CrowdStrike Holdings, Inc. (CRWD) Announced Q4 2026 Earnings on March 3, 2026, Reporting "all-time record operating income of $326 million for the quarter"

CrowdStrike Holdings, Inc. reported fourth quarter fiscal 2026 total revenue of $1.31 billion, an increase of 23% over Q4 of last year.

The company posted record net new ARR of $330.7 million, bringing ending ARR to $5.25 billion.

Fourth quarter non-GAAP operating income reached a record $325.8 million, representing 25% of revenue.

Additionally, the company generated record free cash flow of $376.4 million, or 29% of revenue, for the quarter.

Full fiscal year 2026 non-GAAP operating income reached a record $1.05 billion.

Management emphasized the success of the Falcon Flex subscription model, noting the addition of more than 350 Flex customers in the fourth quarter to reach a total of over 1,600.

The company stated that 50% of subscription customers are now using 6 or more modules.

Chief Executive Officer George Kurtz highlighted that the company's endpoint business accelerated for the second consecutive quarter, driven by elevated demand for the Falcon platform amidst accelerating AI adoption.

For the first quarter of fiscal 2027, CrowdStrike expects total revenue between $1.360 billion and $1.364 billion, with non-GAAP income from operations in the range of $308 million to $310 million.

Full fiscal year 2027 guidance anticipates total revenue between $5.868 billion and $5.928 billion, and non-GAAP income from operations between $1.422 billion and $1.462 billion.

Management also indicated a change in the sales commission amortization expense period from 4 to 5 years starting in Q1, which is expected to benefit non-GAAP operating income by $85 million to $95 million for the full year.

The company shared details on its recent acquisitions of SGNL AI to provide zero standing privilege for all identities, and Seraphic to bring secure enterprise browser capabilities to the Falcon platform.

CrowdStrike also launched a new AIDR offering designed to give customers immediate visibility into employee usage of AI tools.

Regarding partnerships, management announced that CrowdStrike is now open for business on the Microsoft marketplace, allowing customers to utilize their Microsoft Azure consumption commitment dollars on Falcon.