This brief reports what CrowdStrike's 8-K earnings release, filed 2026-03-03, 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 |
|---|---|---|
| Non-GAAP net income attributable to CrowdStrike per share, diluted | $1.12 | fourth quarter of fiscal 2025 |
| Net cash generated from operations | $497.9 million | fourth quarter of fiscal 2025 |
| Free cash flow | $376.4 million | fourth quarter of fiscal 2025 |
| Cash and Cash Equivalents | $5.23 billion | January 31, 2026 |
| Total revenue | $4.81 billion | fiscal 2025 |
| Subscription revenue | $4.56 billion | fiscal 2025 |
| GAAP subscription gross margin | 78% | fiscal 2026 and 2025 |
| Non-GAAP subscription gross margin | 81% | fiscal 2025 |
| GAAP loss from operations | $293.3 million | fiscal 2025 |
| Non-GAAP income from operations | $1.05 billion | fiscal 2025 |
| GAAP net loss attributable to CrowdStrike | $162.5 million | fiscal 2025 |
| GAAP net loss per share attributable to CrowdStrike, diluted | $0.65 | fiscal 2025 |
| Non-GAAP net income attributable to CrowdStrike | $956.6 million | fiscal 2025 |
| Non-GAAP net income attributable to CrowdStrike per share, diluted | $3.73 | fiscal 2025 |
| Net cash generated from operations | $1.61 billion | fiscal 2025 |
| Free cash flow | $1.24 billion | fiscal 2025 |
| CrowdStrike’s module adoption rates | 50%, 34%, and 24% | January 31, 2026 |
| Company repurchases of Class A common stock | 143,801 shares, $351.97 per share, $50.6 million aggregate | Subsequent to January 31, 2026 and through March 2, 2026 |
| Remaining availability for future share repurchases | $949.4 million | March 2, 2026 |
| Detection and protection in 2025 MITRE ATT&CK® Enterprise Evaluations | 100% detection and 100% protection | 2025 |
| Return on investment (ROI) for customers replacing legacy endpoint security with CrowdStrike | 273% | — |
| Annual recurring revenue | $5,501.8 - $5,503.8 million | Q1 FY27 |
| Annual recurring revenue | $6,465.8 - $6,516.4 million | Full Year FY27 |
| Total revenue | $1,360.0 - $1,364.0 million | Q1 FY27 |
| Total revenue | $5,867.6 - $5,927.6 million | Full Year FY27 |
| Non-GAAP income from operations | $308.0 - $310.4 million | Q1 FY27 |
| Non-GAAP income from operations | $1,422.2 - $1,462.2 million | Full Year FY27 |
| Non-GAAP net income attributable to CrowdStrike | $275.2 - $277.1 million | Q1 FY27 |
| Non-GAAP net income attributable to CrowdStrike | $1,241.0 - $1,271.1 million | Full Year FY27 |
| Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted | $1.06 - $1.07 | Q1 FY27 |
| Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted | $4.78 - $4.90 | Full Year FY27 |
| Weighted average shares used in computing non-GAAP net income per share attributable to common stockholders, diluted | 259 million | Q1 FY27 |
| Weighted average shares used in computing non-GAAP net income per share attributable to common stockholders, diluted | 260 million | Full Year FY27 |
| Non-GAAP tax rate | 21.0% | Q1 FY27 |
| Non-GAAP tax rate | 21.0% | Full Year FY27 |
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.
CrowdStrike'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.
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. CrowdStrike's dollar-based net retention rate reflects customer renewals, expansion, contraction and churn, and excludes revenue from its incident response and proactive services.
seat vs consumption / usage-based pricing mix shift
Non-GAAP net income attributable to CrowdStrike per share, diluted, was $1.12, compared to $0.81 in the fourth quarter of fiscal 2025.
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.
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.
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.
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.
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.
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.
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.
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.
Delivered 100% detection and 100% protection with no false positives in the 2025 MITRE ATT&CK® Enterprise Evaluations.
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.
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.
guidance raised/cut, outlook change
Annual recurring revenue$5,501.8 - $5,503.8 million$6,465.8 - $6,516.4 million
Annual recurring revenue$5,501.8 - $5,503.8 million$6,465.8 - $6,516.4 million
Total revenue$1,360.0 - $1,364.0 million$5,867.6 - $5,927.6 million
Total revenue$1,360.0 - $1,364.0 million$5,867.6 - $5,927.6 million
Non-GAAP income from operations$308.0 - $310.4 million$1,422.2 - $1,462.2 million
Non-GAAP income from operations$308.0 - $310.4 million$1,422.2 - $1,462.2 million
Non-GAAP net income attributable to CrowdStrike$275.2 - $277.1 million$1,241.0 - $1,271.1 million
Non-GAAP net income attributable to CrowdStrike$275.2 - $277.1 million$1,241.0 - $1,271.1 million
Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted$1.06 - $1.07$4.78 - $4.90
Non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted$1.06 - $1.07$4.78 - $4.90
Weighted average shares used in computing non-GAAP net income per share attributable to common stockholders, diluted259 million260 million
Weighted average shares used in computing non-GAAP net income per share attributable to common stockholders, diluted259 million260 million
Non-GAAP tax rate21.0%21.0%
Non-GAAP tax rate21.0%21.0%
Verification ledger
- 40 statements proposed by the extractor
- 38 verified verbatim against the fetched filing (95%)
- 2 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.