NASDAQ$CRWD
Crowdstrike Holdings · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
CrowdStrike reported Q2 fiscal 2026 revenue of $1.17B with a GAAP net loss and annual recurring revenue of $4.66B.
Total revenue was $1.17 billion for the quarter ended July 31, 2025, up 21% year over year, while GAAP net income attributable to CrowdStrike was a loss of $77.7 million amid stock-based compensation and integration costs. Subscription revenue grew 20% and professional services revenue rose 45%. Annual recurring revenue reached $4.66 billion.
- Q2 revenue $1.17B (+21% YoY); ARR $4.66B.
- GAAP net loss reflects SBC and cost actions; subscription mix 94%.
- Falcon platform adoption and module expansion drive ARR.
- July 2024 incident remediation costs still affect comparisons.
- Platform consolidation and AI security modules support upsell.
Headline financials
Revenue & EPS history
Crowdstrike · Revenue · Quarterly
$1.17B
Revenue by segment
Crowdstrike · $1.1B total across 2 segments · Q1 2026
- Subscription$1.05B—95.2%
- Professional services$52.7M—4.8%
Forward guidance
The filing discusses CrowdStrike's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.
Tailwinds
- Platform adoption, ARR, and enterprise deal pipelines support growth.
- CrowdStrike cites demand and execution supporting the near-term outlook.
- Liquidity and balance-sheet capacity support operations and shareholder returns.
Headwinds
- GAAP profitability remained under pressure in Q2 2026.
- Macro, input costs, and FX may pressure margins quarter to quarter.
- Segment mix and one-time items can affect comparability versus prior periods.
- Stock-based compensation and competitive pricing affect GAAP earnings.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2026
+2.6%
Avg return
Earnings day
+1.9%
Avg return
5 days after
+6.7%
Avg return
30 days after
64%
18 / 28 earnings
Positive
+26.9%
Q4 2020
Best reaction
-15.6%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | +6.1% | -4.9% | — | |
| Q4 2026 | +0.8% | +10.9% | +2.0% | |
| Q3 2026 | +0.6% | -0.3% | -12.2% | |
| Q2 2026 | +12.9% | -2.2% | +13.9% | |
| Q1 2026 | +2.0% | +3.0% | -7.2% | |
| Q4 2025 | -6.3% | -20.8% | -17.6% | |
| Q3 2025 | -4.4% | -4.9% | +0.4% | |
| Q2 2025 | +0.7% | +2.8% | +5.9% | |
| Q1 2025 | +10.8% | +13.1% | +25.4% | |
| Q4 2024 | +5.0% | +2.9% | -1.5% | |
| Q3 2024 | +11.6% | +11.9% | +21.9% | |
| Q2 2024 | +11.1% | +9.9% | +14.1% | |
| Q1 2024 | -0.7% | -2.8% | -7.4% | |
| Q4 2023 | +1.0% | -6.2% | +0.2% | |
| Q3 2023 | -15.6% | -11.1% | -25.0% | |
| Q2 2023 | -4.9% | -10.2% | -13.7% | |
| Q1 2023 | +0.4% | +9.4% | +11.0% | |
| Q4 2022 | +21.8% | +16.8% | +39.2% | |
| Q2 2022 | -5.7% | -2.8% | -14.2% | |
| Q1 2022 | -6.2% | -2.5% | +14.5% | |
| Q4 2021 | +3.7% | -3.0% | +6.3% | |
| Q3 2021 | +9.3% | +15.7% | +43.6% | |
| Q2 2021 | -10.0% | -12.9% | -2.7% | |
| Q1 2021 | +3.4% | -1.0% | +13.1% | |
| Q4 2020 | +26.9% | +48.4% | +67.6% | |
| Q3 2020 | -7.4% | -13.5% | -7.7% | |
| Q2 2020 | -10.9% | -16.0% | -25.2% | |
| Q1 2020 | +17.6% | +22.2% | +35.3% | |
| Q4 2019 | — | — | — | |
| Q3 2018 | — | — | — | |
| Q2 2018 | — | — | — | |
| Q1 2018 | — | — | — | |
| Q4 2017 | — | — | — |
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