- CrowdStrike reported fiscal Q2 revenue of $1.47 billion and adjusted EPS of 31 cents, ahead of estimates of $1.44 billion and 29 cents.
- Revenue rose 26% year over year to $1.47 billion, while annual recurring revenue increased 25% to $5.84 billion and record net new ARR reached $333 million.
- CrowdStrike raised FY27 revenue guidance to $5.99 billion-$6.01 billion and adjusted EPS guidance to $1.25-$1.26; Falcon Flex accounts more than doubled year over year.
Quotes
“the best quarter in CrowdStrike's history”
“The Mythos moment translated into mass-market acceptance that AI adoption needs security, and that's CrowdStrike”
“At the end of the day, it's the platform sale”