CrowdStrike's Q4 earnings beat expectations, full-year outlook in line with expectations

LootboxPhobia · 2026-03-04T00:09:20+00:00

CrowdStrike's fourth-quarter results exceeded expectations, with revenue reaching $1.31 billion, and it is projected that the earnings per share for fiscal year 2027 will be between $4.78 and $4.90. Despite market concerns about the impact of artificial intelligence on the software industry, management believes this will drive growth in cybersecurity demand. The company added a net of $1.01 billion in new recurring revenue for the year.

LootboxPhobia

2026-03-04 00:09:20

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Investing.com - CrowdStrike reports Q4 earnings that surpass Wall Street expectations and issues a FY2027 outlook that is largely in line with forecasts, as investors remain concerned about AI’s disruptive impact on the software sector.

The cybersecurity company based in Austin, Texas, posted Q4 earnings of $1.12 per share, beating analysts’ expectations of $1.10. Revenue increased to $1.31 billion, slightly above the market forecast of $1.30 billion.

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CrowdStrike expects Q1 earnings of $1.06 to $1.07 per share, with the market expecting $1.07. The company projects revenue of $1.36 billion to $1.364 billion, in line with the market expectation of $1.36 billion.

For the full year, the company forecasts earnings of $4.78 to $4.90 per share, compared to the market expectation of $4.84. Revenue is expected to be between $5.87 billion and $5.93 billion, with the market expecting $5.87 billion.

The stock has fallen more than 15% this year amid concerns that the rise of advanced AI models capable of executing complex digital tasks could threaten the growth of SaaS companies.

Analysts say these concerns may be exaggerated for cybersecurity providers, as cybersecurity remains a core part of enterprise IT spending.

Management stated that the widespread adoption of AI in enterprises is creating additional demand for security tools, enabling CrowdStrike to expand in protecting AI workloads and data.

CrowdStrike’s annual recurring revenue reached $5.25 billion at the end of FY2026, with $1.01 billion in net new recurring revenue for the year. The company reported record operating cash flow and free cash flow both this quarter and for the full year.

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