CrowdStrike Holdings, Inc. (CRWD) Earnings Call Transcripts

CrowdStrike Holdings, Inc.'s Latest Earnings Call - September 2, 2026

In the fiscal quarter ended September 2, 2026, CrowdStrike Holdings, Inc. (CRWD:US) reported a significant acceleration in revenue growth, driven by strong demand for its AI security solutions. The company achieved revenue of $2.1 billion, exceeding the consensus estimate of $1.9 billion, representing a 35% year-over-year increase. Earnings per share (EPS) were reported at $0.75, beating expectations by $0.10. Management maintained its optimistic guidance for the upcoming fiscal year, projecting revenue growth of over 30% and reaffirming its commitment to expanding its AI-driven product offerings, particularly the new Safe Mind platform.

Reported metrics

Guidance from management

Management maintained its revenue growth guidance of over 30% for the upcoming fiscal year, indicating confidence in the demand for AI security solutions and the successful rollout of the Safe Mind platform.

What management said

Cloud next-gen, you guys really -- you really use the full stack I think one of the questions that I heard a lot earlier in the year and maybe one of the questions that's on everybody's minds here is like, why didn't you guys just Cloud code your way to CrowdStrike. That was when Frontier labs really came out and came out with some really cool harnesses and I think the technology really evolved. That was sort of one ...

Perfect. Well, I think that's really a clear way to capture the question, the creative question of, can you cloud code your way to CrowdStrike and you heard the answer right there from Anthropic themselves. So maybe moving along a little bit into some of the last 12 or so months, and really, it started a lot earlier than that. Anthropic and CrowdStrike working together as a partner. Let's maybe go there next. And w...

What analysts pressed on

Analysts expressed concerns about the competitive landscape, particularly regarding the rapid adoption of AI security solutions by other vendors. There were questions about how CrowdStrike plans to differentiate its offerings and maintain its market position amidst increasing competition in the AI security space.

Main topics on the call

• AI Security Demand Surge — Management highlighted a 'massive opportunity' in AI security, with George Kurtz stating, 'If you think there is going to be more AI in a year, in 3 years and 5 years than there is today, then by definition, you're going...
• Launch of Safe Mind — CrowdStrike introduced its Safe Mind platform, which combines Red Tempest and Blue Solano models for enhanced security. Kurtz emphasized, 'Safe Mind is about harnessing all this power... to the advantage of the Defender,...
• Token Pricing Strategy — The company is implementing a new token pricing model to facilitate access to its AI security solutions. Burt Podbere noted, 'We're going to price tokens appropriately to be able to have the cost bake into those tokens s...
• Increased Focus on Identity Security — CrowdStrike is enhancing its identity security offerings, integrating next-gen identity solutions into its platform. Michael Sentonas stated, 'There's not a customer that I've spoken to that said to me, 'I love my PAM,' ...

Read the full CrowdStrike Holdings, Inc. transcript (September 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 72 CrowdStrike Holdings, Inc. earnings call transcripts on record, spanning March 19, 2020 to September 2, 2026. Based on this history, CrowdStrike Holdings, Inc. reports quarterly. The most recent call on file is dated September 2, 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

72

First call

March 19, 2020

Most recent

September 2, 2026

Reporting cadence

quarterly