CrowdStrike Beats Q1 Estimates, Forecasts About $1.44 Billion Q2 Revenue, Plans 4-for-1 Stock Split
CrowdStrike reported fiscal first-quarter revenue of $1.39 billion, up 26% from a year earlier and above analysts’ estimates, while adjusted earnings per share of $1.10 also beat expectations. Annual recurring revenue rose 24% to $5.51 billion, including $255.8 million of net new ARR in the quarter, and the company said it will carry out a 4-for-1 stock split.
For the second quarter, CrowdStrike forecast revenue of $1.436 billion to $1.442 billion, broadly in line with estimates, and adjusted EPS of $1.16 to $1.17. It projected fiscal 2027 revenue of $5.915 billion to $5.959 billion and adjusted EPS of $4.88 to $4.96, while raising its full-year net new ARR growth expectation to 27.7% at the midpoint. Chief Executive Officer George Kurtz said demand to secure AI deployments accelerated after RSA and Mythos in April; shares fell more than 9% after hours, and split-adjusted trading is expected to begin July 2.
From the sources (12 posts)
@alphasenseinc$CRWD Earnings: - 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 $1.05 billion in the first quart
@stocksavvyshay$CRWD Q1 EARNINGS • Revenue $1.39B vs Est. $1.36B • EPS $1.10 vs Est. $1.07 • FCF $468M vs Est. $447M • ARR $5.5B vs Est. $5.5B • Net New ARR $256M vs Est. $249M Q2 Guidance • Revenue $1.44B vs Est. $1.44B • EPS $1.17 vs Est. $1.16 FY27
@stockmktnewzCrowdStrike $CRWD just announced it’s doing a 4:1 stock split
@wallstengine$CRWD Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.39B (Est. $1.38B) 🟡; +26% YoY 🔹 Adj. EPS: $1.10 (Est. $1.07) 🟡 🔹 ARR: $5.51B; +24% YoY 🔹 Net New ARR: $255.8M; +32% YoY 🔸 Stock Split: 4-for-1 FY Guide: 🔹 Revenue: $5.915B-$5.959B (Est. $5.9B)
@gurgavinCROWDSTRIKE JUST REPORTED EARNINGS *CROWDSTRIKE REV. $1.39 B, EST. $1.36 BILLION ( BEAT ✅ ) *CROWDSTRIKE ADJ EPS $1.10 , EST. $1.07 ( BEAT ✅ ) *CROWDSTRIKE SEES FY 2027 REV. $5.94B TO $5.91B ( BEAT ✅ ) *CROWDSTRIKE TO DO A 4:1 STOCK SP
@firstsquawkCROWDSTRIKE REPORTED STRONG Q1 RESULTS, WITH REVENUE OF $1.39 BILLION, ADJUSTED EPS OF $1.10, AND NET NEW ARR OF $255.8 MILLION, ALL ABOVE ANALYST EXPECTATIONS.
@businessCrowdStrike projected revenue figures that were broadly in line with analysts’ estimates as concern continues to mount in government and industry over the threat of hackers armed with powerful AI tools
@stocksavvyshay$CRWD JUST ANNOUNCED A 4-FOR-1 STOCK SPLIT
@thetranscript_CrowdStrike CEO @George_Kurtz: “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment" CFO: "...strong Q1 results, exceeding expectations across all guided metrics while accelerating growth & expanding
@thetranscript_$CRWD Crowdstrike CFO: "We delivered record Q1 net new ARR of $256M, record cash flow from operations of $591M & record FCF of $468 M. We are raising our full-year net new ARR growth expectations to 27.7%, at the midpoint, now an accele
@techmemeCrowdStrike reports Q1 revenue up 26% YoY to $1.39B, vs. $1.36B est., and forecasts Q2 revenue of about $1.44B, vs. $1.43B est.; CRWD drops 9%+ after hours (@samantha_subin / CNBC) (Visit Techmeme dot com for the link and full context!)
@alphasenseinc$CRWD CEO George Kurtz says the inflection in demand started at RSA at the end of March, slightly before Mythos. Every meeting with customers was about protecting AI and providing visibility into shadow AI. The biggest thing he heard was th