We are seeing every wave of AI adoption create demand for CrowdStrike. Q1 is the proof. We’re raising FY27 net new ARR year-over-year growth guidance by 520 basis points at the midpoint. Acceleration is here.
📈 Record Q1: Net new ARR of $256M, up 32% YoY, exceeding the high end of our guidance. Ending ARR reached $5.51B, accelerating to 24%+ YoY growth. Total revenue of $1.39B, up 26% YoY, accelerating for the fourth consecutive quarter.
💰 Record profitability: Q1 record non-GAAP operating income of $326M, up 62% YoY. ALL-TIME record free cash flow of $468M, 34% of revenue. Free cash flow Rule of 40 reached 59.
🚀 Falcon Flex is compounding: Flex accounts approaching $2B in ending ARR, growing 99% YoY. 480 customers have already re-flexed. Over 130 customers have re-flexed multiple times with an average 51% ending ARR uplift from their initial Flex subscription.
AI adoption is accelerating across every geography and vertical. Organizations need CrowdStrike to deploy AI safely. From frontier AI labs to the Fortune 500, security is now the prerequisite, not the afterthought.
Today we're also announcing a 4-for-1 stock split, making us more accessible for investors to join our mission.
Full earnings release, including a discussion of risks related to forward-looking statements, and FY27 outlook at https://t.co/OjO9icOv9Q.
The best AI builders want to solve the hardest problems with the best data.
That is why we’re excited to welcome Dr. Bartley Richardson to CrowdStrike as our Chief AI and Autonomous Systems Officer.
Bartley joins us from NVIDIA, where he led engineering for agentic and cybersecurity AI. He understands how to build systems that transform large-scale data challenges into autonomous, deterministic outcomes.
As adversaries weaponize AI to move faster, the demand for autonomous response has never been greater. Bartley will lead our AI strategy, accelerating our advantage and our lead on the path to security artificial general intelligence (AGI).
Read the full press release: https://t.co/xVn9biAQol
Adversary tradecraft has evolved to evade detection better than ever before.
Discover how adversaries are staying hidden and expanding the threat landscape in the CrowdStrike 2026 Global Threat Report.
Download now: https://t.co/sGDx6ma3fB
Most identity decisions are still made with almost no data.
Join us at @Identiverse to learn how Continuous Identity uses real-time telemetry + business context to drive smarter access decisions.
https://t.co/bJe5kj7pbF
“Our ability to respond to events has gone through the roof.” —David Anderson, Deputy CISO, @TravelLeisure.
After replacing its legacy SIEM with Falcon Next-Gen SIEM, investigations dropped from hours to minutes and costs fell by 50%+.
🎥 https://t.co/6NRUUv7zZd
⚡Innovating Endpoint Protection for the AI Era
CrowdStrike has been named a Leader for the seventh consecutive time in the 2026 @Gartner_inc Magic Quadrant for Endpoint Protection. For the fourth year in a row, CrowdStrike is positioned highest in Ability to Execute and furthest right in Completeness of Vision.
Learn more: https://t.co/vhhl1qeYdS
What does it take to secure 78 companies across a geopolitically sensitive region?
Watch how Guven Technology unified security operations with the CrowdStrike Falcon platform and Charlotte AI: https://t.co/cydUUIt4WN
Industry Exchanges at Fal.Con are exclusive, peer-driven conversations built for strategic insight, meaningful dialogue, and executive connection.
📍 August 31 at Fal.Con
Learn more → https://t.co/eVp6g8wCHO
Project QuiltWorks, CrowdStrike’s industry framework for securing frontier AI risk, is expanding.
Building on early momentum, we are thrilled to welcome leaders from the cyber insurance industry— @solvecyberrisk, @LibertyMutual, @Lockton, @ResilienceSays, and @MarshGlobal — extending the framework from securing frontier AI risk to mitigating financial exposure.
The Next Evolution of QuiltWorks:
As frontier AI accelerates vulnerability discovery and compresses exploitation timelines, we are uniting technical defense with financial protection. Organizations and their boards now have the industry's first and only model delivering a complete picture of frontier AI exposure, and a coordinated framework to act on it.
The expanded coalition brings together:
🔍 Technical Discovery: Continuously identify and prioritize AI risks
🛠️ Expert Remediation: Fix vulnerabilities at the speed of frontier AI
💼 Financial Mitigation: Actuarial intelligence, underwriting expertise, and financial protection
Read more: https://t.co/CetCQ6RyEX
Identity careers take more than technical skills.
At @Identiverse 2026, CrowdStrike joins leaders from @idpro_org, @WomeninID & the @diaf_org to talk growth, credibility, and turning identity work into strategic impact. More: https://t.co/dVMuunv3ah
🚀 Seven years running: CrowdStrike was named a Leader in the 2026 @Gartner_inc Magic Quadrant™ for Endpoint Protection
📈 For the fourth year in a row, CrowdStrike is positioned:
• Furthest Right in Completeness of Vision
• Highest in Ability to Execute
We believe this placement reflects our commitment to continued endpoint protection innovation in the AI era.
Learn more: https://t.co/CV23EKqsLR
100 days until Fal.Con 2026 and the 10th anniversary of Fal.Con 🎉
Join JJ and Andrew Munchbach, who’s attended every Fal.Con since day one, as they look back on how the event has evolved and share favorite moments from the years.
See you at Fal.Con: https://t.co/3sESCj9IMC
We secure the world’s AI future by securing the world’s AI leaders.
The AI era is here, and securing it requires a fundamentally new approach. Today, we’re proud to share that message in the @wsj
As AI adoption accelerates, organizations face a new reality:
• Sensitive data moving across AI systems without visibility
• AI-powered attacks increasing in speed and sophistication
• Security teams being asked to move faster than ever
That’s why CrowdStrike built an agentic cybersecurity platform designed for the AI era, unifying data, telemetry, automation, and human expertise to help organizations embrace AI with confidence, not compromise.
Read more: https://t.co/4kp2D6b5f4
CrowdStrike named a Leader in the 2026 GigaOm ITDR Radar
Stopping identity-based attacks with:
✅ Unified visibility across identity, endpoint, cloud, and SaaS
✅ Real-time detection and response
✅ Dynamic, continuous identity protection
👉 https://t.co/v49o6POG1h
The 2026 Europe Partner Symposium put partnership front and center in Dubrovnik 🇭🇷
From keynotes and breakouts to partner awards and Adriatic evenings, this week was about strengthening alignment, accelerating momentum, and celebrating the partners leading the way. 🏆
Identity doesn’t need another siloed tool. It needs a real-time control plane.
Scott Kriz explains why static IAM and PAM models fail and how Continuous Identity brings dynamic authorization to the Falcon platform.
Meet us at @Identiverse: https://t.co/vnktkiddrH
For BME, security operations changed when the team moved from alert overload to 24/7 managed detection and response with CrowdStrike.
🎬 Sean McLeod explains how Falcon Complete Next-Gen MDR helps his team focus on the harder work: https://t.co/FGpATJ5Ghl
AI is rapidly becoming part of every enterprise workflow — from code generation to customer communications and internal research.
Security teams need the same visibility and control over AI activity that they already rely on across endpoints, identities, and cloud workloads.
Today, CrowdStrike announced a new integration with Claude’s Compliance API, bringing Claude Enterprise and Claude Platform activity into the CrowdStrike Falcon platform.
By unifying AI activity with endpoint, identity, and cloud telemetry, organizations can:
✅ Extend visibility into enterprise AI usage
✅ Detect and investigate AI-related threats with broader context
✅ Automate response workflows at machine speed
✅ Apply governance and policy enforcement at scale
As AI adoption accelerates, AI activity can’t exist outside the security operations picture.
Read the announcement: https://t.co/fBZQq61a6G