Companies
Results
CrowdStrike reports $332.8 million net new ARR and raises FY27 NNARR growth 630 basis points to 34% at the midpoint
Ending ARR $5.84 billion, +25%. Table net new ARR $332.8 million grew 51% — a different metric. GAAP diluted EPS $0.01 and non-GAAP $0.31 stay separate. FY27 NNARR growth raised 630 basis points to 34% at the midpoint.
Nathan Mercer · TickerGrove Technology Desk · Published 08-26-2026 · CrowdStrike Holdings, Inc.
Sources
CrowdStrike Holdings, Inc. Form 8-K, Item 2.02, Date of Report August 26, 2026, accession 0001535527-26-000029, furnished as Exhibit 99.1, independently re-read the same evening. IR release compared on printed numbers. The 8-K wrapper does not restate the tables.
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.
What changed
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 $1,400,291 and total revenue of $1,470,897 for the three months ended July 31, 2026, versus $1,102,945 and $1,168,952 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 $33,232 thousand). Non-GAAP income from operations was $371.6 million (reconciliation $371,649 thousand). GAAP net income attributable to CrowdStrike was $5.3 million ($5,306 thousand). Weighted-average shares used in computing GAAP net income per share, in thousands: basic 1,019,448; diluted 1,044,469, after the four-for-one split. Net cash generated from operations was $530.3 million ($530,268 thousand). Free cash flow was $377.4 million ($377,407 thousand). Cash and cash equivalents grew to $5.01 billion ($5,013,847 thousand).
CrowdStrike is increasing its guidance for fiscal year 2027, ending January 31, 2027. Full-year printed ranges include annual recurring revenue of $6,603.0–$6,611.9 million, total revenue of $5,991.1–$6,011.1 million, and non-GAAP diluted net income per share of $1.25–$1.26. Third-quarter printed ranges include annual recurring revenue of $6,184.4–$6,188.4 million, total revenue of $1,523.2–$1,529.2 million, 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 $(14,528) thousand for the three months ended July 31, 2026.
Ending ARR growth and net new ARR growth are not the same number
CrowdStrike printed ending ARR of $5.84 billion, up 25% year over year, and table net new ARR of $332.8 million, which it said grew 51%. Those percentages sit on different lines. GAAP diluted EPS of $0.01 and non-GAAP diluted EPS of $0.31 are also different measures.
Keep $332.8 million, $0.01 / $0.31, and the 34% midpoint uncollapsed
Use the table net new ARR of $332.8 million, not the headline $333 million rounding. Do not treat +51% as ending-ARR growth. Do not mix GAAP diluted EPS of $0.01 with non-GAAP $0.31. The FY27 NNARR-growth raise is +630 basis points to a 34% midpoint; the prior midpoint is not restated and is not invented here. Share counts are post-split.
What we do not know
This page does not invent the prior FY27 NNARR-growth midpoint that 630 basis points is measured against. It does not substitute headline $333 million for table $332.8 million, mix GAAP diluted EPS of $0.01 with non-GAAP $0.31, use pre-split share counts, invent a transcript or call Q&A, or treat last-year operating cash flow of $332.8 million as this quarter’s net new ARR. Current printed dollar-based gross and net retention percentages are not on this page. Exhibit 99.1 HTML on EDGAR was not used as the figure source.
Related Learn
Corrections
We do not silently rewrite a published line. A correction is a new labeled piece, not an invisible edit.
Discuss this story. Join the TickerGrove community to talk companies, earnings, and markets, or request future coverage.
Sources & evidence
Primary documents used for this piece. Internal claim-lineage notes stay off this page.
CrowdStrike Holdings, Inc.
CrowdStrike IR release, August 26, 2026
Quarter ended July 31, 2026
CrowdStrike Holdings, Inc.
Form 8-K Item 2.02, Date of Report August 26, 2026
Accession 0001535527-26-000029; file number 001-38933; furnished, not filed
Figures used in this article
Q2 FY2027 figures from the CrowdStrike IR release furnished as Exhibit 99.1. Table net new ARR is $332.8 million, not the headline $333 million rounding. GAAP diluted EPS of $0.01 stays next to non-GAAP $0.31. The FY27 NNARR-growth raise is +630 basis points to a 34% midpoint; the prior midpoint is not restated.
Figure
$332.8 million
- Entity
- CrowdStrike Holdings, Inc.
- Period / as-of
- Quarter ended July 31, 2026
- Unit / basis
- USD; table net new ARR; headline rounds the same item to $333 million
Figure
$5.84 billion / +25%
- Entity
- CrowdStrike Holdings, Inc.
- Period / as-of
- As of July 31, 2026 vs year earlier
- Unit / basis
- USD ending ARR / year-over-year growth; not the 51% NNARR growth rate
Figure
+51%
- Entity
- CrowdStrike Holdings, Inc.
- Period / as-of
- Same quarter vs year earlier
- Unit / basis
- net new ARR growth; a different metric from ending ARR +25%
Figure
$1,470,897 thousand / +26%
- Entity
- CrowdStrike Holdings, Inc.
- Period / as-of
- Three months ended July 31, 2026
- Unit / basis
- USD thousands total revenue vs $1,168,952 thousand; highlight $1.47 billion; subscription $1,400,291 thousand / +27%
Figure
$0.01
- Entity
- CrowdStrike Holdings, Inc.
- Period / as-of
- Same quarter
- Unit / basis
- GAAP diluted net income per share attributable to CrowdStrike common stockholders; not the non-GAAP $0.31
Figure
$0.31
- Entity
- CrowdStrike Holdings, Inc.
- Period / as-of
- Same quarter
- Unit / basis
- non-GAAP diluted net income per share; not the GAAP $0.01
Figure
+630 basis points to 34% midpoint
- Entity
- CrowdStrike Holdings, Inc.
- Period / as-of
- Fiscal 2027 net new ARR growth guidance
- Unit / basis
- year-over-year NNARR growth midpoint; prior midpoint not restated
Figure
$6,603.0–$6,611.9 million / $5,991.1–$6,011.1 million
- Entity
- CrowdStrike Holdings, Inc.
- Period / as-of
- Fiscal year ending January 31, 2027 management outlook
- Unit / basis
- USD millions ARR range / total revenue range; non-GAAP diluted EPS $1.25–$1.26