Form 10-Q · Quarterly report
CrowdStrike 10-Q, filed Aug 27, 2026
- Filed
- CIK
- 0001535527
- Accession no.
- 0001535527-26-000031
Summary
CrowdStrike's annual recurring revenue rose 25% year over year to $5.8 billion as of July 31, 2026. The company said the July 19, 2024 Falcon sensor content update incident continued to affect sales cycles and expenses, while its dollar-based net retention rate improved sequentially.
Key points
- CrowdStrike's annual recurring revenue was $5.8 billion as of July 31, 2026, up 25% year over year from $4.7 billion.
- Net new ARR was $332.8 million for the three months and $588.6 million for the six months ended July 31, 2026.
- CrowdStrike said the July 19 Incident has subjected it to lawsuits, claims and inquiries, and it expects continued legal and professional services expenses.
- CrowdStrike said its dollar-based net retention rate improved sequentially as of July 31, 2026.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. MANAGEMENT’S DISCUSSION Overview Founded in 2011, we reinvented cybersecurity for the cloud era and transformed the way cybersecurity is delivered and experienced by customers. When we started CrowdStrike, cyberattackers had an asymmetric advantage over legacy cybersecurity products that could not keep pace with the rapid changes in adversary tactics. We took a fundamentally different approach to solve this problem with the AI-native CrowdStrike Falcon platform – the first, true cloud-native unified platform built with artificial intelligence (“AI”) at the core, capable of harnessing vast amounts of security and enterprise data to deliver highly modular solutions through a single…
An excerpt of the text as filed with the SEC, cut for length.
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