Here's the latest news on CrowdStrike's earnings, released right after the U.S. stock market closed CrowdStrike $CRWD (-2,55%)
(NASDAQ: CRWD) for the second quarter of fiscal year 2027 (released on August 26, 2026):
🚀 Top-Line Performance & Revenue Beat
CrowdStrike delivered strong results in the just-ended Q2 and beat Wall Street’s expectations:
Revenue Beat: Quarterly revenue climbed to $1.47 billion , significantly exceeding analysts’ estimates of approximately $1.44 billion.
Growth momentum: Strong momentum in the cloud security sector and high demand for AI security features (AI Detection and Response / AIDR) continue to drive top-line growth.
đź’° Profitability & EPS
Earnings per share (non-GAAP EPS): Comes in at $0.29 (down year-over-year due to continued massive investments in R&D and sales, but exactly in line with expectations or slightly above).
Valuation Context: With a forward P/E ratio in the triple-digit range, expectations had been driven extremely high in the run-up (following a strong rally since April).
đź”® Guidance & Outlook
FY27 Full-Year Forecast: Management has released an updated outlook and is targeting a range for non-GAAP EPS of approximately $1.25 to $1.x .
During the after-hours conference call, analysts focused primarily on the performance of net new ARR (Annual Recurring Revenue) and pipeline conversion among enterprise customers.
⚡ 💡 Jack’s take
A classic “beat” in the key metrics, but given the ambitious pre-earnings valuation (forward multiple above 150), Wall Street is now scrutinizing the details of the conference call with a fine-tooth comb (especially ARR growth). The platform story and the company’s leading position in AI security are rock-solid from an operational standpoint—now the outlook must meet the bulls’ high expectations!
