Crowdstrike A

CrowdStrike beat expectations in the second fiscal quarter with revenue of $1.47 billion (+26%) and adjusted EPS of $0.31. Net new ARR reached a record $333 million, up 51% year over year. The company raised its revenue guidance for fiscal 2027 to $5.99–6.01 billion and lifted the midpoint of its net new ARR growth forecast to 34% (up 630 basis points). The stock climbed sharply in premarket trading, analysts remain mostly optimistic; the successor to the departing CTO is still undecided. » More on finanzen.net

CrowdStrike recorded a record net new ARR of $333 million (up 51% year-over-year) and ARR from Falcon Flex customers of $2.29 billion (up 101% year-over-year). The company raised its forecast for net new ARR growth in fiscal 2027 by 630 basis points. CEO George Kurtz called securing AI systems the biggest market opportunity in the company’s history. » More on deraktionaer.de

CrowdStrike reported fiscal Q2 revenue of $1.47 billion (up 26% YoY) and adjusted EPS of $0.31, both beating estimates, and shares jumped about 10%. Net new annual recurring revenue (NNARR) was $333 million, up 51% YoY and ahead of Street expectations, reflecting accelerated demand for AI-native security. Management raised FY27 revenue, ARR and EPS guidance and said pipeline and customer wins—including large deals with a frontier lab and a European car maker—are at record levels. The company cited AI-driven security needs and Project Quiltworks as key growth drivers, and Fal.Con sold out ahead of the conference. » More on cnbc.com