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Crowdstrike Holdings (CRWD) Q3 Earnings Coverage
Next-Gen SIEM Annual Recurring Revenue rose 95% to $430 million, and CrowdStrike plans to acquire Onum to enhance data speed and reduce storage costs, boosting platform growth.
- On Tuesday, CrowdStrike Holdings Inc. reported fiscal third-quarter revenue of $1.23 billion and a $34 million loss, with adjusted earnings of 96 cents per share beating expectations.
- CrowdStrike management credited stronger Q2 momentum as Q2 FY26 marked a turning point with net new ARR accelerating a full quarter early and guidance for at least 40% YoY growth in the back half.
- Next-Gen SIEM ARR grew 95% year-over-year to $430M, Next-Gen Identity Protection ARR exceeded $435M, and cloud ending ARR surpassed $700M, growing 35% annually.
- Investors pushed the stock up 48% in 2025 and 2.4% today, heading into earnings as CrowdStrike guided fiscal fourth quarter revenue of $1.29 billion to $1.3 billion.
- CrowdStrike announced intent to acquire Onum, a real-time data pipeline platform delivering 5x faster throughput and 50% lower storage costs, while Charlotte AI's 85% growth positions it as a security layer for agentic AI.
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11 Articles
11 Articles
Crowdstrike Holdings (CRWD) Q3 Earnings Coverage
Live Updates Where the numbers are guiding 7 minutes ago Live Q4 FY26 Metric New Guidance Prior Consensus Trend Revenue $1.29B–$1.30B ~$1.29B Flat / Slightly Up EPS (Non-GAAP) $1.09–$1.11 ~$1.08 Raised Op Income (Non-GAAP) $315M–$319M n/a — Full-Year FY26 Metric New Guidance Previous Trend Revenue $4.796B–$4.806B ~$4.78B implied Raised Non-GAAP EPS $3.70–$3.72 $3.68 consensus Raised Raised ARR expectatio…
·New York, United States
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Coverage Details
Total News Sources11
Leaning Left1Leaning Right2Center3Last UpdatedBias Distribution50% Center
Bias Distribution
- 50% of the sources are Center
50% Center
L 17%
C 50%
R 33%
Factuality
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