CrowdStrike Holdings, Inc. (Nasdaq: CRWD), today announced financial results for the fourth quarter and fiscal year 2026, ended January 31, 2026.

“FY26 will go down in our history books as CrowdStrike’s best year yet,” said George Kurtz, CrowdStrike’s Founder and CEO. “We achieved $5.25 billion in ending ARR – the fastest and only pure-play cybersecurity software company to achieve this milestone – driven by a record $1.01 billion of net new ARR, our first year exceeding $1 billion of net new ARR. We also delivered record operating and free cash flow for both the quarter and year. Our record results showcase the durability of our growth and cash flow generation. As enterprises rapidly adopt AI, CrowdStrike is mission-critical infrastructure – securing AI across every layer from GPU to agent to prompt. The AI revolution is creating a massive growth opportunity for CrowdStrike, one that our technology, team, and ecosystem are well positioned to continue winning.”

Commenting on the company’s financial results, Burt Podbere, CrowdStrike’s CFO added, “CrowdStrike delivered a record fourth quarter and fiscal year 2026, exceeding expectations across all guided metrics. The combination of accelerating growth, expanding profitability, and record cash flow generation puts CrowdStrike in rare air. With exceptional momentum across the business and a record Q1 pipeline entering FY27, we have strong conviction to once again raise our FY27 ARR outlook. The AI revolution represents a new, generational growth opportunity for CrowdStrike, and we are confident in our ability to deliver durable, profitable growth as we scale to our goal of $20 billion ending ARR in FY36.”

Fourth Quarter Fiscal 2026 Financial Highlights

• Revenue: Total revenue was $1.31 billion, a 23% increase, compared to $1.06 billion in the fourth quarter of fiscal 2025. Subscription revenue was $1.24 billion, a 23% increase, compared to $1.01 billion in the fourth quarter of fiscal 2025.
• Annual Recurring Revenue (ARR) grew 24% year-over-year to $5.25 billion as of January 31, 2026, of which $330.7 million was net new ARR added in the quarter.
• Subscription Gross Margin: GAAP subscription gross margin was 79%, compared to 77% for the fourth quarter of fiscal 2025. Non-GAAP subscription gross margin was 81%, compared to 80% in the fourth quarter of fiscal 2025.
• Income/Loss from Operations: GAAP loss from operations was $6.9 million, compared to $79.3 million in the fourth quarter of fiscal 2025. Non-GAAP income from operations was $325.8 million, compared to $224.8 million in the fourth quarter of fiscal 2025.
• Net Income/Loss Attributable to CrowdStrike: GAAP net income attributable to CrowdStrike was $38.7 million, compared to a loss of $86.3 million in the fourth quarter of fiscal 2025. GAAP net income per share attributable to CrowdStrike, diluted, was $0.15, compared to a loss of $0.35 in the fourth quarter of fiscal 2025. Non-GAAP net income attributable to CrowdStrike was $289.1 million, compared to $205.3 million in the fourth quarter of fiscal 2025. Non-GAAP net income attributable to CrowdStrike per share, diluted, was $1.12, compared to $0.81 in the fourth quarter of fiscal 2025.
• Cash Flow: Net cash generated from operations was $497.9 million, compared to $345.7 million in the fourth quarter of fiscal 2025. Free cash flow was $376.4 million, compared to $239.8 million in the fourth quarter of fiscal 2025.
• Cash and Cash Equivalents grew to $5.23 billion as of January 31, 2026.

 Full Year Fiscal 2026 Financial Highlights

• Revenue: Total revenue was $4.81 billion, a 22% increase, compared to $3.95 billion in fiscal 2025. Subscription revenue was $4.56 billion, a 21% increase, compared to $3.76 billion in fiscal 2025.
• Subscription Gross Margin: GAAP subscription gross margin was 78% for both fiscal 2026 and 2025. Non-GAAP subscription gross margin was 81%, compared to 80% in fiscal 2025.
• Income/Loss from Operations: GAAP loss from operations was $293.3 million, compared to $116.4 million in fiscal 2025. Non-GAAP income from operations was $1.05 billion, compared to $879.9 million in fiscal 2025.
• Net Income/Loss Attributable to CrowdStrike: GAAP net loss attributable to CrowdStrike was $162.5 million, compared to $15.2 million in fiscal 2025. GAAP net loss per share attributable to CrowdStrike, diluted, was $0.65, compared to $0.06 in fiscal 2025. Non-GAAP net income attributable to CrowdStrike was $956.6 million, compared to $814.6 million in fiscal 2025. Non-GAAP net income attributable to CrowdStrike per share, diluted, was $3.73, compared to $3.24 in fiscal 2025.
• Cash Flow: Net cash generated from operations was $1.61 billion, compared to $1.38 billion in fiscal 2025. Free cash flow was $1.24 billion, compared to $1.07 billion in fiscal 2025.

Share Repurchases

Subsequent to January 31, 2026 and through March 2, 2026, the Company repurchased 143,801 shares of its Class A common stock under its existing Share Repurchase Program at an average price of $351.97 per share, for an aggregate purchase price of $50.6 million. As of March 2, 2026, approximately $949.4 million remained available for future share repurchases under the Share Repurchase Program.

Recent Highlights

• CrowdStrike’s module adoption rates were 50%, 34%, and 24% for six or more, seven or more, and eight or more modules, respectively, as of January 31, 2026.
• Announced the general availability of Falcon AI Detection and Response (AIDR).
• Acquired SGNL, a leader in Continuous Identity.
• Acquired Seraphic Security, a leader in browser runtime security.
• Announced the general availability of FalconID, extending the Falcon platform with zero-friction, phishing-resistant MFA.
• Achieved ISO/IEC 42001:2023 certification, validating CrowdStrike’s disciplined, externally audited approach to the responsible design, development, and operation of AI-powered cybersecurity.
• Announced an expansion of a strategic alliance with Microsoft that allows organizations to purchase the Falcon platform on Microsoft Marketplace using their existing Microsoft Azure Consumption Commitment.
• Revealed a strategic partnership with VAST Data, combining VAST’s native data-layer governance and platform-level controls with CrowdStrike’s enterprise-grade threat detection and automated response.
• Announced new regional cloud deployments planned for Saudi Arabia, India, and the United Arab Emirates, with additional geographies to follow.
• Signed a memorandum of understanding (MoU) in Saudi Arabia with Aramco.
• Announced an integration that connects Falcon Shield with the Qualtrics XM Platform to provide organizations with real-time visibility and automated protection for user activity, permission, configurations, and data access.
• Selected by NordVPN to power its Threat Protection Pro™ feature, bringing industry-leading threat intelligence trusted by enterprises and governments to millions of consumers worldwide.
• Delivered 100% detection and 100% protection with no false positives in the 2025 MITRE ATT&CK® Enterprise Evaluations.
• Recognized as a Customers’ Choice 2025 in the Gartner® Peer Insights™ ‘Voice of the Customer for Endpoint Protection Platforms’, ‘Voice of the Customer for Application Security Posture Management (ASPM) Tools’, ‘Voice of the Customer for External Attack Surface Management’ and ‘Voice of the Customer’ for User Authentication’ reports.
• Announced the findings of a Forrester Consulting Total Economic Impact™ (TEI) study, showing that customers who replaced legacy endpoint security with CrowdStrike achieved a 273% return on investment (ROI) by reducing breach risk and simplifying security operations.
• Named Frost & Sullivan’s 2026 Company of the Year for Cloud Workload Security (CWS) and the 2025 Company of the Year for Global SaaS Security Posture Management (SSPM) for the second consecutive time.