🔹 Revenue: $1.17B (Est. $1.15B) 🟢; UP +21% YoY
🔹 Adj EPS: $0.93 (Est. $0.83) 🟢; UP +6% YoY
🔹 Net New ARR: $221M (record)
Q3 Guidance:
🔹 Revenue: $1.208–1.218B (Est. $1.23B) 🔴
🔹 Adj EPS: $0.93–0.95 (Est. $0.91) 🟢
🔹 Non-GAAP Operating Income: $256–262M
FY26 Guidance:
🔹 Revenue: $4.75–4.81B (Est. $4.80B) 🟡
🔹 Adj EPS: $3.60–3.72
🔹 Non-GAAP Operating Income: $1.00–1.04B
Operational Metrics
🔹 Subscription Revenue: $1.10B; UP +20% YoY
🔹 Ending ARR: $4.66B; UP +20% YoY
🔹 Module Adoption: 48% (≥6 modules), 33% (≥7), 23% (≥8)
🔹 Over 1,000 Flex customers, 100+ re-flexes
🔹 Named Leader in multiple Gartner, IDC, and GigaOm reports
Profitability & Cash Flow
🔹 Non-GAAP Operating Income: $255M; UP +6% YoY
🔹 Non-GAAP Net Income: $237M; UP +7% YoY
🔹 Operating Cash Flow: $333M (record)
🔹 Free Cash Flow: $284M (record)
🔹 Cash & Equivalents: $4.97B
Strategic Updates
🔹 Announced intent to acquire Onum Technology to enhance Falcon Next-Gen SIEM with real-time telemetry pipeline
🔹 New AI-powered detection engine (CrowdStrike Signal) launched
🔹 Expanded Falcon Cloud Security with NVIDIA & AWS integrations
CEO Commentary
🔸 “CrowdStrike delivered an exceptional Q2 with record ARR acceleration, highlighting our leadership in cybersecurity consolidation.” – George Kurtz, CEO
CFO Commentary
🔸 “We exceeded expectations across all guided metrics, delivering record cash flow and free cash flow.” – Burt Podbere, CFO
