This brief reports what CrowdStrike's 8-K earnings release, filed 2025-08-27, states, and nothing else. Every item below is a sentence the filing contains, quoted exactly and verified character-for-character against the document fetched from EDGAR. No inference is drawn and no claim is made about what any figure means.
The figures
| Metric | Value | Period |
|---|---|---|
| GAAP net loss attributable to CrowdStrike | $77.7 million | second quarter of fiscal 2025 |
| GAAP net income attributable to CrowdStrike | $47.0 million | second quarter of fiscal 2025 |
| GAAP net loss per share attributable to CrowdStrike, diluted | $0.31 | second quarter of fiscal 2025 |
| GAAP net income per share attributable to CrowdStrike, diluted | $0.19 | second quarter of fiscal 2025 |
| Non-GAAP net income attributable to CrowdStrike | $237.4 million | second quarter of fiscal 2025 |
| Non-GAAP net income per share attributable to CrowdStrike, diluted | $0.93 | second quarter of fiscal 2025 |
| Net cash generated from operations | $332.8 million | second quarter of fiscal 2025 |
| Free cash flow | $283.6 million | second quarter of fiscal 2025 |
| Cash and Cash Equivalents | $4.97 billion | July 31, 2025 |
| CrowdStrike’s module adoption rates | 48%, 33%, and 23% | July 31, 2025 |
| Long-term projected non-GAAP tax rate | 21.0% | second quarter fiscal year 2026 |
| Total revenue | $1,208.0 - $1,218.0 million | Q3 FY26 |
| Total revenue | $4,749.5 - $4,805.5 million | Full Year FY26 |
Every figure above is quoted from the filing; the sentence it was read from appears under its beat below.
The evidence, by beat
ARR / NRR / NDR growth or dilution
ARR is calculated as the annualized value of CrowdStrike’s customer subscription contracts as of the measurement date, assuming any contract that expires during the next 12 months is renewed on its existing terms.
Dollar-Based Net Retention RateCrowdStrike's dollar-based net retention rate compares its ARR from a set of subscription customers against the same metric for those subscription customers from the prior year.
seat vs consumption / usage-based pricing mix shift
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
competitive displacement / win-loss / platform consolidation
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
AI product monetisation / attach
GAAP net loss attributable to CrowdStrike was $77.7 million, compared to GAAP net income attributable to CrowdStrike of $47.0 million in the second quarter of fiscal 2025.
GAAP net income attributable to CrowdStrike of $47.0 million in the second quarter of fiscal 2025.
GAAP net loss per share attributable to CrowdStrike, diluted, was $0.31, compared to GAAP net income per share attributable to CrowdStrike, diluted, of $0.19 in the second quarter of fiscal 2025.
GAAP net income per share attributable to CrowdStrike, diluted, of $0.19 in the second quarter of fiscal 2025.
Non-GAAP net income attributable to CrowdStrike was a record $237.4 million, compared to $221.6 million in the second quarter of fiscal 2025.
Non-GAAP net income attributable to CrowdStrike per share, diluted, was a record $0.93, compared to $0.88 in the second quarter of fiscal 2025.
Net cash generated from operations was $332.8 million, compared to $326.6 million in the second quarter of fiscal 2025.
Free cash flow was $283.6 million, compared to $272.2 million in the second quarter of fiscal 2025.
Cash and Cash Equivalents grew to a record $4.97 billion as of July 31, 2025.
CrowdStrike’s module adoption rates were 48%, 33%, and 23% for six or more, seven or more, and eight or more modules, respectively, as of July 31, 20251.
Effective second quarter fiscal year 2026, CrowdStrike adopted a 21.0% long-term projected non-GAAP tax rate, reduced from the previous rate of 22.5%
Guidance for non-GAAP financial measures excludes stock-based compensation expense and related employer payroll taxes, amortization of acquired intangible assets (including purchased patents), acquisition-related expenses (credits), net, amortization of debt issuance costs and discount, mark-to-market adjustments on deferred compensation liabilities, legal reserve and settlement charges or benefits, costs (recoveries) associated with the July 19 Incident and related matters, net, strategic plan related charges, losses (gains) and other income from strategic investments, and losses (gains) on deferred compensation assets, and is adjusted for our long-term non-GAAP effective tax rate.
guidance raised/cut, outlook change
Guidance for non-GAAP financial measures excludes stock-based compensation expense and related employer payroll taxes, amortization of acquired intangible assets (including purchased patents), acquisition-related expenses (credits), net, amortization of debt issuance costs and discount, mark-to-market adjustments on deferred compensation liabilities, legal reserve and settlement charges or benefits, costs (recoveries) associated with the July 19 Incident and related matters, net, strategic plan related charges, losses (gains) and other income from strategic investments, and losses (gains) on deferred compensation assets, and is adjusted for our long-term non-GAAP effective tax rate.
Q3 FY26GuidanceFull Year FY26GuidanceTotal revenue$1,208.0 - $1,218.0 million$4,749.5 - $4,805.5 million
Q3 FY26GuidanceFull Year FY26GuidanceTotal revenue$1,208.0 - $1,218.0 million$4,749.5 - $4,805.5 million
Verification ledger
- 43 statements proposed by the extractor
- 17 verified verbatim against the fetched filing (40%)
- 26 discarded — not quotable character-for-character
The verbatim check contains no model: the extractor proposes a statement, and a deterministic substring match against the fetched text decides whether it is admissible. A proposal that does not verify is dropped.
This brief publishes no inference and no synthesis. The publication's inference layer must clear a measured second-lab confirmation threshold before it may appear; it has not, so it is absent by rule rather than by omission.