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CrowdStrike · consulting-deck

2025 Q3FY26 Earnings

28 pages · 4 arc beats · 2 loops

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2025 Q3FY26 Earnings

CrowdStrike
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 15 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 18 hits
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What 5 slides 100% 5/5 slides 100% 5/5 slides · 20 hits
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40% 2/5 slides 100% 5/5 slides 100% 5/5 slides Evidence 5 slides 100% 5/5 slides 100% 5/5 slides · 25 hits
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20% 1/5 slides
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100% 5/5 slides 100% 5/5 slides Key Takeaways 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits
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Slide inventory

28
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
front_matter
Open slide detailBeat · Setup
03
front_matter
Open slide detailBeat · Setup
04
The slide highlights record-breaking performance in Net New ARR, Operating Income, and EPS.summarize
Open slide detailBeat · Setup
05
transition
Open slide detailBeat · WhatLoop · Zoom In
06
The diagram uses a concentric circle layout to show the integration of various security modules.present_solution
Open slide detailBeat · WhatLoop · Zoom In
07
The slide uses a concentric circle visualization to represent market segments contributing to the total TAM.size_opportunity
Open slide detailBeat · WhatLoop · Zoom In
08
size_opportunity
Open slide detailBeat · WhatLoop · Zoom In
09
The slide uses a radial layout to visualize market fragmentation, positioning the 'Falcon Platform' as the solution to consolidate these disparate point productframe_problem
Open slide detailBeat · WhatLoop · Zoom In
10
transition
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
11
The slide uses a simple metric-based layout to highlight platform stickiness through module adoption.quantify_impact
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
12
transition
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
13
Fiscal year ends January 31. References slide 17 for modeling points.quantify_impact
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
14
Fiscal year ends January 31. All figures are non-GAAP.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
15
Slide uses a numbered list format to organize three distinct pillars of performance.summarize
Open slide detailBeat · Key Takeaways
16
Includes detailed disclaimer regarding non-GAAP financial measures and forward-looking statements.summarize
Open slide detail
17
Includes forward-looking statement disclaimers and non-GAAP reconciliation notes.summarize
Open slide detail
18
Includes a detailed disclaimer regarding non-GAAP measures and the July 19 incident.summarize
Open slide detail
19
appendix
Open slide detail
20
Contains technical definitions for ARR, Dollar-Based Net Retention Rate, Dollar-Based Gross Retention Rate, and Module Adoption Rates.appendix
Open slide detail
21
appendix
Open slide detail
22
This slide provides the technical definitions for non-GAAP metrics, including Subscription Gross Profit, Income from Operations, Net Income, and Free Cash Flow.appendix
Open slide detail
23
Data presented in thousands, except per share data. Unaudited.analyze_data
Open slide detail
24
CrowdStrike Holdings, Inc. Statements of Operations: GAAP to Non-GAAP Reconciliations (in thousands) (unaudited).summarize
Open slide detail
25
CrowdStrike Holdings, Inc. Statements of Operations: GAAP to Non-GAAP Reconciliations (continued). Values in thousands, except per share data.analyze_data
Open slide detail
26
Includes detailed footnotes explaining adjustments for stock-based compensation, tax rates, and rounding.analyze_data
Open slide detail
27
Data is in thousands, except percentages. Unaudited.analyze_data
Open slide detail
28
Data is presented in thousands, except percentages and remaining performance obligations (in billions).summarize
Open slide detail