CrowdStrike Holdings, Inc. — Form 8-K
Filed August 26, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
CrowdStrike reported Q2 FY27 results (ended July 31, 2026) with record net new ARR of $333 million, total ARR growth of 25% YoY to $5.84 billion, and total revenue of $1.47 billion (+26% YoY). The company raised full-year FY27 net new ARR growth guidance to 34% at midpoint (up 630 basis points). Falcon Flex ARR exceeded $2.29 billion with 101% YoY growth. Q2 operating cash flow was $530 million and free cash flow was $377 million (records); cash balance grew to $5.01 billion.
Why this rating
Strong execution and guidance raise are positive, but event is modest relative to $109.3B market cap (~0.3% of ARR value). Routine quarterly beat.
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