CRWD News
4 R40 articles on CrowdStrike Holdings, Inc. (CRWD). Latest, Aug 27, 2026: CrowdStrike Cleared the $285M Bar by $47M — Then Raised the Raise.
R40 Coverage
CrowdStrike Cleared the $285M Bar by $47M — Then Raised the Raise
CrowdStrike's net new ARR of $332.8M beat the implied $285M bar by 51% and the year got raised again. Underneath: $5.3M of GAAP income on $399M of stock comp.
CrowdStrike's EPS Guide Fits Inside One Post-Split Cent. The Surprise Must Come From New ARR.
CrowdStrike reports 26 August with EPS guidance that rounds to one post-split cent: $0.29. The number with room to move is net new ARR against an implied $285M.
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 praises pay 14.5-21.5% of revenue in stock compensation. Subtract it and two fall below 40. How big the gap is.
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.