CRWD
CrowdStrike Holdings, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for CrowdStrike Holdings, Inc..
Coverage
Our Own Explainer Says the Rule of 40 Captures Stock Compensation 'Not Perfectly'. Here Is How Imperfectly.
The four companies our Rule of 40 explainer holds up as the metric working properly pay between 14.5% and 21.5% of revenue in stock-based compensation. Subtract it and two of the four fall below 40. Between a third and four fifths of the free cash flow making up the profitability half of those scores is matched, in the same quarter, by stock issued to employees.
CrowdStrike Q1 FY2027: Record Net New ARR, Raised Guidance, and a First-Ever Stock Split
CrowdStrike's fiscal Q1 2027 revenue grew 26% to $1.39 billion and net new ARR hit a record $256 million, prompting management to raise full-year ARR growth guidance and the board to approve the company's first-ever stock split. We break down the numbers, the AI-security narrative, and the ongoing recovery from the July 2024 global outage.
Earnings release dates
| Quarter | End date | Publication date | Release |
|---|---|---|---|
| 2027 Q1 | 2026-04-30 | 2026-06-03 | Details → |
| 2026 Q4 | 2026-01-31 | Details → | |
| 2026 Q3 | 2025-10-31 | Details → | |
| 2026 Q2 | 2025-07-31 | Details → | |
| 2026 Q1 | 2025-04-30 | Details → | |
| 2025 Q4 | 2025-01-31 | Details → | |
| 2025 Q3 | 2024-10-31 | Details → | |
| 2025 Q2 | 2024-07-31 | Details → | |
| 2025 Q1 | 2024-04-30 | Details → | |
| 2024 Q4 | 2024-01-31 | Details → | |
| 2024 Q3 | 2023-10-31 | Details → | |
| 2024 Q2 | 2023-07-31 | Details → |
Company History
George Kurtz, Dmitri Alperovitch, and Gregg Marston found CrowdStrike to build a cloud-native endpoint security platform.
CrowdStrike goes public on the Nasdaq Global Select Market under ticker CRWD, pricing 18 million shares at $34.00 and debuting on June 12, 2019.
CrowdStrike introduces Charlotte AI, a generative-AI security analyst embedded in the Falcon platform, beginning its pivot toward AI-driven security automation.
On July 19, 2024, a mismatched Falcon sensor content update crashes millions of Microsoft Windows systems worldwide, causing the largest IT outage in history and an estimated $10 billion-plus in global losses; the incident becomes a major overhang on GAAP earnings and customer trust through fiscal 2025 and into fiscal 2026.
CrowdStrike launches the Charlotte AI AgentWorks Ecosystem with AWS, NVIDIA, OpenAI, and other partners, reports record fiscal Q1 2027 net new ARR, and the board approves the company's first-ever stock split, a 4-for-1 split effective July 2, 2026, following a roughly 60% year-to-date share price rally.
