"FY26 will go down in our history books as CrowdStrike's best year yet. We achieved $5.25 billion in ending ARR - the fastest and only pure-play cybersecurity software company to achieve this milestone."
"Revenue came in at $1.305 billion, up 23% year over year, edging past the $1.297 billion consensus estimate. More importantly, the company posted its first-ever quarter of positive GAAP net income at $38.7 million. That's a milestone investors have been waiting on for years."
"The Falcon Flex platform, CrowdStrike's flexible consumption-based licensing model, is becoming a real growth engine, with Falcon Flex ending ARR of $1.69 billion, up over 120% year over year. Think of it as the subscription model that customers actually want to expand rather than cancel."
CrowdStrike reported Q4 FY2026 earnings that exceeded expectations, with revenue of $1.305 billion, up 23% year-over-year, surpassing the $1.297 billion consensus. The company achieved its first-ever quarter of positive GAAP net income at $38.7 million, a significant milestone. Ending ARR reached $5.25 billion, up 24% year-over-year, with net new ARR of $330.7 million in Q4 alone, up 47% year-over-year. The Falcon Flex platform, a consumption-based licensing model, emerged as a major growth driver with ending ARR of $1.69 billion, up over 120% year-over-year. The stock rose modestly in premarket trading as investors appreciated the company's ability to deliver results and provide strong guidance, preventing the sell-off seen in other richly-valued software stocks.
Read at 24/7 Wall St.
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