Every material Form 8-K CrowdStrike has filed with the SEC since December 02, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
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.
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
CrowdStrike reported fourth-quarter fiscal 2026 results for the quarter ended January 31, 2026. Revenue rose 23% to $1.31 billion, and GAAP net income attributable to CrowdStrike was $38.7 million, compared with a loss of $86.3 million a year earlier. The company also gave fiscal 2027 total revenue guidance of $5.87 billion to $5.93 billion, which matters to shareholders as a forward view of growth.
Q4 total revenue was $1.31 billion, up 23% from $1.06 billion; ending ARR reached $5.25 billion, up 24%
GAAP net income attributable to CrowdStrike was $38.7 million, or $0.15 per diluted share, versus a loss of $86.3 million, or $0.35 per share, a year earlier
Fiscal 2027 total revenue guidance is $5.87 billion to $5.93 billion; Q1 fiscal 2027 total revenue guidance is $1.36 billion to $1.36 billion
Subsequent to January 31, 2026, through March 2, 2026, the company repurchased shares for $50.6 million, with $949.4 million remaining under the program
On December 22, 2025, CrowdStrike's independent directors approved a performance-based equity award for President and CEO George Kurtz, with a target of 300,000 performance stock units (PSUs). The payout depends on relative total stockholder return against S&P 500 companies over December 22, 2025 to December 22, 2028, and can range from zero to up to 600,000 shares. For shareholders, the award ties Kurtz's pay to stock performance relative to the index, while the company says it is intended to retain him.
Target award of 300,000 PSUs; no shares are earned if relative TSR falls below the 25th percentile of S&P 500 companies, and up to 600,000 shares are possible at or above the 90th percentile.
Three-year performance period runs from December 22, 2025 to December 22, 2028.
The filing cites a share price of $483.14 and market capitalization of $121.3 billion as of December 22, 2025.
The award is tied to a change-in-control provision and to Kurtz's continued service; the full terms are in Exhibit 10.1.
CrowdStrike reported third-quarter fiscal 2026 revenue of $1.23 billion, up 22% from a year earlier, and raised its full-year fiscal 2026 guidance. The company still posted a larger GAAP net loss than a year earlier, while non-GAAP net income reached a record $245.4 million.
Total revenue was $1.23 billion for the quarter ended October 31, 2025, up from $1.01 billion a year earlier.
GAAP net loss attributable to CrowdStrike was $34.0 million, or $0.14 per diluted share, compared with a loss of $16.8 million, or $0.07, a year earlier.
Non-GAAP net income per diluted share was a record $0.96, compared with $0.76 a year earlier.
Fourth-quarter fiscal 2026 total revenue guidance is $1,290.0 million to $1,300.0 million; full-year fiscal 2026 total revenue guidance is $4,796.6 million to $4,806.6 million.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every CrowdStrike filing is on SEC EDGAR ↗. 8-K briefs of other companies →