CrowdStrike Holdings announced it will report fiscal fourth quarter 2026 results on March 3, 2026, with analysts expecting continued strong performance driven by Falcon platform consolidation and Charlotte AI adoption. The company approaches $5 billion in annual recurring revenue following a successful recovery from the July 2024 outage incident.
Q4 FY2026 earnings details
| Attribute | Details |
|---|
| Earnings date | March 3, 2026 |
| Report time | After US market close |
| Conference call | 2:00 PM PT / 5:00 PM ET |
| Webcast | ir.crowdstrike.com |
| Fiscal quarter | Q4 FY2026 (ended January 31, 2026) |
Q4 FY2026 guidance
Based on Q3 earnings, CrowdStrike provided Q4 guidance:
| Metric | Q4 FY2026 Guidance |
|---|
| Revenue | $1.290–1.300 billion |
| Subscription revenue | ~$1.22 billion |
| Non-GAAP operating income | $255–260 million |
| Non-GAAP EPS | $0.96–0.98 |
Full year FY2026 guidance
| Metric | FY2026 Guidance |
|---|
| Total revenue | $4.797–4.807 billion |
| Ending ARR | ~$4.85 billion |
| Free cash flow margin | 32%+ |
| Metric | Q3 FY2026 | YoY Change |
|---|
| Total revenue | $1.21 billion | +25% |
| Subscription revenue | $1.14 billion | +26% |
| Ending ARR | $4.57 billion | +22% |
| Net new ARR | $265 million | +73% |
| Free cash flow | $280 million | Strong |
| Non-GAAP operating margin | 22% | Expanding |
The Q3 results showed accelerating net new ARR growth, indicating strong demand recovery.
The standout trend continues to be customers consolidating security tools onto the Falcon platform:
| Metric | Q3 FY2026 | Q3 FY2025 | Trend |
|---|
| Customers with 5+ modules | 68% | 62% | ↑ |
| Customers with 6+ modules | 50% | 44% | ↑ |
| Customers with 7+ modules | 33% | 28% | ↑ |
| Customers with 8+ modules | 20% | 15% | ↑ |
CEO George Kurtz emphasized the consolidation dynamic:
“Organizations are choosing to consolidate onto Falcon rather than manage a patchwork of point solutions. Our module adoption rate is the strongest evidence of that shift.”
Module expansion path
| Entry point | Typical expansion |
|---|
| Falcon Prevent (endpoint) | EDR → XDR → Identity |
| Single workload | Multi-cloud, multi-workload |
| Detection only | Detection + Response + Managed |
| One geography | Global deployment |
The breakout story of fiscal 2026 has been the rapid adoption of Charlotte AI, CrowdStrike’s generative AI assistant integrated across the Falcon platform.
Charlotte AI evolution
| Version | Capability |
|---|
| Initial (2024) | Conversational security assistant |
| Detection Triage | Automated Tier 1 alert analysis |
| Agentic Response | Autonomous response actions |
| Agentic Workflows | Multi-step investigation automation |
| Threat AI | Agentic threat intelligence system |
Efficiency metrics (customer reported)
| Metric | Improvement |
|---|
| Tier 1 alert triage automated | 85% |
| Average investigation time | 45 min → <5 min |
| False positive reduction | 40% |
| Falcon Complete customers using Charlotte | 60%+ |
FedRAMP High authorization
Charlotte AI achieved FedRAMP High Authorization in FY2026, enabling deployment across federal government customers with the highest security requirements.
| FedRAMP impact | Details |
|---|
| Authorization level | High (most stringent) |
| Federal market access | Expanded significantly |
| Competitive advantage | Few AI security tools have High auth |
| Revenue opportunity | Substantial federal pipeline |
Technical differentiation
| CrowdStrike asset | Charlotte AI benefit |
|---|
| Threat intelligence | Context beyond generic LLMs |
| 2+ trillion daily events | Real-time telemetry integration |
| Kill chain understanding | Attack pattern correlation |
| Cross-domain visibility | Endpoint, identity, cloud analysis |
| Adversary tracking | Specific threat actor context |
Kurtz differentiated Charlotte from competitors:
“Charlotte AI is not a chatbot bolted onto a dashboard. It is an analyst that understands the kill chain, correlates indicators across endpoints, identities, and cloud workloads, and takes action autonomously when authorized.”
AgentWorks partnership with NVIDIA
CrowdStrike announced Charlotte AI AgentWorks in collaboration with NVIDIA, bringing always-on, continuously learning AI agents for cybersecurity to edge deployments.
| AgentWorks capability | Description |
|---|
| Edge deployment | AI agents at network perimeter |
| Continuous learning | Adapts to environment |
| NVIDIA infrastructure | Leverages GPU acceleration |
| Agentic SOC positioning | Autonomous security operations |
Recovery from July 2024 incident
The strong results further cement CrowdStrike’s recovery from the July 19, 2024 content update incident, which caused widespread Windows system outages affecting approximately 8.5 million devices globally.
Post-incident improvements
| Initiative | Implementation |
|---|
| Staged content deployment | Canary testing before broad release |
| Enhanced QA | Additional validation layers |
| Customer Commitment Packages | Extended IR and audit support |
| Resilience dashboard | Transparent operational reporting |
| Board governance | Tightened software deployment protocols |
Customer retention
| Metric | Value |
|---|
| Customer retention rate | 97%+ |
| New customer acquisition | Accelerated in H2 |
| Market sentiment | Largely recovered |
| Competitive losses | Minimal |
Litigation status
| Development | Date |
|---|
| Shareholder fraud litigation dismissed | January 2026 |
| CrowdStrike-Delta dispute | Ongoing |
| Customer claims | Largely resolved |
The board of directors tightened governance around software deployment protocols, helping secure the dismissal of shareholder fraud litigation in early January 2026.
SGNL acquisition integration
CrowdStrike provided updates on the integration of SGNL, the identity security startup acquired in late 2025. SGNL’s continuous access evaluation technology is being incorporated into Falcon Identity Protection.
New capabilities from SGNL
| Feature | Benefit |
|---|
| Immediate token revocation | Terminate sessions upon anomaly detection |
| Dynamic access policies | Real-time decisions based on device, location, threat signals |
| Continuous authentication | Ongoing validation, not just login |
| Unified identity threat detection | On-premises AD and cloud IdPs |
The integration strengthens CrowdStrike’s position in the identity security market against competitors like Microsoft Entra and Okta.
ISO 42001 certification
In January 2026, CrowdStrike achieved ISO 42001 Certification for responsible AI-powered cybersecurity—an emerging standard for AI governance.
| ISO 42001 significance | Details |
|---|
| Standard focus | AI management systems |
| Certification scope | Charlotte AI development and deployment |
| Market positioning | Demonstrates responsible AI commitment |
| Enterprise requirement | Increasingly requested by customers |
Regional cloud expansion
CrowdStrike announced new Regional Clouds to expand secure data sovereignty:
| Region | Purpose |
|---|
| Additional EU presence | GDPR compliance |
| Asia-Pacific expansion | Data residency requirements |
| Government-specific | Sovereign cloud options |
FY2027 outlook
| Metric | Expected guidance (analyst consensus) |
|---|
| Total revenue | $5.5–5.7 billion |
| Revenue growth | 18–22% |
| Ending ARR | ~$5.5 billion |
| Investment focus | Charlotte AI, Next-Gen SIEM |
Competitive positioning
AI differentiation
| CrowdStrike advantage | Competitor challenge |
|---|
| Proprietary threat data | Generic AI models lack context |
| Real-time telemetry | Batch processing limitations |
| Integrated platform | Point solution bolted-on AI |
| FedRAMP High | Certification gaps |
| ISO 42001 | Limited AI governance standards |
Market position
| Segment | CrowdStrike status |
|---|
| Endpoint security | Leader |
| XDR | Strong competitor |
| Identity security | Growing via SGNL |
| Cloud security | Expanding |
| SIEM | Emerging challenger |
Analyst expectations
| Firm | Rating | Key thesis |
|---|
| Morgan Stanley | Overweight | Charlotte AI monetization underappreciated |
| Goldman Sachs | Buy | Platform consolidation trend durable |
| Multiple analysts | Positive | Recovery complete, AI driving growth |
Key metrics to watch (March 3)
| Metric | Why it matters |
|---|
| Net new ARR | Growth momentum indicator |
| Module adoption rates | Platform consolidation proof |
| Charlotte AI metrics | AI value realization |
| Customer retention | Post-incident recovery |
| Federal revenue | FedRAMP High impact |
| FY2027 guidance | Forward momentum |
Context
CrowdStrike’s fiscal 2026 trajectory demonstrates that the company has successfully navigated the July 2024 incident while executing on its AI strategy. Charlotte AI’s efficiency gains—85% automated triage, investigation time reduced from 45 minutes to under 5 minutes—represent meaningful value for security teams facing alert fatigue.
The platform consolidation trend benefits established vendors like CrowdStrike at the expense of point solution providers. As organizations seek to reduce complexity and vendor sprawl, platforms that can deliver integrated endpoint, identity, cloud, and SIEM capabilities from a single console gain advantage.
For the cybersecurity market, CrowdStrike’s results suggest that AI-assisted security operations are moving from novelty to necessity. The question is no longer whether to adopt AI in security operations, but which vendor’s AI delivers the most value. CrowdStrike’s combination of proprietary threat intelligence, real-time telemetry, and FedRAMP authorization positions Charlotte AI as a leading enterprise option.
Investors and customers will be watching the March 3 earnings call for Q4 results, FY2027 guidance, and updates on Charlotte AI adoption metrics.
