CrowdStrike reports $332.8 million net new ARR and raises FY27 NNARR growth 630 basis points to 34% at the midpoint

CrowdStrike Holdings, Inc. (Nasdaq: CRWD) announced results for the second quarter of fiscal 2027, ended July 31, 2026, in a Business Wire release on its investor-relations site dated August 26, 2026. The same day it furnished Form 8-K accession 0001535527-26-000029 (Date of Report August 26, 2026; file number 001-38933). Item 2.02 says the company issued a press release for the quarter ended July 31, 2026, furnished as Exhibit 99.1. Ending ARR was $5.84 billion, up 25% year over year. Net new ARR added in the quarter was $332.8 million, which the company said grew 51% year over year. Those are different metrics.

The company raised fiscal 2027 net new ARR growth guidance by 630 basis points to 34% at the midpoint. The release does not restate the prior midpoint; this page does not invent it. GAAP diluted net income per share attributable to CrowdStrike common stockholders was $0.01. Non-GAAP diluted net income per share was $0.31. Those are separate measures. After the close of trading on July 1, 2026, CrowdStrike effected a four-for-one stock split of its common stock in the form of a stock dividend; share and per-share amounts have been retroactively adjusted.

Figures below are from the re-opened IR release. The 8-K wrapper does not restate the tables. The information in Item 2.02 and Item 9.01, including Exhibit 99.1, is not deemed “filed” for purposes of Section 18 of the Exchange Act. As of July 31, 2026, annual recurring revenue was $5.84 billion, up 25% year over year. Of that, $332.8 million was net new ARR added in the quarter. The IR headline also rounds net new ARR to $333 million; this page uses the table figure, $332.8 million. The 51% is the growth rate on net new ARR, not the 25% growth rate on ending ARR. The release defines ARR as the annualized value of customer subscription contracts as of the measurement date, assuming any contract that expires during the next 12 months is renewed on its existing terms. Ending ARR from accounts that have adopted Falcon Flex exceeded $2.29 billion and accelerated growth to 101% year over year, the company said.

Total revenue was $1.47 billion, a 26% increase from $1.17 billion in the second quarter of fiscal 2026. Subscription revenue was $1.40 billion, a 27% increase from $1.10 billion. The condensed statements of operations, in thousands, print subscription revenue of $1.4 billion and total revenue of $1.47 billion for the three months ended July 31, 2026, versus $1.1 billion and $1.17 billion a year earlier. GAAP diluted net income per share attributable to CrowdStrike common stockholders was $0.01, compared with a loss of $0.07. Non-GAAP diluted net income per share was $0.31, compared with $0.23. $0.01 and $0.31 are not the same measure. GAAP loss from operations was $33.2 million (income statement $33.23 million). Non-GAAP income from operations was $371.6 million (reconciliation $371.65 million). GAAP net income attributable to CrowdStrike was $5.3 million $5.31 million). Weighted-average shares used in computing GAAP net income per share, in thousands: basic 1.02 billion; diluted 1.04 billion, after the four-for-one split. Net cash generated from operations was $530.3 million $530.27 million). Free cash flow was $377.4 million $377.41 million). Cash and cash equivalents grew to $5.01 billion $5.01 billion).

CrowdStrike is increasing its guidance for fiscal year 2027, ending January 31, 2027. Full-year printed ranges include annual recurring revenue of $6.6–$6.61 billion, total revenue of $5.99–$6.01 billion, and non-GAAP diluted net income per share of $1.25–$1.26. Third-quarter printed ranges include annual recurring revenue of $6.18–$6.19 billion, total revenue of $1.52–$1.53 billion, and non-GAAP diluted net income per share of $0.31. George Kurtz, founder and chief executive officer, said: “Q2 was the best quarter in CrowdStrike's history.” Burt Podbere, chief financial officer, cited “record net new ARR of $333 million”; that quote uses the headline rounding, not the $332.8 million table figure. The company said it has not provided the most directly comparable GAAP measures for the guided non-GAAP income, net income, and diluted EPS lines because certain items are out of its control or cannot be reasonably predicted. A conference call was scheduled at 2:00 p.m. Pacific time / 5:00 p.m. Eastern time; this page does not include a transcript. A footnote to the statements of operations reports costs (recoveries) associated with the July 19 Incident and related matters, net, of $(14.53) million for the three months ended July 31, 2026.