CrowdStrike ($CRWD) Earnings Breakdown

CrowdStrike's fourth-quarter fiscal 2026 results surpassed analyst expectations, with revenue climbing 23% year-over-year to $1.31 billion and non-GAAP earnings reaching $1.12 per share. The consensus estimate had projected revenue of $1.30 billion and an EPS of $1.10. A major milestone for the cybersecurity firm was surpassing $5 billion in Annual Recurring Revenue (ARR), which grew 24% year-over-year to reach $5.25 billion. The company also saw a record-breaking quarter for net new ARR, adding $331 million, a 47% increase from the previous year. For the first time, CrowdStrike posted a GAAP-profitable quarter, with net income attributable to the company standing at $38.7 million. Free cash flow also saw a significant boost, climbing 57% year-over-year to $376.4 million. Looking ahead, the company provided guidance for fiscal year 2027, projecting revenue between $5.87 billion and $5.93 billion and an adjusted EPS of $4.78 to $4.90. For the upcoming first quarter, revenue is expected to be in the range of $1.360 billion to $1.364 billion. Despite the strong performance and positive outlook, the company's stock saw a slight dip of 3-4% in after-hours trading immediately following the announcement. The results come as enterprise spending on cybersecurity remains a top priority, with analysts noting that the adoption of AI is creating additional demand for security tools. Many analysts remain positive on the stock, viewing CrowdStrike as a leader well-positioned for growth in the current threat landscape.