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Jan 31
Crowdstrike Q4 2026 Earnings Report
CrowdStrike reported record fourth quarter results with strong ARR growth, improved profitability, and record free cash flow.
Key Takeaways
CrowdStrike delivered 23% revenue growth, reached $5.25 billion in ARR, generated record net new ARR, achieved GAAP profitability, and produced record free cash flow in Q4.
Revenue increased 23% year over year to $1305375000.
ARR grew 24% year over year to $5250000000 with record quarterly net new ARR.
GAAP net income turned positive at $38691000.
Free cash flow reached a record $376363000.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
CrowdStrike guided for continued ARR and revenue growth in Q1 FY27 and full-year FY27 with sustained profitability.
Positive Outlook
- Q1 FY27 ARR expected between 5501800000 and 5503800000.
- Full-year FY27 ARR expected between 6465800000 and 6516400000.
- Q1 FY27 revenue expected between 1360000000 and 1364000000.
- Full-year FY27 revenue expected between 5867600000 and 5927600000.
- Full-year FY27 non-GAAP EPS expected between 4.78 and 4.90.
Challenges Ahead
- Guidance excludes certain GAAP reconciliations.
- Exposure to macroeconomic and geopolitical uncertainty.
- Competitive cybersecurity market dynamics.
- Risks related to prior July 19 incident matters.
- Dependence on continued enterprise AI adoption trends.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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