CrowdStrike Holdings, Inc. (CRWD) Q4 2026 Earnings Call Transcript

SA Transcripts158.79K FollowersFollow5ShareSaveCommentsQ4: 2026-03-03 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $1.12 beats by $0.02 | Revenue of $1.31B (23.32% Y/Y) beats by $7.98M CrowdStrike Holdings, Inc. (CRWD) Q4 2026 Earnings Call March 3, 2026 5:00 PM EST Company Participants Andy Nowinski - Vice President of Investor Relations & Strategic FinanceGeorge Kurtz - Co-Founder, President, CEO & DirectorBurt Podbere - Chief Financial Officer Conference Call Participants Joseph Gallo - Jefferies LLC, Research DivisionRobbie Owens - Piper Sandler & Co., Research DivisionFatima Boolani - Citigroup Inc., Research DivisionSaket Kalia - Barclays Bank PLC, Research DivisionBrian Essex - JPMorgan Chase & Co, Research DivisionBrad Zelnick - Deutsche Bank AG, Research DivisionMatthew Hedberg - RBC Capital Markets, Research DivisionRoger Boyd - UBS Investment Bank, Research DivisionGabriela Borges - Goldman Sachs Group, Inc., Research DivisionTodd Weller - Stephens Inc., Research DivisionDaniel Ives - Wedbush Securities Inc., Research Division Presentation Operator Hello, and welcome to CrowdStrike's Fiscal Fourth Quarter 2026 Financial Results Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the call over to Andy Nowinski, Vice President of Investor Relations and Strategic Finance. Andy, please go ahead. Thank you. Andy NowinskiVice President of Investor Relations & Strategic Finance Good afternoon, and thank you for your participation today. With me on the call are George Kurtz, Chief Executive Officer and Founder of CrowdStrike; and Burt Podbere, Chief Financial Officer. Before we get started, I would like to note that certain statements made during this conference call that are not historical facts, including those regarding our future plans, objectives, growth, including projections and expected performance, including our outlook for the first quarter and fiscal year 2027, and any assumptions for fiscal periods beyond that are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements represent our outlook only as of the date of this call. While we believe any forward-looking statements we make are reasonable, actual results could