NASDAQ$CRWD
Crowdstrike Holdings · Q4 2026 earnings
Q4 2026 earnings · · After market close · Investor relations
Briefing
CrowdStrike reported Q4 FY26 revenue of $1.31B with positive GAAP net income of $38.7M and non-GAAP EPS of $1.12.
Fourth-quarter revenue grew 23% to $1.31 billion; subscription revenue was $1.24 billion. Ending ARR reached $5.25 billion (+24% YoY) with record net new ARR of $331 million. GAAP net income was $38.7 million ($0.15 diluted EPS) versus a loss a year ago; non-GAAP net income was $289.1 million ($1.12 EPS). Operating cash flow was $497.9 million and free cash flow $376.4 million. FY26 net new ARR exceeded $1 billion for the first time.
- Q4 revenue $1.31B (+23%); subscription revenue $1.24B.
- Ending ARR $5.25B; record $331M net new ARR in the quarter.
- GAAP net income $38.7M; non-GAAP EPS $1.12; FCF $376M in Q4.
- Falcon Flex ARR $1.69B, up 120%+ YoY; module adoption broadening.
- Raised FY27 ARR outlook on AI-security demand.
Headline financials
Revenue & EPS history
Crowdstrike · Revenue · Quarterly
$1.31B
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
Q1 FY27 revenue is guided to $1.360–$1.364 billion with ending ARR of $5.502–$5.504 billion; FY27 revenue $5.868–$5.928 billion and non-GAAP EPS $4.78–$4.90.
Tailwinds
- Accelerating ARR growth and record pipeline entering FY27.
- Positive GAAP profitability with strong cash generation.
- AI security tailwinds and new product launches (AIDR, FalconID).
Headwinds
- GAAP still loss-making for full FY26.
- Stock-based compensation and acquisition costs remain large.
- July 19 Incident overhang noted in risk factors.
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 Q4 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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