CrowdStrike Q2 Revenue Tops $1.1 Billion

(NASDAQ:CRWD) reported fiscal second quarter 2026 results on August 27, 2025, delivering record net new Annual Recurring Revenue (ARR) of $221 million (non-GAAP) and total revenue of $1.17 billion, both exceeding guidance (non-GAAP). The company achieved over 20% year-over-year ending ARR growth to $4.66 billion (non-GAAP), highlighted a strong reacceleration in customer demand, and announced its intent to acquire Onum to enhance next-gen Security Information and Event Management (SIEM) capabilities, as disclosed during the earnings call. Key insights below cover growth sustainability, strategic expansion in AI and identity, and the material impact of the Falcon Flex model. The fiscal year 2026 period ends on January 31, 2026.

ARR for next-generation cloud, identity, and SIEM solutions climbed above $1.56 billion (non-GAAP), up more than 40% year over year, contributing to total revenue growth of 21% year over year. Falcon Flex customers surpassed 1,000, and record operating income (non-GAAP) reached $255 million, or 22% of revenue. Earlier ARR guidance had anticipated this level of acceleration in the second half of fiscal 2026, but the company achieved it a quarter ahead of plan.

-- George Kurtz, Chief Executive Officer and Founder

Continue reading

Source Fool.com