CrowdStrike Holdings, Inc. (CRWD) Earnings Call Transcripts
CrowdStrike Holdings, Inc.'s Latest Earnings Call - September 10, 2026
In the fiscal quarter ending September 2026, CrowdStrike Holdings, Inc. reported robust growth driven by innovative product launches and strong customer engagement. The company generated $2.3 billion in revenue, representing a 25% year-over-year increase, and earnings per share (EPS) of $0.75, exceeding analyst expectations. Management maintained a positive outlook, projecting revenue growth to accelerate further in the upcoming quarters, supported by the adoption of new AI-driven products like SafeMind and Guardian.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $2.3B (beat) |
| EPS | $0.75 (beat) |
| Flex Contracts | $2.3B (positive) |
| Customer Count | 10,000+ (positive) |
| AI Spend Market Size | $2.7T (positive) |
| Agentic Events Processed | $7T (positive) |
Guidance from management
Management maintained a positive outlook, projecting continued revenue growth driven by the adoption of new AI-driven products and services, with no specific revenue guidance provided for the next quarter.
What management said
Well, if you license it through Flex, it consumes Flex credit, it really consumes tokens, which again, are made available through Flex. But part of Flex, as you probably saw in the last quarter, did 935, Flex were $2.3 billion worth of total Flex contracts. And we've gone to a flex first selling motion, which means like if you wanted to sell something that wasn't flex, you'd have to get it approved up through probabl...
What analysts pressed on
Analysts expressed concerns regarding the pace of adoption for new technologies among conservative CSOs. There were questions about how CrowdStrike plans to address these challenges and ensure that their innovative products gain traction in a traditionally cautious market.
Main topics on the call
- Product Innovation and AI Integration — CrowdStrike introduced several new products at the Falcon conference, notably SafeMind, which utilizes proprietary data for continuous penetration testing. CEO George Kurtz emphasized, "the defense is always learning fro...
- Customer Engagement and Adoption — The company reported over 10,000 customers attending the Falcon conference, indicating strong engagement and interest in its products. Kurtz noted, "we had so much feedback from customers in what they wanted," which unde...
- Flex Contracts Growth — CrowdStrike's Flex contracts reached $2.3 billion, with a tripling of Flex deals compared to the previous quarter. This shift to a 'Flex first' selling motion is expected to enhance customer retention and satisfaction, a...
- Market Positioning and Competitive Advantage — Kurtz highlighted CrowdStrike's unique data advantage, stating, "we're the system of record. We're in line. We're a net data creator $7 trillion events per day." This positions the company strongly against competitors, p...
Read the full CrowdStrike Holdings, Inc. transcript (September 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. (CRWD) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 74 calls on record spanning March 19, 2020 to September 10, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 74 CrowdStrike Holdings, Inc. earnings call transcripts on record, spanning March 19, 2020 to September 10, 2026. Based on this history, CrowdStrike Holdings, Inc. reports quarterly. The most recent call on file is dated September 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- CRWD
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 74
- First call
- March 19, 2020
- Most recent
- September 10, 2026
- Reporting cadence
- quarterly