The combination of accelerating net new ARR growth (+32% YoY), raised full-year guidance, and a stock split signals strong momentum and management confidence. Watch for continued Falcon Flex adoption and AI-related deal flow as catalysts. The stock split may attract retail interest, but the fundamental story is the durable growth acceleration.
Price Chart
Executive Summary
CrowdStrike reported a strong Q1 FY27 beat, with revenue of $1.39B (+26% YoY) and non-GAAP EPS of $1.10 (+50.7% YoY), both exceeding consensus. The company raised its full-year net new ARR growth guidance by 520 bps to 27.7% at the midpoint and announced a 4-for-1 stock split. Record Q1 net new ARR of $256M (+32% YoY) and record free cash flow of $468M underscore accelerating growth and expanding profitability.
Key Financial Metrics
Key Facts
- Total revenue of $1.39B, +26% YoY, above $1.36B consensus
- Non-GAAP EPS of $1.10, +50.7% YoY, above $1.07 consensus
- Record Q1 net new ARR of $256M, +32% YoY
- Ending ARR of $5.51B, +24% YoY
- Record operating cash flow of $591M and record FCF of $468M
- Raised FY27 net new ARR growth guidance by 520 bps to 27.7% at midpoint
- Announced 4-for-1 stock split, effective July 2, 2026
- Module adoption rates expanded to 51%/35%/25% for 6+/7+/8+ modules
Financial Impact
Revenue beat consensus by ~$30M (2.2%); non-GAAP EPS beat by $0.03 (2.8%); raised FY27 revenue guidance to $5.91B-$5.96B from prior $5.87B-$5.93B
Risk Factors
- July 19 Incident legal and remediation costs remain a contingent liability
- GAAP net income still modest at $27.8M vs $5.2B cash balance — profitability is non-GAAP driven
- Competitive pressure from Microsoft and legacy endpoint vendors
- Macroeconomic uncertainty could slow enterprise spending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001535527-26-000022 |
| Document: crwd-20260603.htm | 0001535527-26-000022 |
| Document: 0001535527-26-000022-index-headers.html | 0001535527-26-000022 |
| Document: 0001535527-26-000022-index.html | 0001535527-26-000022 |
| Document: 0001535527-26-000022.txt | 0001535527-26-000022 |
| 8-K Data (Synthetic) | 0001535527-26-000022 |
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