CrowdStrike(CRWD) - 2026 Q3 - Earnings Call Presentation

Financial Performance - CrowdStrike's Q3 FY2026 ending annual recurring revenue (ARR) reached $4.92 billion, a 23% year-over-year increase[8] - Net new ARR for Q3 FY2026 was $265 million, representing a 73% year-over-year growth[8] - The company achieved a record operating income of $265 million in Q3 FY2026[8] - Q3 FY2026 diluted earnings per share (EPS) was $0.96[8] - Free cash flow for Q3 FY2026 was $296 million, with a free cash flow margin of 24%[8] Platform Adoption - Module adoption rates among subscription customers are increasing, with 49% adopting 6+ modules, 34% adopting 7+ modules, and 24% adopting 8+ modules[19] Market Opportunity - CrowdStrike estimates the cybersecurity total addressable market (TAM) to be $140 billion in CY2026 and $300 billion in CY2030[12, 14] Guidance - The company projects total revenue for Q4 FY2026 to be between $1.29 billion and $1.3 billion[32] - Non-GAAP income from operations for Q4 FY2026 is projected to be between $315.4 million and $319.4 million[32] - Full year FY2026 total revenue is expected to be between $4.7966 billion and $4.8066 billion[32]