CrowdStrike Holdings, Inc. Q4 2026 Earnings Recap

CrowdStrike delivered impressive fiscal Q4 2026 results, achieving record growth across all key metrics, fueled by rising demand for its Falcon platform amid an evolving cybersecurity landscape.

Key Takeaways

• Achieved all-time record net new ARR of $331 million for Q4, surpassing expectations with 47% year-over-year growth.
• Ending ARR reached $5.25 billion, crossing the $5 billion milestone, representing a 24% year-over-year growth.
• Record free cash flow of $376 million for Q4, equivalent to 29% of revenue, contributing to an annual total of $1.24 billion.
• Operating income hit an all-time high of $326 million for Q4, the third consecutive quarter of record operating income.
• Strong adoption of the Falcon Flex subscription model resulted in a 120% year-over-year increase in associated ARR.