2025 Q1FY26 Earnings

CrowdStrike
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
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Slide 1
front_matter
Open slide detailBeat · Setup
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front_matter
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
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The slide uses a grid layout to present key financial metrics for Q1 FY26.summarize
Open slide detailBeat · Setup
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transition
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The diagram uses a concentric circle (hub-and-spoke) layout to represent the platform architecture.present_solution
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The slide uses a concentric circle diagram to visualize the cumulative or additive segments of the TAM.size_opportunity
Open slide detailBeat · Market SizingLoop · Logic Chain
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The slide highlights the growth of the TAM for an AI-Native Security Platform from $116B in 2025 to $250B in 2029.size_opportunity
Open slide detailBeat · Market SizingLoop · Logic Chain
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The slide uses a radial layout to categorize competitors and point products, positioning the Falcon platform as a consolidator.present_solution
Open slide detailLoop · Logic Chain
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transition
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The chart is a proprietary 'Frost Radar' which functions similarly to a 2x2 matrix or quadrant analysis.compare_peers
Open slide detailBeat · Evidence
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transition
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The slide uses a simple metric-based layout to highlight platform stickiness.quantify_impact
Open slide detailBeat · KPI Dashboard
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transition
Open slide detailBeat · KPI DashboardLoop · Cost Of Inaction
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Fiscal year ends January 31. Reference to slide 19 for modeling points.quantify_impact
Open slide detailBeat · KPI DashboardLoop · Cost Of Inaction
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Fiscal year ends January 31. All figures are non-GAAP.summarize
Open slide detailBeat · KPI DashboardLoop · Cost Of Inaction
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The slide uses a numbered list format to categorize key performance indicators and strategic achievements.summarize
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Includes a detailed disclaimer regarding non-GAAP financial measures and forward-looking statements.summarize
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Includes forward-looking statement disclaimer and non-GAAP reconciliation note.summarize
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The slide includes a detailed disclaimer regarding non-GAAP financial measures at the bottom.summarize
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The slide details the adjustments made to GAAP figures to arrive at non-GAAP metrics like Subscription Gross Profit, Income from Operations, Net Income, and Freappendix
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Data presented in thousands, except per share data. Unaudited.analyze_data
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Includes adjustments for stock-based compensation, amortization, acquisition-related expenses, mark-to-market adjustments, and costs associated with the July 19analyze_data
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The slide presents detailed line-item adjustments including stock-based compensation, amortization, and specific incident-related costs.analyze_data
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Includes detailed footnotes explaining adjustments for payroll taxes, tax rates, and rounding.summarize
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Includes Free Cash Flow margin calculation.analyze_data
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Data is presented in thousands, except percentages and remaining performance obligations (in billions).summarize