Aug 26, 4:07 PM ET
CrowdStrike reported fiscal second-quarter 2027 revenue of $1.47 billion, up 26% from a year earlier, and GAAP net income attributable to CrowdStrike of $5.3 million, compared with a loss of $70.2 million a year earlier. The company raised its fiscal 2027 net new ARR growth guidance to 34% at the midpoint, an increase of 630 basis points, which is a significant change in its outlook for shareholders.
- Total revenue was $1.47 billion, up 26% from $1.17 billion in Q2 fiscal 2026; ARR grew 25% to $5.84 billion as of July 31, 2026.
- GAAP net income attributable to CrowdStrike was $5.3 million, or $0.01 per diluted share, versus a loss of $70.2 million, or $0.07 per share, a year earlier.
- Fiscal 2027 net new ARR growth guidance was raised to 34% at the midpoint, up 630 basis points.
- Full-year fiscal 2027 total revenue guidance is $5,991.1 million to $6,011.1 million; Q3 fiscal 2027 total revenue guidance is $1,523.2 million to $1,529.2 million.
Read the filing on SEC.gov ↗
Jun 3, 4:06 PM ET
CrowdStrike reported fiscal first-quarter 2027 results for the period ended April 30, 2026, with total revenue of $1.39 billion, up 26%, and GAAP net income attributable to CrowdStrike of $27.8 million, compared with a $104.3 million loss a year earlier. The company also raised its fiscal 2027 net new ARR growth guidance and approved a four-for-one stock split, with split-adjusted trading expected to begin July 2, 2026.
- Total revenue was $1.39 billion, up 26% from $1.10 billion; ARR grew 24% to $5.51 billion.
- GAAP diluted EPS was $0.11, compared with a loss of $0.42 in the first quarter of fiscal 2026.
- Fiscal 2027 net new ARR growth guidance was raised by 520 basis points at the midpoint, to 27.7%.
- Stockholders of record on June 25, 2026 will receive three additional shares for each share held, after the close of business on July 1, 2026.
Read the filing on SEC.gov ↗
Apr 20, 6:53 PM ET
On April 16, 2026, CrowdStrike's board approved a performance-based equity award to President Michael Sentonas with a target of 100,000 performance stock units (PSUs). The number of shares he can receive depends on the company's three-year total stockholder return relative to S&P 500 companies, ranging from zero to 200,000 shares, so the award's value to shareholders depends on future stock performance.
- Target award is 100,000 PSUs, with payouts from 0% to 200% of target based on relative total stockholder return.
- Performance period runs from December 22, 2025 to December 22, 2028; earned PSUs vest 25% each on March 20, June 20, September 20 and December 20, 2029.
- Payout is 50% of target at the 25th percentile and 200% at the 90th percentile or above; below the 25th percentile pays nothing.
- The company cites fiscal 2026 revenue of $4.81 billion and ending ARR of $5.25 billion, and a long-term ambition of $20 billion in ending ARR.
Read the filing on SEC.gov ↗
Apr 6, 8:31 AM ET
CrowdStrike's Board of Directors approved up to an additional $500 million in share repurchases, bringing the total authorization to $1.5 billion. The company has already repurchased 413,130 Class A shares for $150.6 million under the program, and the filing says repurchases will be made opportunistically with no fixed expiration date and no obligation to buy any specific number of shares.
- Board approved up to an additional $500 million of repurchases on April 6, 2026, for a total authorization of $1.5 billion
- To date, the company has repurchased 413,130 Class A shares at an average price of $364.57, for an aggregate $150.6 million
- The program has no fixed expiration date and does not require any specific number of share purchases
- CFO Burt Podbere said the company sees a disconnect between its momentum and its current valuation
Read the filing on SEC.gov ↗
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