"CrowdStrike's Q3 fiscal 2026 results showed $1.23 billion in revenue, up 22% year over year, missing the $1.24 billion estimate. Net new annual recurring revenue hit $265 million, up 73% from last year. CEO George Kurtz called it "one of our best quarters in company history." Operating cash flow hit a record $398 million. Free cash flow reached $296 million."
"Zscaler's Q1 fiscal 2026 delivered $788 million in revenue, beating estimates by $14 million and growing 26% year over year. Non-GAAP EPS came in at $0.96, ahead of the $0.86 consensus. ARR reached $3.2 billion, up 26%. Operating cash flow surged 35% to $448 million, and free cash flow hit $413 million. The company achieved its "Rule of 78" metric, combining revenue growth and profitability."
CrowdStrike posted $1.23 billion in Q3 fiscal 2026 revenue, up 22% year-over-year, with $265 million in net new ARR and record operating cash flow of $398 million. The Falcon platform absorbed endpoint, cloud workload, and identity protection into a single-agent architecture, driving subscription revenue growth and customer consolidation. CrowdStrike highlighted partnerships with AWS, EY, and CoreWeave to position itself as a security layer for AI infrastructure. Zscaler reported $788 million in Q1 fiscal 2026 revenue, 26% growth, $3.2 billion ARR, strong cash conversion, and expanded its Zero Trust Exchange alongside acquisitions of Red Canary and SPLX to bolster AI security.
Read at 24/7 Wall St.
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