1Mรชsยท

๐‚๐ซ๐จ๐ฐ๐๐’๐ญ๐ซ๐ข๐ค๐ž: ๐‘๐ž๐œ๐จ๐ซ๐ ๐๐ž๐ญ ๐๐ž๐ฐ ๐€๐‘๐‘ ๐š๐ง๐ ๐‚๐š๐ฌ๐ก ๐…๐ฅ๐จ๐ฐ ๐ƒ๐ซ๐ข๐ฏ๐ž ๐‘๐š๐ข๐ฌ๐ž๐ ๐…๐˜๐Ÿ๐ŸŽ๐Ÿ๐Ÿ• ๐Ž๐ฎ๐ญ๐ฅ๐จ๐จ๐ค

$CRWD (-2,55%)

โ €

๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ

โ€ข Adj. EPS: $0.31 (Est. $0.29) โœ…

โ€ข Revenue: $1.47B (Est. $1.44B) โœ…

โ€ข ARR: $5.84B, +25% YoY.

โ€ข Net New ARR: $332.8M, +51% YoY.

โ€ข Adj. Operating Income: $371.6M.

โ€ข Free Cash Flow: $377.4M vs. $283.6M YoY.

โ €

๐ŸŽฏ ๐†๐ฎ๐ข๐๐š๐ง๐œ๐ž

โ€ข Q3 FY2027 Revenue: $1.523Bโ€“$1.529B (Est. $1.51B) โœ…

โ€ข Q3 FY2027 Adj. EPS: $0.31 (Est. $0.31).

โ€ข FY2027 Revenue: $5.991Bโ€“$6.011B (Est. $5.94B) โœ…

โ€ข FY2027 Adj. EPS: $1.25โ€“$1.26 (Est. $1.23) โœ…

โ€ข FY2027 ARR: $6.603Bโ€“$6.612B.

โ€ข FY2027 Net New ARR Growth: ~34% at midpoint, raised by 630 bps.

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๐Ÿ“Œ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ

โ€ข Revenue increased 26% YoY, while ARR grew 25% to $5.84B and record net new ARR accelerated 51% to $333M.

โ€ข Falcon Flex ending ARR surged 101% YoY to more than $2.29B, highlighting accelerating adoption of CrowdStrikeโ€™s flexible platform model.

โ€ข Operating cash flow reached a Q2 record $530M and free cash flow hit a record $377M.

โ€ข CrowdStrike raised its FY2027 net new ARR growth outlook by 630 bps to approximately 34% at the midpoint following record Q2 performance and a record Q3 pipeline.

โ€ข Module adoption continued to deepen, with 51% of subscription customers using six or more modules.

โ €

๐Ÿ’ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ ๐‚๐จ๐ฆ๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ

"Q2 was the best quarter in CrowdStrike's history. Delivering record Falcon Flex results, record net new ARR, and accelerating growthโ€”the Falcon is soaring."

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