🔐 CrowdStrike: Solid growth and strong fundamentals!
CrowdStrike $CRWD has once again confirmed the huge interest and need for cybersecurity services with its results. In fact, the company entered fiscal year 2026 with double-digit revenue growth, strong subscription growth and record cash flow. These numbers prove that the Falcon platform is in high demand today.
📊 Q1 in a nutshell:
Annual Recurring Revenue (ARR): $4.44 billion (+22% YoY)
New net ARR: $194 million. US$194 MILLION
Revenue: USD 1.10 billion (+20%), including USD 1.05 billion from subscriptions
Free cash flow. USD 279 MILLION
Customer retention rate: 97%
Cash position: USD 4.61 billion
Share buybacks: up to USD 1 billion
🧠 Technology & Strategy:
CrowdStrike expands the capabilities of its Falcon platform with AI features (Charlotte Agentic Response). In addition, it is extending protection to third parties and the cloud. Collaborations with Microsoft and Google Cloud further strengthen its position as a global leader in cybersecurity.
At the same time, demand for the Falcon Flexprogram is growing rapidly , with contracts exceeding $3.2 billion, more than six times last year's figure. However, given the cost environment, the company has decided to optimize its staffing structure and has laid off 5 % employees.
Market reaction
Despite the strong numbers, the stock fell by more than 5 % as the Q2 revenue outlook fell slightly short of analysts' expectations. The company expects USD 1.14-1.15bn against the estimate of USD 1.16bn. Earnings per share, however, remain above estimates.
📈 Full Year Outlook (FY2026):
Adjusted EPS: $3.44-3.56 (vs. earlier estimate of $3.33-3.45)
Revenue: USD 4.74-4.81 billion
FY2027 FCF margin target: over 30%
CrowdStrike delivers both growth and profitability, reinvesting in products and innovation. The announced US$1bn buyback is a clear signal of management confidence. In 2025, the stock will grow by more than 34 %, and since last year's shortfall, the stock has gained more than 100 %!
What is your opinion of CrowdStrike?
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