This brief reports what CrowdStrike's 8-K earnings release, filed 2026-06-03, 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 |
|---|---|---|
| AAP net income per share attributable to CrowdStrike, diluted | $0.11 | first quarter of fiscal 2026 |
| Non-GAAP net income attributable to CrowdStrike | $283.4 million | first quarter of fiscal 2026 |
| Non-GAAP net income attributable to CrowdStrike per share, diluted | $1.10 | first quarter of fiscal 2026 |
| Net cash generated from operations | $590.9 million | first quarter of fiscal 2026 |
| Free cash flow | $468.5 million | first quarter of fiscal 2026 |
| Cash and Cash Equivalents | $4.55 billion | April 30, 2026 |
| CrowdStrike’s module adoption rates | 51%, 35%, and 25% | April 30, 2026 |
| Q1 net new ARR | $256 million | Q1 |
| Cash flow from operations | $591 million | — |
| Free cash flow | $468 million | — |
| FY27 net new ARR growth guidance | 520 basis points | FY27 |
| Q1 net new ARR | $256 million | Q1 |
| Cash flow from operations | $591 million | Q1 |
| Free cash flow | $468 million | Q1 |
| Full-year net new ARR growth expectations | 27.7% | full-year |
| Annual Recurring Revenue (ARR) | 24% | April 30, 2026 |
| Net new ARR added in the quarter | $255.8 million | April 30, 2026 |
| Total revenue | $1.39 billion | first quarter of fiscal 2026 |
| Total revenue | 26% | first quarter of fiscal 2026 |
| Subscription revenue | $1.32 billion | first quarter of fiscal 2026 |
| Subscription revenue | 26% | first quarter of fiscal 2026 |
| GAAP subscription gross margin | 78% | first quarter of fiscal 2026 |
| GAAP loss from operations | $30.6 million | first quarter of fiscal 2026 |
| GAAP net income attributable to CrowdStrike | $27.8 million | first quarter of fiscal 2026 |
| Annual recurring revenue | 5,792.6 - 5,794.6 million | Q2 FY27 |
| Annual recurring revenue | 6,531.7 - 6,555.5 million | 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.
Module adoption rates are calculated by taking the total number of customers with six or more, seven or more, and eight or more modules, respectively, divided by the total number of subscription customers (excluding Falcon Go customers).
seat vs consumption / usage-based pricing mix shift
AAP net income per share attributable to CrowdStrike, diluted, was $0.11, compared to a loss of $0.42 in the first quarter of fiscal 2026.
Non-GAAP net income attributable to CrowdStrike was $283.4 million, compared to $184.7 million in the first quarter of fiscal 2026.
Non-GAAP net income attributable to CrowdStrike per share, diluted, was $1.10, compared to $0.73 in the first quarter of fiscal 2026.
Net cash generated from operations was $590.9 million, compared to $384.1 million in the first quarter of fiscal 2026.
Free cash flow was $468.5 million, compared to $279.4 million in the first quarter of fiscal 2026.
Cash and Cash Equivalents was $4.55 billion as of April 30, 2026.
CrowdStrike’s module adoption rates grew to 51%, 35%, and 25% for six or more, seven or more, and eight or more modules, respectively, as of April 30, 2026.
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
Achieves record Q1 net new ARR of $256 million, up 32% year-over-year
Delivers record cash flow from operations of $591 million and record free cash flow of $468 million
Delivers record cash flow from operations of $591 million and record free cash flow of $468 million
Raises FY27 net new ARR growth guidance by 520 basis points at the midpoint
CrowdStrike delivered strong Q1 results, exceeding expectations across all guided metrics while accelerating growth and expanding profitability and cash flow. We delivered record Q1 net new ARR of $256 million, record cash flow from operations of $591 million, and record free cash flow of $468 million.
CrowdStrike delivered strong Q1 results, exceeding expectations across all guided metrics while accelerating growth and expanding profitability and cash flow. We delivered record Q1 net new ARR of $256 million, record cash flow from operations of $591 million, and record free cash flow of $468 million.
CrowdStrike delivered strong Q1 results, exceeding expectations across all guided metrics while accelerating growth and expanding profitability and cash flow. We delivered record Q1 net new ARR of $256 million, record cash flow from operations of $591 million, and record free cash flow of $468 million.
We are raising our full-year net new ARR growth expectations to 27.7%, at the midpoint, now an acceleration over the prior fiscal year.
Annual Recurring Revenue (ARR) grew 24% year-over-year to $5.51 billion as of April 30, 2026, of which $255.8 million was net new ARR added in the quarter.
Annual Recurring Revenue (ARR) grew 24% year-over-year to $5.51 billion as of April 30, 2026, of which $255.8 million was net new ARR added in the quarter.
Revenue: Total revenue was $1.39 billion, a 26% increase, compared to $1.10 billion in the first quarter of fiscal 2026.
Revenue: Total revenue was $1.39 billion, a 26% increase, compared to $1.10 billion in the first quarter of fiscal 2026.
Subscription revenue was $1.32 billion, a 26% increase, compared to $1.05 billion in the first quarter of fiscal 2026.
Subscription revenue was $1.32 billion, a 26% increase, compared to $1.05 billion in the first quarter of fiscal 2026.
Subscription Gross Margin: GAAP subscription gross margin was 78%, compared to 77% in the first quarter of fiscal 2026.
Income/Loss from Operations: GAAP loss from operations was $30.6 million, compared to $118.7 million in the first quarter of fiscal 2026.
Net Income/Loss Attributable to CrowdStrike: GAAP net income attributable to CrowdStrike was $27.8 million, compared to a loss of $104.3 million in the first quarter of fiscal 2026.
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 (benefits), net, losses (gains) and other expense (income) from strategic investments, and losses (gains) on deferred compensation assets, and is adjusted for its long-term non-GAAP effective tax rate.
Scope: excluding 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 (benefits), net, losses (gains) and other expense (income) from strategic investments, and losses (gains) on deferred compensation assets, and is adjusted for its long-term non-GAAP effective tax rate.
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 (benefits), net, losses (gains) and other expense (income) from strategic investments, and losses (gains) on deferred compensation assets, and is adjusted for its long-term non-GAAP effective tax rate.
Q2 FY27GuidanceFull Year FY27GuidanceAnnual recurring revenue$5,792.6 - $5,794.6 million$6,531.7 - $6,555.5 million
Q2 FY27GuidanceFull Year FY27GuidanceAnnual recurring revenue$5,792.6 - $5,794.6 million$6,531.7 - $6,555.5 million
CrowdStrike is providing the following guidance for the second quarter of fiscal 2027 (ending July 31, 2026) and increasing its guidance for fiscal year 2027 (ending January 31, 2027).
CrowdStrike is providing the following guidance for the second quarter of fiscal 2027 (ending July 31, 2026) and increasing its guidance for fiscal year 2027 (ending January 31, 2027).
Verification ledger
- 52 statements proposed by the extractor
- 33 verified verbatim against the fetched filing (63%)
- 19 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.