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CrowdStrike · consulting-deck

2026 Q4FY26 Earnings

35 pages · 5 arc beats · 2 loops

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2026 Q4FY26 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 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 17 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 21 hits
— 0/4 slides
50% 2/4 slides
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100% 4/4 slides
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Market Sizing 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
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100% 2/2 slides 100% 2/2 slides Evidence 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits
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66.7% 2/3 slides 33.3% 1/3 slides 100% 3/3 slides
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Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 23 hits
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25% 1/4 slides
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100% 4/4 slides
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Resolution 4 slides 100% 4/4 slides 100% 4/4 slides · 22 hits
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75% 3/4 slides 25% 1/4 slides 100% 4/4 slides
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Slide inventory

35
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
other
Open slide detailBeat · Setup
04
The slide highlights record performance metrics with year-over-year growth percentages.summarize
Open slide detailBeat · Setup
05
The slide uses a clean, high-contrast layout to present six core financial KPIs.summarize
Open slide detail
06
transition
Open slide detail
07
The diagram uses a concentric circle layout to represent platform layers.present_solution
Open slide detailLoop · Golden Circle
08
The slide uses a network-style background with various cybersecurity-related icons in hexagonal frames.front_matter
Open slide detailLoop · Golden Circle
09
The slide uses a concentric circle visualization to represent market segments.size_opportunity
Open slide detailBeat · Market SizingLoop · Logic Chain
10
size_opportunity
Open slide detailBeat · Market SizingLoop · Logic Chain
11
The slide uses a logo-grid to visualize the 'point product' landscape that the Falcon platform aims to replace.compare_options
Open slide detail
12
transition
Open slide detail
13
The slide uses a Gartner badge and a list of specific 'Voice of the Customer' recognitions to build brand credibility.cite_precedent
Open slide detailBeat · Evidence
14
transition
Open slide detailBeat · Evidence
15
The slide highlights module adoption rates as a key performance indicator for platform stickiness.quantify_impact
Open slide detailBeat · Evidence
16
The slide uses a split layout with a list of product categories on the left and a primary metric callout on the right.quantify_impact
Open slide detail
17
The slide includes a disclaimer regarding the methodology for calculating ARR for Next-Gen Identity and Cloud Security starting in Q2 FY26.quantify_impact
Open slide detail
18
transition
Open slide detailBeat · Complication
19
Fiscal year ends January 31.summarize
Open slide detailBeat · Complication
20
The slide presents financial performance metrics comparing 4Q25 vs 4Q26 and FY25 vs FY26.quantify_impact
Open slide detailBeat · Complication
21
The slide displays 1-year prior cohort retention metrics across four quarters of fiscal year 2026.quantify_impact
Open slide detailBeat · Complication
22
The slide uses a numbered list format to organize three distinct pillars of performance.summarize
Open slide detailBeat · Resolution
23
CrowdStrike financial guidance table.analyze_data
Open slide detailBeat · Resolution
24
The slide uses a bridge-style table structure to show the impact of specific adjustments on key financial metrics.analyze_data
Open slide detailBeat · Resolution
25
The slide uses a two-column layout with categories on the left and detailed assumptions on the right.summarize
Open slide detailBeat · Resolution
26
The slide includes a detailed disclaimer regarding non-GAAP financial measures at the bottom.summarize
Open slide detail
27
appendix
Open slide detail
28
Contains definitions for ARR, Dollar-Based Net Retention Rate, Dollar-Based Gross Retention Rate, Gross Churn, Free Cash Flow Rule of 40, and Module Adoption Raappendix
Open slide detail
29
appendix
Open slide detail
30
appendix
Open slide detail
31
Data is in thousands, except per share data. Unaudited.analyze_data
Open slide detail
32
The table details adjustments for stock-based compensation, amortization, acquisition-related expenses, and July 19 incident-related costs.analyze_data
Open slide detail
33
Contains detailed footnotes explaining specific adjustments like stock-based compensation, tax adjustments, and the July 19 incident costs.summarize
Open slide detail
34
Data is in thousands, except percentages. Unaudited.analyze_data
Open slide detail
35
Data is unaudited and presented in thousands, except percentages and RPO (in billions).summarize
Open slide detail