Crowdstrike Holdings (DE:45C)

NASDAQ:45C

45C

CrowdStrike Holdings

RESEARCH TOOLSreports

CrowdStrike Holdings (45C) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Sep 02, 2026

After Close (Confirmed)

Period Ending

2027 (Q2)

Consensus EPS Forecast

1.02

Last Year’s EPS

0.81

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 38 Analysts Ratings

Earnings Call Summary

Q1 2027

Earnings Call Date:Jun 03, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed strong, broad-based operational and financial momentum: record net new ARR, accelerating ARR and revenue growth, record free cash flow and operating income, rapid traction in new AI-focused products (AIDR, next-gen SIEM), meaningful Flex adoption, raised FY27 guidance, and a share split. Management also emphasized strategic hires, acquisitions and large new‑logo wins. The primary risks noted were that much of the upside is tied to continued AI adoption (still early and uneven across enterprises), some short-term seasonality in cash flow (Q2), and the need to manage increased attack-surface complexity. Overall, the positives (beats, record metrics, stronger guidance and visible AI-driven demand) materially outweigh the lowlights.

Company Guidance

CrowdStrike raised FY27 guidance after a strong Q1: Q1 results included record net new ARR $255.8M (up 32% YoY), ending ARR $5.51B (>24% YoY), total revenue $1.39B (up 26%), subscription revenue $1.32B, professional services $64.8M, non‑GAAP gross margin 79% (subscription 81%), non‑GAAP operating income $325.7M (24% of revenue), non‑GAAP net income $283.4M ($1.10 diluted), cash & equivalents $4.55B, operating cash flow $590.9M and record free cash flow $468.5M (34% of revenue); the company repurchased $176M of stock and has ~$1.3B remaining authorization. For Q2 FY27 CrowdStrike guides ARR $5.793B–$5.795B (24% YoY), net new ARR $284M–$286M (28–29% YoY), revenue $1.436B–$1.442B (23% YoY), non‑GAAP operating income $346M–$349M, non‑GAAP net income $301M–$303M and diluted non‑GAAP EPS $1.16–$1.17 (split‑adjusted $0.29). Full‑year FY27 guidance: ARR $6.532B–$6.556B (24–25% YoY), net new ARR $1.279B–$1.303B (27–29% YoY), revenue $5.915B–$5.959B (23–24%), non‑GAAP operating income $1.452B–$1.480B, non‑GAAP net income $1.263B–$1.285B and non‑GAAP EPS $4.88–$4.96 (split‑adjusted $1.22–$1.24); management also noted they raised full‑year net new ARR guidance by ~$52M (≈520 bps to a 27.7% midpoint), expect net new ARR seasonality ~42% H1/58% H2, Q2 FCF margin ~24.5% and at least 30% FCF margin for the year with FCF dollars ~46% H1/54% H2, and announced a 4‑for‑1 stock split.

Record Net New ARR

Record Q1 net new ARR of $255.8M, up 32% year-over-year, exceeding the high end of guidance.

Accelerating Ending ARR

Ending ARR of $5.51B, accelerating sequentially and growing more than 24% year-over-year.

Revenue Growth Beat

Total revenue of $1.39B, up 26% year-over-year, beating guidance and marking the fourth consecutive quarter of acceleration.

Record Free Cash Flow and Strong Cash Generation

Record free cash flow of $468.5M (34% of revenue) and cash flow from operations of $590.9M; cash & equivalents of $4.55B.

Record Profitability Metrics

Q1 non-GAAP operating income of $325.7M (24% operating margin), up ~62% year-over-year; non-GAAP net income of $283.4M ($1.10 diluted).

Falcon Flex Adoption and Expansion

Added over 300 Falcon Flex accounts in the quarter; Flex-related accounts approaching $1.9B in ending ARR, up 99% year-over-year; strong Reflex renewals with average uplift of 26% and some customers expanding multiple times (average 51% uplift over original Flex).

Rapid AIDR Momentum

AI Detection & Response (AIDR) ending ARR grew >250% sequentially; Q2 AIDR pipeline already >$50M, with management calling AIDR a larger opportunity than EDR.

Next-Gen SIEM & Platform Wins

Next‑gen SIEM ending ARR exceeded $600M; combined businesses (SIEM, cloud, identity etc.) have exceeded $2B in ending ARR; notable large new-logo wins (multiple 8-figure deals) across SIEM, cloud and endpoint.

Gross Margin Improvement

Record non-GAAP gross margin of 79% and subscription gross margin of 81%, up ~90 basis points year-over-year driven by cloud optimization.

Raised FY27 Guidance and Share Actions

Raised full-year net new ARR guidance by ~$52M (midpoint net new ARR now $1.291B) and FY27 ARR guidance to $6.532B–$6.556B (24–25% growth); announced a 4-for-1 stock split and repurchased $176M of shares in Q1.

Strategic M&A and Talent Hires

Closed acquisitions of Signal and Seraphic contributing $7.8M of acquired net new ARR; hired Dr. Bartley Richardson as chief AI and autonomous systems officer to deepen AI expertise and partnerships (e.g., NVIDIA).

CrowdStrike Holdings (DE:45C) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:45C Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 02, 2026	2027 (Q2)	1.02 / -	0.807	―	―	―
Jun 03, 2026	2027 (Q1)	0.93 / 0.95	0.633	50.68% (+0.32)
Mar 03, 2026	2026 (Q4)	0.96 / 0.97	0.894	8.74% (+0.08)
Dec 02, 2025	2026 (Q3)	0.81 / 0.83	0.807	3.23% (+0.03)
Aug 27, 2025	2026 (Q2)	0.72 / 0.81	0.903	-10.58% (-0.10)
Jun 04, 2025	2026 (Q1)	0.57 / 0.63	0.807	-21.51% (-0.17)
Mar 04, 2025	2025 (Q4)	0.74 / 0.89	0.824	8.42% (+0.07)
Nov 26, 2024	2025 (Q3)	0.70 / 0.81	0.712	13.41% (+0.10)
Aug 28, 2024	2025 (Q2)	0.86 / 0.90	0.642	40.54% (+0.26)
Jun 04, 2024	2025 (Q1)	0.78 / 0.81	0.495	63.16% (+0.31)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:45C Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 03, 2026	€649.00	€598.90	-7.72%
Mar 03, 2026	€327.45	€350.55	+7.05%
Dec 02, 2025	€445.90	€448.05	+0.48%
Aug 27, 2025	€363.95	€376.35	+3.41%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.