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Oct 31, 2025
Crowdstrike Q3 2026 Earnings Report
CrowdStrike posted strong Q3 results with record ARR additions and raised guidance.
Key Takeaways
CrowdStrike delivered a robust Q3 FY26 performance, achieving record net new ARR and strong non-GAAP earnings, while continuing to grow its Falcon Flex model and strategic partnerships.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
CrowdStrike raised its full-year guidance, driven by strong demand and expanding partnerships.
Positive Outlook
- Raised FY26 total revenue guidance to $4.796B–$4.806B
- Increased Q4 FY26 revenue guidance to $1.29B–$1.3B
- Raised net new ARR growth expectation for H2 FY26 to at least 50%
- Raised full-year FY26 non-GAAP net income to $949.6M–$954.0M
- Confidence in achieving 20% net new ARR growth in FY27
Challenges Ahead
- GAAP net loss widened to $34M from $17M YoY
- GAAP operating loss increased to $69M
- Loss from operations affected by higher R&D and marketing costs
- Increased costs related to July 19 incident
- Non-GAAP guidance excludes multiple significant expense categories
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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