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Sentiment · FY2027 Q2
As of FY2027 Q1, the Tellvest earnings-call sentiment score for CrowdStrike (CRWD) is 10/10.
CrowdStrike opened FY2027 with a standout quarter: total revenue grew 26% year over year to $1.39 billion, accelerating for the fourth consecutive quarter, while record Q1 net new ARR of $255.8 million (up 32%) drove ending ARR to $5.51 billion. GAAP net income turned positive at $27.8 million (GAAP EPS of $0.11, versus a year-ago loss), and non-GAAP operating margin expanded 530 basis points to 24% as record free cash flow reached $468.5 million, or 34% of revenue. Management framed the quarter around a Mythos AI inflection point, with newer growth pillars such as AIDR (ending ARR up more than 250% sequentially) and Falcon Flex (ending ARR up 99% year over year) compounding demand. On that strength, CrowdStrike raised its full-year FY2027 outlook, lifting net new ARR guidance by more than $50 million and revenue guidance to a range of $5.915 billion to $5.959 billion, and announced its first stock split, a 4-for-1. The principal watch item is that the raise is back-half weighted, with management now guiding net new ARR seasonality to roughly 42% in the first half and 58% in the second half.
Scored from CrowdStrike’s FY2027 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $1.01B | +28.5% | $-0.02 | -163.6% | 74.7% | -5.5% | -1.7% | $231M |
| FY2025 Q4 | $1.06B | +25.2% | $-0.09 | -268.2% | 74.1% | -8.1% | -8.7% | $241M |
| FY2026 Q1 | $1.10B | +19.8% | $-0.11 | -358.8% | 73.8% | -11.3% | -10.0% | $281M |
| FY2026 Q2 | $1.17B | +21.3% | $-0.08 | -263.2% | 73.5% | -9.7% | -6.6% | $285M |
| FY2026 Q3 | $1.23B | +22.2% | $-0.04 | -100.0% | 75.1% | -5.6% | -2.8% | $297M |
| FY2026 Q4 | $1.31B | +23.3% | $0.04 | +140.5% | 76.1% | 1.1% | 4.5% | $376M |
| FY2027 Q1 | $1.39B | +25.6% | $0.03 | +125.0% | 75.3% | -2.2% | 2.0% | $493M |
| FY2027 Q2 | $1.47B | +25.8% | $0.01 | +106.6% | 74.6% | -2.3% | 0.4% | $406M |
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