CrowdStrike Holdings, Inc. (CRWD) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.83K FollowersFollow5ShareSaveCommentsQ4: 2026-03-03 Earnings SummaryInsightsTranscript InsightsTranscriptEPS of $1.12 beats by $0.02 | Revenue of $1.31B (23.32% Y/Y) beats by $7.98M CrowdStrike Holdings, Inc. (CRWD) Morgan Stanley Technology, Media & Telecom Conference 2026 March 5, 2026 10:45 AM EST Company Participants Burt Podbere - Chief Financial Officer Conference Call Participants Meta Marshall - Morgan Stanley, Research Division Presentation Meta MarshallMorgan Stanley, Research Division All right. Welcome, everybody. We're going to have a great act to follow here with CrowdStrike, but I'll read the disclosures first. If any research disclosures that you're interested in, please see morganstanley.com/researchclosures, or reach out to your sales representative. Delighted to have CrowdStrike here, Burt Podbere, CFO. Question-and-Answer Session Meta MarshallMorgan Stanley, Research Division Maybe to kick off. We just had Sam on stage. How do you think about everything that Sam said, and how it relates to kind of all the security we're going to need to protect against that? Burt PodbereChief Financial Officer Meta, you said it right, they're going to need security. And we're here to help. Look, we have a partnership with OpenAI and others. And we're really excited about what we can do together. And we don't comment on who our customers are. But certainly, we have a lot of interactions with Sam and the team. So we're excited to see what the future holds. Meta MarshallMorgan Stanley, Research Division All right. Perfect. All right. We're going to put on as good of a show. All right. Burt PodbereChief Financial Officer I'm here to help. Meta MarshallMorgan Stanley, Research Division Exactly. So you reported very strong fiscal Q4 earnings on Tuesday this week. There were a lot of highlights. We saw EDR reaccelerate, continued strong growth across multiple growth pillars, strong traction with Flex. What were some of the most encouraging signs for you versus kind of expectations you had coming into the quarter?