Falcon Flex
Falcon Flex accounts carry $2.29 billion of ARR, up 101% year over year.
The numbers
What it is
A licensing model that lets customers commit to a flexible spending pool and draw it down across Falcon modules as needs change. It has become the company's main route for adding modules to existing customers, and it is the fastest-growing part of the ARR base.
Why it matters to the stock. Flex accounts carry a larger share of total ARR each quarter, so this is the best gauge of how much of the installed base is expanding.
News
Q2 free cash flow reaches $377.4M as non-GAAP operating income rises to $371.6M
CrowdStrike generated $377.4 million of free cash flow in the quarter ended July 31, 2026, up from $283.6 million a year earlier.
CrowdStrike announces 4-for-1 stock split
CrowdStrike announced a four-for-one split of its Class A common stock, paid as a stock dividend of three additional shares for each share held.
CrowdStrike guides fiscal 2027 revenue to $5.87B-$5.93B
CrowdStrike's first full-year fiscal 2027 outlook, issued with the fourth-quarter results, called for total revenue of $5,867.6 million to $5,927.6 million and ARR of $6,465.8 million to $6,516.4 million.