CrowdStrike
ConvictionContext
Subscription SaaS: module-based Falcon platform ARR plus Falcon Flex consumption-style contracts; land-and-expand across the multi-module Falcon platform with professional/managed services (MDR, OverWatch) attach
Revenue
$4.81B FY2026ended 2026-01-31); latest quarter $1.386B (Q1 FY27, ended 2026-04-30); ending ARR $5.51B (2026-04-30Rev growth
+22% YoY FY2026+26% YoY Q1 FY27; ARR +24% YoY with net new ARR +32% YoY (Q1 FY27Gross margin
GAAP subscription gross margin 78%non-GAAP 81% (Q1 FY27Op margin
GAAP -2.2%loss of $30.6M on $1.386B, Q1 FY27); non-GAAP +23.5% ($325.7M, Q1 FY27); FY26 GAAP -6.1%, non-GAAP ~22%Capex intensity
~8.7% of revenuein Q1 FY27 ($97.6M PP&E purchases plus $22.6M capitalized internal-use software = $120.2M vs $1.386B revenue); FY26 full year ~7.7% ($302.1M + $68.8M on $4.81BMarket cap
~$195B2026-07-08, stockanalysis.com; sources range ~$195-201B in early 2026-07Primary source
Reported financials — SEC EDGAR
Audited GAAP figures pulled from SEC filings · latest filing 2026-03-05. The audited primary-source spine — not financial advice.
Revenue — annual (GAAP)
FY’21
$874M
FY’22
$2.2B+156%
FY’23
$3.1B+36%
FY’24
$4.0B+29%
FY’26
$4.8B
Margins & balance sheet — FY’26
Gross margin74.7%
Operating margin-6.1%
Net margin-3.4%
Net cash$3.8B
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Full financial intelligence for CrowdStrike
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not financial advice — analyst work product for a qualified professional.