CrowdStrike Holdings, Inc. · CRWD · Next earnings

CrowdStrike Holdings, Inc. reports Tuesday, Dec 1, 2026

CRWD reports after market close with consensus EPS at $0.31 and revenue at $1.53B. Last quarter: CrowdStrike Q1 FY27: AI-Secured Demand Lifts ARR to $5.51B, Guidance Raised

Reports After market close72 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.31 Calendar consensus
Consensus revenue $1.53B Calendar consensus
Report date Dec 1, 2026 Tuesday, date estimated
Session After market close 72 days away

Where CRWD left off: FY2027 Q1

Full report

CrowdStrike Q1 FY27: AI-Secured Demand Lifts ARR to $5.51B, Guidance Raised

EPS surprise +3.7% Reported $0.28 vs $0.27
Revenue surprise +1.7% Reported $1.39B vs $1.36B
Stock move -3.8% Event window
Subsequent drift +10.9% Up to 20 sessions

Management raised full-year net new ARR guidance by over $50M, citing AI-driven demand acceleration from the Mythos moment. This follows the prior quarter's raised FY27 ARR target of $6.5B+. Guidance sentiment was 'raised' for the second consecutive quarter, with management tone described as confident and a bullish score of 92 (up from 88 in Q4 FY26).

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI spending could slow or be reallocated away from security if enterprise budgets tighten.
  • Integration risk from recent acquisitions (Signal, Seraphic) could delay product roadmaps.
  • Increasing competition in AI-focused security from hyperscalers and large LLM providers.
  • Regulatory and compliance risk tied to emerging AI security standards and executive orders.
  • Macro-economic headwinds affecting enterprise IT subscription renewal rates.

Questions analysts left open

  • What portion of AI-related spend is incremental versus budget reallocation?
  • Timing and sustainability of the Mythos-driven demand surge.
  • Potential shift to token-based pricing models for consumption-heavy workloads.
  • Competitive landscape and ability to maintain market share in AI security.
  • Visibility into Q2 pipeline and upside beyond current guidance.

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Recent CRWD quarters

All CRWD earnings
-3.8%FY2027 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.