CrowdStrike(CRWD) - 2026 Q2 - Earnings Call Presentation

Financial Performance - CrowdStrike's Q2 FY26 ending ARR reached $466 billion, a 20% year-over-year increase[8] - The company achieved a record Q2 net new ARR of $221 million[8] - Q2 FY26 total revenue grew 21% year-over-year to $1169 billion[37, 46] - The company's Q2 FY26 free cash flow was $284 million, representing a 24% margin[8, 41] - Non-GAAP operating income for Q2 FY26 was $255 million[8] - Non-GAAP diluted earnings per share for Q2 FY26 was $093[8] Platform Adoption and Growth - Cloud security ending ARR grew over 40% year-over-year, exceeding $156 billion[31, 46] - LogScale Next-Gen SIEM ending ARR grew over 95% year-over-year, reaching over $430 million[34, 46] - Next-Gen Identity ending ARR grew over 21% year-over-year, reaching over $435 million[34, 46] - 60% of customers with $100K+ ending ARR have adopted 8+ modules[26] Market Opportunity - The company estimates the CY25 total addressable market (TAM) for the AI-Native Security Platform to be $116 billion, growing to $250 billion by CY29[13, 14]