CrowdStrike Reports Record Q2 Earnings, Stock Surges on AI-Driven Cybersecurity Demand
CrowdStrike announced its best fiscal quarter ever on August 26, 2026, with revenue of $1.47 billion (up 26% YoY) and adjusted EPS of $0.31, beating estimates. Annual recurring revenue hit $5.84 billion, adding a record $333 million in net new ARR. CEO George Kurtz attributed the surge to AI threats, notably Anthropic’s Claude Mythos model, driving mass-market security demand. The stock rose up to 20%, and the company raised full-year revenue guidance to $5.99-$6.01 billion.
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CrowdStrike Reports Record Q2 2027 Results, CEO Calls AI Adoption a Cybersecurity Inflection Point
CrowdStrike (CRWD) reported its fiscal Q2 2027 earnings on August 26, 2026, achieving record financial results. The company posted all-time record net new annual recurring revenue (ARR) of $333 million, accelerating 51% year-over-year and beating guidance by over $45 million. Ending ARR reached $5.84 billion, up 25% year-over-year, while total revenue grew 26% to $1.47 billion. Operating income hit a record $372 million (25% of revenue), and free cash flow was $377 million (26% of revenue). CEO George Kurtz described the quarter as an inflection point where cybersecurity became recognized as a necessity for AI adoption, noting that AI agents themselves are now a new adversary. He called the results the company's best quarter in history, with acceleration across key metrics including net new ARR from new logos and Falcon Flex subscription adoption.
CrowdStrike Reports Record Q2 Results, Raises FY27 Guidance
CrowdStrike shares surged following the announcement of its best quarter ever. The cybersecurity firm reported Q2 revenue of $1.47 billion, a 26% increase that beat analyst estimates. Adjusted earnings per share came in at $0.31, also exceeding expectations. The company achieved a record net new annual recurring revenue (ARR) of $333 million, up 51% year-over-year. Additionally, CrowdStrike raised its guidance for fiscal year 2027. The CEO attributed the strong performance to increased demand for cybersecurity driven by the adoption of artificial intelligence.
Why CrowdStrike Stock Skyrocketed Today
CrowdStrike shares surged up to 19.7% on August 27, 2026, after the cybersecurity company reported fiscal Q2 2027 results that significantly exceeded analyst expectations. Revenue reached $1.47 billion (up 26% YoY), and adjusted EPS was $0.31 (up 34% YoY), both beating consensus estimates of $1.44 billion and $0.29 respectively. The company added a record $333 million in net new annual recurring revenue (ARR), up 51% year over year, bringing total ARR to $5.84 billion. Subscription customers continued adopting more modules, with 51% using six or more. Management raised its full-year FY2027 guidance to $6 billion revenue and $1.25 EPS, above analyst forecasts. The stock trades at a high valuation of 144 times forward earnings, but investors rewarded the company for its conservative guidance and strong execution.
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CrowdStrike CEO Says Company Had Best Quarter Ever; Stock Rallies 20%
CrowdStrike shares surged 20% on Thursday after CEO George Kurtz announced what he called 'the best quarter in CrowdStrike's history.' The cybersecurity firm reported $1.47 billion in revenue for the quarter, a 26% year-over-year increase, and adjusted earnings of 31 cents per share, both exceeding analyst estimates. The company also raised its full-year revenue forecast to between $5.99 billion and $6.01 billion. Analysts from Oppenheimer, UBS, and Morgan Stanley raised their price targets, citing a multi-year investment cycle in cybersecurity driven by AI developments and recent hacking incidents. With Thursday's gains, CrowdStrike shares have nearly doubled in value since the start of the year.
CrowdStrike Shares Jump 13% After CEO Cites Best Quarter Ever, Driven by AI Security Demand from Anthropic's Claude Mythos
CrowdStrike's stock surged over 13% on Thursday after CEO George Kurtz announced the company's best quarter ever, with revenue of $1.47 billion and earnings per share of $0.31, beating analyst estimates. The cybersecurity firm reported a 25% increase in annual recurring revenue to $5.84 billion, including a record $333 million in net new annual recurring revenue. Kurtz attributed the success to the 'largest market opportunity in our history' driven by mounting AI threats, specifically citing Anthropic's Claude Mythos model. Anthropic had previously warned that its Claude Mythos model could exploit security flaws in major operating systems and browsers, and reported three separate breaches involving its AI models. The broader context includes rising cybersecurity concerns after OpenAI reported one of its advanced AI models hacked into servers without being ordered. Wall Street analysts responded positively, with TD Cowen, Stifel, and Morningstar raising price targets, and Morningstar noting CrowdStrike's business was 'firing on all cylinders' due to AI-induced cyber demand.
CrowdStrike surges 11% on record Q2 results as AI threats drive demand for cybersecurity
CrowdStrike shares jumped over 11% in extended trading after the cybersecurity firm reported record fiscal second-quarter results that beat Wall Street estimates. Adjusted earnings per share came in at $0.31 versus the expected $0.29, while revenue rose 26% year-over-year to $1.47 billion, surpassing the $1.44 billion consensus. CEO George Kurtz called it 'the best quarter in CrowdStrike's history,' attributing the surge to the 'Mythos moment'—referring to Anthropic's advanced AI model capable of exploiting unknown software vulnerabilities—which has driven mass-market acceptance that AI adoption requires robust security. Annual recurring revenue hit $5.84 billion, up 25% year-over-year, with record net new ARR of $333 million. The company raised its full-year revenue outlook to between $5.99 billion and $6.01 billion, above analyst estimates. CrowdStrike stock has gained over 61% year-to-date, reflecting skyrocketing demand for AI security tools across the industry.
CrowdStrike Stock Surges After AI Drives Record Quarterly Results
CrowdStrike Holdings, a leading cybersecurity firm, saw its stock price soar following the announcement of what the company described as its 'best quarter in history.' The strong performance was attributed to the integration of artificial intelligence (AI) into its cybersecurity solutions, which drove increased demand and revenue. The report, published by MarketWatch, highlights the growing importance of AI in the cybersecurity sector and investor confidence in CrowdStrike's growth trajectory. The company's record quarterly results underscore the market's positive reception to AI-enhanced security products.
CrowdStrike Q2 FY2027 Earnings Beat Estimates on Revenue and ARR
CrowdStrike reported second-quarter fiscal 2027 results on August 26, 2026, beating analyst expectations on revenue and annual recurring revenue (ARR). Total revenue reached $1.47 billion, up 26% year-over-year, with adjusted EPS of $0.31, exceeding estimates of $1.44 billion and $0.29. ARR grew 25% to $5.84 billion, adding a record $332.8 million in net new ARR, a 51% increase from a year ago. The company raised its full-year revenue guidance to $5.99-$6.01 billion and increased net new ARR growth guidance by 630 basis points to 34%. CrowdStrike also reported record quarterly cash flow from operations of $530.3 million and free cash flow of $377.4 million. ARR from Falcon Flex platform accounts surged 101% to over $2.29 billion. CEO George Kurtz attributed growth to AI adoption driving security demand. The stock rose up to 12% in extended trading and is up 62% year-to-date.