"CrowdStrike ( NASDAQ: CRWD) reports fiscal Q2 2026 earnings after the close. The cybersecurity leader is navigating a market balancing margin expansion with ARR growth acceleration. In Q1, CrowdStrike posted revenue of $1.10 billion (+20% YoY) and EPS of $0.73, but the stock dropped after results. With Falcon Flex adoption surging and Charlotte AI expanding across SOC environments, investors want proof that near-term revenue recognition headwinds won't overshadow the company's $10 billion ARR trajectory."
"Falcon Flex & Re-Flex Momentum- $3.2B+ total Flex deal value across 820 accounts; average contract length 31 months. Re-Flexes are arriving just 5-9 months into deals, accelerating ARR expansion. Charlotte AI & Agentic SOC- Charlotte AI now triages detections at machine speed, reducing SOC labor needs. Expect updates on customer adoption and AI-driven productivity gains. Next-Gen SIEM Growth- Triple-digit ARR growth; displacing Splunk and QRadar. New Falcon Adversary OverWatch integration aims to make SOC automation turnkey."
CrowdStrike reported Q1 revenue of $1.10 billion (+20% YoY) and EPS of $0.73, and is expected to report fiscal Q2 revenue of $1.15 billion and normalized EPS of $0.83. Analysts project FY2026 revenue of $4.79 billion with EPS $3.51 and FY2027 revenue $5.83 billion with EPS $4.71, implying ~19% YoY sales growth and a 20% EPS decline as the company laps a strong prior-year quarter and absorbs CCP-related revenue recognition shifts. Falcon Flex adoption has surged with $3.2B+ deal value across 820 accounts and short re-flex cycles. Charlotte AI automates detection triage at machine speed, reducing SOC labor. Next-Gen SIEM, cloud exposure management, federal certifications, and MSSP growth present expansion opportunities.
Read at 24/7 Wall St.
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