CrowdStrike Holdings, Inc. (CRWD) Form 8-K — Aug 26, 2026

$CRWDForm 8-KItems 2.02, 9.01Filed Aug 26, 2026, 4:07 PM ET0001535527-26-000029Original filing

CrowdStrike reported record results for its second quarter of fiscal 2027 (ended July 31, 2026), with total revenue of $1.47 billion, up 26% year over year, and record net new annual recurring revenue of $333 million, accelerating 51% year over year. Ending ARR reached $5.84 billion, up 25%, and ARR from Falcon Flex accounts exceeded $2.29 billion, up 101%. The company swung to GAAP profitability, with net income attributable to CrowdStrike of $5.3 million ($0.01 diluted EPS) versus a $70.2 million loss a year earlier, while non-GAAP diluted EPS rose to $0.31 from $0.23.

Key figures

Eps: GAAP diluted $0.01; non-GAAP diluted $0.31
Revenue: 1470897000
Guidance: Q3 FY27 revenue $1,523.2-$1,529.2 million and non-GAAP diluted EPS $0.31; FY27 revenue $5,991.1-$6,011.1 million, ARR $6,603.0-$6,611.9 million, non-GAAP diluted EPS $1.25-$1.26
Net Income: GAAP net income attributable to CrowdStrike $5.3 million (vs. $70.2 million loss prior year); non-GAAP $322.9 million
Revenue Yoy: 26%
Cash Position: 5013847000
Ending ARR: $5.84 billion, +25% year over year
Net New ARR: $333 million, +51% year over year
Stock Split: 4-for-1 effected July 1, 2026
Free Cash Flow: $377.4 million (Q2 record)
Share Repurchases: $175.6 million (first half FY27)
Operating Cash Flow: $530.3 million (Q2 record)
Falcon Flex Ending ARR: >$2.29 billion, +101% year over year
Module Adoption Rates: ["51% (6+ modules)","35% (7+ modules)","26% (8+ modules)"]
Subscription Revenue: $1.40 billion, +27% year over year
Gaap Loss From Operations: -$33.2 million
Business Acquisitions Cash: $881.4 million (first half FY27, net of cash acquired)
Fy27 Net New ARRGrowth Guidance: 34% at midpoint, raised 630 basis points
Non Gaa PIncome From Operations: $371.6 million

Price after filing

1 day: +2.0%7 days: +24.6%30 days: +36.0%

Close on the filing date to close N calendar days later (from $185.38). Historical, not a forecast.

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