CrowdStrike Holdings, Inc. (CRWD) Earnings Call Summary — Q3 FY26
CrowdStrike sells cybersecurity software that protects companies' computers and networks from hackers.
CrowdStrike Holdings, Inc. (CRWD) reported Q3 FY26 results on August 26, 2026. Earnings per share came in at $0.31 against a $0.29 consensus, so the company beat on the bottom line. Revenue of $1.47B landed above the $1.44B estimate. CRWD has beaten consensus EPS in 7 of its last 8 reported quarters. Highlights from management's remarks on the call are below.
Key highlights from the call
Operator: “Hello, and welcome to CrowdStrike Holdings, Inc.'s Fiscal Third Quarter 2026 Financial Results Conference Call.”
Chief Executive Officer & Founder: “It was a record quarter as the business continued accelerating.”
Chief Financial Officer: “As a quick reminder, unless otherwise noted, all numbers except revenue mentioned during my remarks today are non-GAAP.”
Chief Financial Officer: “And on your question with respect to Pangea, I called out that we had a de minimis impact from both a revenue standpoint and net new ARR.”
Chief Executive Officer & Founder: “Because we already have the EDR data in the platform, we can offer disruptive pricing versus our competitors.”
What moved the stock
CrowdStrike beat for fiscal Q2, posting EPS of $0.31 versus the $0.29 consensus on revenue of $1.47B against $1.44B expected. Management called it the best quarter in company history, with record net-new ARR of $332.8M up 51% year over year and a raised full-year outlook, though some commentators balk at the stock's premium multiple.