CrowdStrike reported 23% YoY revenue growth and swung to a $38.7 million profit, slightly beating the $1.28 billion consensus, with ending ARR reaching $5.25 billion. The Falcon Flex consumption model drove durability, delivering $1.69 billion in Flex ARR (up over 120% YoY), a 23% re-Flex rate, and 26% average ARR expansion, with nearly 100 customers re-upping for an additional 48% lift. Management highlighted AI-driven differentiation via the Threat Graph and partnerships with NVIDIA and AMD, including sixfold usage growth in the Charlotte agentic SOC, though questions remain on sustainability amid budget pressures.

Company: CrowdStrike Holdings, Inc. (CRWD) — Q4 FY2026

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