charter)

Delaware001-3893345-3788918 (State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)

206 E. 9th Street Suite 1400 AustinTexas78701 (Address of principal executive offices)(Zip Code)

Registrant’s telephone number, including area code: (888) 512-8906 Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8‑K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a‑12 under the Exchange Act (17 CFR 240.14a‑12) ☐Pre-commencement communications pursuant to Rule 14d‑2(b) under the Exchange Act (17 CFR 240.14d‑2(b)) ☐Pre-commencement communications pursuant to Rule 13e‑4(c) under the Exchange Act (17 CFR 240.13e‑4(c))

Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of each exchange on which registered Class A common stock, $0.0005 par valueCRWDThe Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b‑2 of the Securities Exchange Act of 1934 (§ 240.12b‑2 of this chapter). Emerging growth company☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐

Item 2.02    Results of Operations and Financial Condition. On March 3, 2026, CrowdStrike Holdings, Inc. issued a press release announcing its financial results for the fiscal quarter ended January 31, 2026. A copy of the press release is furnished herewith as Exhibit 99.1 and incorporated herein by reference. The information contained in this Item 2.02 and Item 9.01 in this Current Report on Form 8-K, including the accompanying Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filings, unless expressly incorporated by specific reference in such filing.

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Item 9.01    Financial Statements and Exhibits. (d) Exhibits Exhibit NumberDescription of Exhibit 99.1 Press release dated March 3, 2026

104Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

CrowdStrike Holdings, Inc.

Date: March 3, 2026/s/ Burt W. Podbere Burt W. Podbere Chief Financial Officer

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