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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Saket Kalia | Barclays | 8 questions · 0% challenging |
| Brian Essex | JPMorgan | 8 questions · 0% challenging |
| Matt Hedberg | RBC Capital Markets | 8 questions · 0% challenging |
| Gabriela Borges | Goldman Sachs | 8 questions · 0% challenging |
| Joe Gallo | Jefferies | 7 questions · 0% challenging |
| Roger Boyd | UBS | 6 questions · 0% challenging |
| Tal Liani | Bank of America | 5 questions · 40% challenging |
| Fatima Boolani | Citigroup | 4 questions · 50% challenging |
| Andy Nowinski | Wells Fargo | 4 questions · 0% challenging |
| Patrick Colville | Scotiabank | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Goldman Sachs | 1 analyst | 8 questions · 0% challenging |
| JPMorgan | 1 analyst | 8 questions · 0% challenging |
| RBC Capital Markets | 1 analyst | 8 questions · 0% challenging |
| Barclays | 1 analyst | 8 questions · 0% challenging |
| Jefferies | 1 analyst | 7 questions · 0% challenging |
| Bank of America | 2 analysts | 6 questions · 33% challenging |
| UBS | 1 analyst | 6 questions · 0% challenging |
| Morgan Stanley | 3 analysts | 5 questions · 0% challenging |
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.
Competitive Dynamics | Demand | Cloud & AI | Revenue Growth | Subscriber Growth | Guidance Reliability | Innovation & R&D | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 2 | 3 | 1 | 5 | 4 | 4 | 2 | |
| 2025Q4 | 3 | 3 | 5 | 3 | 1 | 2 | ||
| 2026Q1 | 4 | 4 | 2 | 3 | 5 | 2 | 2 | 1 |
| 2026Q2 | 6 | 3 | 4 | 4 | 1 | 2 | 3 | 1 |
| 2026Q3 | 4 | 4 | 3 | 2 | 4 | 4 | 2 | |
| 2026Q4 | 5 | 3 | 6 | 1 | 1 | 1 | 2 | 1 |
| 2027Q1 | 2 | 7 | 4 | 3 | 3 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Competitive Dynamics | 2 | 3 | 4 | 6 | 4 | 5 | 2 |
| Demand | 3 | 4 | 3 | 4 | 3 | 7 | |
| Cloud & AI | 1 | 3 | 2 | 4 | 3 | 6 | 4 |
| Revenue Growth | 5 | 5 | 3 | 4 | 2 | 1 | |
| Subscriber Growth | 4 | 3 | 5 | 1 | 4 | 1 | |
| Guidance Reliability | 4 | 1 | 2 | 2 | 1 | 3 | |
| Innovation & R&D | 2 | 2 | 3 | 4 | 2 | ||
| Pricing | 2 | 1 | 1 | 2 | 1 | 3 |
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Calendar quarter Q2 2026Earnings call Jun 3, 2026
FY2027 Q1 in brief
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.
Newest quarter FY2027 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for CrowdStrike (CRWD), FY2027 Q1: 10/10. Scores: CrowdStrike’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CRWD daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +25.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| 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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What CRWD and other companies said about each other on FY2027 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We continue to expand the Dell AI factory ecosystem with partners including NVIDIA, Google Cloud, OpenAI, SpaceX AI, ServiceNow, Palantir, Mistral, and CrowdStrike.”
CrowdStrike is named as a Dell AI factory ecosystem partner.
“Previously, we highlighted our collaboration with partners like Zoom and CrowdStrike.”
HP cited CrowdStrike among its software partners collaborating on its AI PC / edge software stack.
“we closed the acquisitions of Signal and Seraphic in the first quarter”
CrowdStrike closed its acquisition of Seraphic in the first quarter, adding to acquired net new ARR.
“we closed the acquisitions of Signal and Seraphic in the first quarter”
CrowdStrike closed its acquisition of Signal, whose identity/authorization technology it is integrating into its next-gen identity offering.
“Kroll, who recently replaced their incumbent next gen endpoint vendor with CrowdStrike, brought us into a clothing manufacturer which is becoming a new logo account on the back of a QuiltWorks assessment.”
Kroll switched its endpoint vendor to CrowdStrike (a competitive takeaway) and is channeling new-logo deals to CrowdStrike via QuiltWorks assessments.
“Accenture, IBM, Kroll, and OpenAI, joined us to use the latest OpenAI and anthropic models for QuiltWorks engagements.”
IBM joined CrowdStrike's Project QuiltWorks coalition, using frontier models for vulnerability-remediation engagements.
“Partners including Accenture, AWS, Anthropic, Deloitte, NVIDIA, OpenAI, and Salesforce are building specialized security agents that operate natively on Falcon data.”
Accenture is named among AgentWorks ecosystem partners building specialized security agents on CrowdStrike's Falcon platform.
“Partners including Accenture, AWS, Anthropic, Deloitte, NVIDIA, OpenAI, and Salesforce are building specialized security agents that operate natively on Falcon data.”
Salesforce is named among AgentWorks ecosystem partners building specialized security agents on CrowdStrike's Falcon platform.
“Partners including Accenture, AWS, Anthropic, Deloitte, NVIDIA, OpenAI, and Salesforce are building specialized security agents that operate natively on Falcon data.”
AWS is named among AgentWorks ecosystem partners building specialized security agents natively on CrowdStrike's Falcon platform.
“He joins CrowdStrike from longtime strategic partner NVIDIA, where he led Agentic AI and cybersecurity AI. Bartley deepens our Nvidia collaboration and furthers our verticalization of AI into cybersecurity.”
CrowdStrike calls NVIDIA a longtime strategic partner and says a new AI-officer hire from NVIDIA deepens the collaboration on agentic and cybersecurity AI.
“CrowdStrike was the only cybersecurity company selected by both Anthropic and OpenAI from the very start to secure these new models”
CrowdStrike was selected by OpenAI (Trusted Access for Cyber) to secure its new models, a signal for OpenAI building a cybersecurity ecosystem around releases.
“CrowdStrike was the only cybersecurity company selected by both Anthropic and OpenAI from the very start to secure these new models”
CrowdStrike was selected by Anthropic to secure its new frontier models from launch, a signal for Anthropic prioritizing security partnerships for model releases.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CRWD CrowdStrike | 10 | +25.6% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| CPAY Corpay | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| CRWV CoreWeave, Inc. Class A Common Stock | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FFIV F5, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FTNT Fortinet | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| GDDY GoDaddy | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| GEN Gen Digital | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| IOT Samsara Inc. | 10 | +30.5% | |
| MDB MongoDB, Inc. | 9 | +25.3% | |
| MSFT Microsoft Corporation | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| NET Cloudflare, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ORCL Oracle Corporation | 9 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PATH UiPath Inc. | 9 | +17.3% | |
| PLTR Palantir Technologies | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| SNPS Synopsys | 7 | +41.9% | |
| TWLO Twilio Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| VRSN Verisign | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| XYZ Block, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ZS Zscaler | 9 | +25.4% |
Newest-quarter details for 13 peers (score, revenue, headline, themes and macro signals) are available with Pro.