CrowdStrike Holdings, Inc.

Q1 FY26Software

CrowdStrike Holdings, Inc. Q1 FY26 Results — Earnings Call Analysis

Q1 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹671

Market cap₹1.7L Cr

P/E109.0

Updated29 May 2026

Read4 min read

What the Q1 FY26 call signalled

3 of 3 strong

RevenueRank 2

MarginRank 1

CapexYes

Not discussed on this call: fundraise, order book.

The short version

- For FY 2027, CrowdStrike expects annual recurring revenue (ARR) in the range of $6.466 billion to $6.516 billion, reflecting 23% to 24% year-over-year growth. - FY ’27 annual recurring revenue (ARR) expected: $6.466 billion to $6.516 billion, a 23%-24% YoY growth.

From CrowdStrike Holdings, Inc.'s Q1 FY26 earnings-call transcript · updated 29 May 2026.

Revenue & Sales Performance

Rank 2

For FY 2027, CrowdStrike expects annual recurring revenue (ARR) in the range of $6.466 billion to $6.516 billion, reflecting 23% to 24% year-over-year growth.
Net new ARR for FY 2027 is forecasted between $1.213 billion and $1.264 billion, representing 20% to 25% growth.
Total revenue is expected between $5.868 billion and $5.928 billion, up 22% to 23% over FY 2026.
Q1 FY 2027 ARR is projected at $5.502 billion to $5.504 billion, a 24% year-over-year increase.
Q1 FY 2027 net new ARR is projected at $249 million to $251 million, up 29% to 30%.
Q1 total revenue guidance is $1.360 billion to $1.364 billion, up 23% to 24%.
Strong Q1 pipeline grew 49% year-over-year, indicating continued demand acceleration.
Platform consolidation, AI adoption, and Flex subscription growth are key growth drivers supporting durable and profitable expansion.

Profitability & Margins

FY ’27 annual recurring revenue (ARR) expected: $6.466 billion to $6.516 billion, a 23%-24% YoY growth.
FY ’27 net new ARR: $1.213 billion to $1.264 billion, up 20%-25% YoY.
Total revenue for FY ’27 forecasted: $5.868 billion to $5.928 billion, a 22%-23% growth rate.
Non-GAAP operating income projected: $1.422 billion to $1.462 billion.
Non-GAAP net income attributable to CrowdStrike expected: $1.241 billion to $1.271 billion.
Non-GAAP diluted net income per share (EPS) guidance for FY ’27: $4.78 to $4.90.
Q1 FY ’27 revenue estimate: $1.360 billion to $1.364 billion, with 23%-24% YoY growth.
Q1 FY ’27 operating income expected: $308 million to $310 million.
Q1 FY ’27 EPS forecast: Approximately $1.06 to $1.07 diluted non-GAAP net income per share.

See what CrowdStrike Holdings, Inc. said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes

CrowdStrike expects capital expenditures as a percentage of revenue to be 7% to 8% in fiscal year 2027.
These investments are expected to be more weighted to the first half of FY ’27.
The company is actively integrating recent acquisitions (SGNL, Seraphic, Onum, Pangea), which will result in additional operating expenses of $74 million to $80 million in FY ’27.
Strategic investments include continued development and native integration of acquired capabilities into the Falcon platform before full go-to-market scaling.
CrowdStrike is committed to platform consolidation, AI proliferation, and Flex adoption as key growth and investment areas.
The company maintains strong cash flow generation, with record free cash flow supporting ongoing investments.

Fundraising & Capital Structure

The transcript does not mention any plans for new fundraising through debt or equity.
There is no indication of issuing new shares or taking on additional debt for financing.
The company emphasizes returning capital to shareholders opportunistically, rather than raising new capital.
Strong cash generation is highlighted, with record free cash flow of $1.24 billion for the fiscal year, suggesting no immediate need for external funding.
No forward-looking statements or guidance indicate plans for raising capital in fiscal year 2027 or beyond.

See what CrowdStrike Holdings, Inc. said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The company reported a record Q1 pipeline entering FY ’27, which grew 49% year-over-year, indicating strong demand and a robust order book.
For Q1 FY ’27, they expect annual recurring revenue (ARR) in the range of $5.502 billion to $5.504 billion, reflecting a 24% year-over-year growth.
Net new ARR guidance for Q1 FY ’27 is $249 million to $251 million, representing a 29% to 30% year-over-year growth.
For the full fiscal year 2027, expected ARR is $6.466 billion to $6.516 billion, with net new ARR of $1.213 billion to $1.264 billion, implying 20% to 25% year-over-year growth.
These figures highlight strong backlog and expected order inflows driven by broad-based demand and Flex/re-Flex subscription momentum.

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Frequently Asked Questions

What were CrowdStrike Holdings, Inc. Q1 FY26 results?

What is CrowdStrike Holdings, Inc. share price analysis?

CrowdStrike Holdings, Inc. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 109.0 with a market cap of $170,794. Investors should review the full earnings analysis for detailed insights.

Is CrowdStrike Holdings, Inc. planning capital expenditure?

- CrowdStrike expects capital expenditures as a percentage of revenue to be 7% to 8% in fiscal year 2027.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.