Q4 2026 CrowdStrike Holdings Inc Earnings Call Transcript
Key Points
- CrowdStrike Holdings Inc (CRWD) achieved an all-time record net new ARR of $331 million for the quarter, growing 47% year over year.
- The company crossed the $5 billion milestone in ending ARR, marking a 24% growth year over year.
- Record free cash flow of $376 million for the quarter, representing 29% of revenue.
- CrowdStrike's Falcon Flex subscription model saw significant adoption, with $1.69 billion in ending ARR, growing more than 120% year over year.
- The company's Next-Gen SIEM business grew over 75% year over year, delivering ending ARR of more than $585 million.
- The market is questioning the role of enterprise software in an agentic world, which could impact future growth.
- There is a risk of commoditization from frontier models and LLM providers, which could challenge CrowdStrike's competitive edge.
- The company faces challenges in integrating recent acquisitions like SGNL AI and Seraphic into the Falcon platform before fully scaling go-to-market.
- CrowdStrike's growth is heavily reliant on the continued adoption and security of AI, which is still in the early stages.
- The company must navigate the complexities of securing AI at every layer, including partnerships with GPU and hardware providers, which could pose operational challenges.
Hello, and welcome to CrowdStrike's fiscal fourth-quarter 2026 financial results conference call. (Operator Instructions) Please be advised that today's conference is being recorded.
I would now like to hand the call over to Andy Nowinski, Vice President of Investor Relations and Strategic Finance. Andy, please go ahead. Thank you.
Good afternoon and thank you for your participation today. With me on the call are George Kurtz, Chief Executive Officer and Founder of CrowdStrike; and Burt Podbere, Chief Financial Officer.
Before we get started, I would like to note that certain statements made during this conference call that are not historical facts, including those regarding our future plans, objectives, growth, including projections, and expected performance, including our outlook for the first quarter and fiscal year 2027, and any assumptions for fiscal periods beyond that, are forward-looking statements within the meaning of the Private
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