CrowdStrike Holdings, Inc. reported total revenue of $4.81 billion for the fiscal year ended January 31, 2026, a 22% increase compared to $3.95 billion in fiscal year 2025. Subscription revenue, which accounted for 95% of the total, reached $4.56 billion, up 21% year-over-year. Professional services revenue also saw growth, increasing by 29% to $247.3 million. The company experienced a net loss attributable to CrowdStrike of $162.5 million, compared to a net loss of $15.2 million in the previous fiscal year.
The increase in revenue was primarily driven by the addition of new customers and the expansion of services to existing clients. Subscription revenue growth was attributed to increased sales of sensors and modules. Professional services revenue growth was due to an increase in the number of professional service hours. Operating expenses increased to $3.89 billion, representing 81% of total revenue, compared to $3.08 billion, or 78% of total revenue, in the prior year. This increase was largely due to higher sales and marketing expenses, research and development costs, and general and administrative expenses.
Key operational metrics included an Annual Recurring Revenue (ARR) of $5.25 billion as of January 31, 2026, a 24% increase year-over-year. The dollar-based net retention rate was 115%, indicating strong customer loyalty and expansion. The company's employee headcount was 10,698 as of January 31, 2026. The company also highlighted its focus on expanding its international footprint, with international revenue increasing by 26% from $1.27 billion in fiscal 2025 to $1.60 billion in fiscal 2026.
The company's financial performance was affected by the July 19 Incident, which resulted in system crashes for certain Windows systems. The incident led to increased legal and professional services expenses, delays in creating sales opportunities, and longer sales cycles. Customer commitment packages, including discounts and subscription period extensions, were introduced to mitigate the impact of the incident. The company also completed acquisitions of Pangea Cyber Corporation and Onum Technology Inc. to enhance its AI detection and response capabilities. Looking ahead, CrowdStrike intends to continue investing in its platform, expanding its customer base, and broadening its international operations.
About CrowdStrike Holdings, Inc.
CrowdStrike Holdings, Inc. provides cloud-native cybersecurity solutions centered on its Falcon platform, which uses AI and data analytics to prevent, detect, and respond to cyber threats across endpoints, cloud workloads, identities, and data. Its modular SaaS offerings serve large enterprises, government agencies, and SMBs worldwide, emphasizing rapid deployment, automation, and consolidation of security tools to reduce complexity and costs while enhancing threat intelligence and operational efficiency.
About 10-K Filings
A 10-K form is a comprehensive annual report that public companies in the United States must file with the SEC, providing a detailed overview of the company's financial condition, performance, and business strategies.
Key points about the 10-K:
- Frequency: Filed annually, typically within 60 to 90 days after the end of the company's fiscal year.
-
Content: It includes:
- Detailed financial statements audited by an independent accounting firm
- Management's Discussion and Analysis (MD&A) of financial condition and results
- Description of the company's business, properties, and legal proceedings
- Risk factors and market risks
- Executive compensation and corporate governance information
- Importance: Considered the most comprehensive and important document a public company files with the SEC.
- Length: Often exceeds 100 pages due to its extensive and detailed nature.
Our Methodology
AssetRoom is committed to providing timely summaries of news from public companies. We use AI to generate these summaries quickly, but they are not reviewed by human experts.
Our method:
- Data Collection: We continuously monitor for new filings (currently limited to US-listed stocks).
- AI-Powered Analysis: Our advanced AI system processes each filing, identifying key information and extracting relevant data.
- Summary Generation: The AI creates a concise, easy-to-understand summary of the filing, highlighting the most important points.
- Publication: The summary is immediately published on our platform, allowing users instant access to the latest information.
- Email users: We distribute round-up emails according to our users preferences, keeping them in the loop with the companies they follow.
Feedback & Corrections
Spot an error or have a suggestion? Contact us.