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CrowdStrike Holdings Inc. Class A (CRWD) earnings date & stock reaction

CrowdStrike Holdings Inc. Class A · IT

CrowdStrike Holdings Inc. Class A earnings date & time

Next earningsTue, December 1 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Wed, December 2
Reporting pattern
12 of last 12 after close
Typical move
±7.3% · 12-report avg

What the market expects

Consensus EPS

$0.31Coming in above this counts as a beat

Year-ago quarter
$0.24→+29.2%
Guided revenue
$1.5B→$1.5B+3.8%
Guided EPS
$0.31→$0.31+0.0%
Full earnings calendarFrom an earnings calendar
Latest reportMay–Jul 2026 results· August 26, 2026 reported
EPS consensus $0.29 → $0.31 ▲ +6.4% beatRev $1.2B → $1.5B +26% YoY
Post-earnings price move
Next-day move
+20.5%
After 5 days
+7.5%
Price around earnings
Earnings callRecord-breaking results and raised guidance driven by surging AI security demand
“We're raising our full year fiscal 2027 net new ARR growth outlook by 630 basis points. We now expect year-over-year growth of 34% at the midpoint.”
· George Kurtz (CEO)
“In Q2, customers converting from standard subscriptions to Flex delivered an average ending ARR uplift of more than 40%.”
· Burt Podbere (CFO)
Positives
  • ▲Record performance and accelerated growth
    • Net new ARR hit $333 million, growing 51% vs last year and beating the high end of guidance by over $45 million.
    • Total revenue grew 26% vs last year to $1.47 billion, marking the fifth consecutive quarter of accelerating growth.
  • ▲Success of platform consolidation strategy
    • Ending ARR from Falcon Flex accounts surpassed $2.29 billion, accelerating to 101% growth vs last year.
    • Customers converting to Falcon Flex saw an average ARR uplift of over 40%.
  • ▲Strong cash flow generation
    • Operating cash flow reached a record $530 million, with free cash flow hitting a record $377 million.
    • Free cash flow margin stood at 26% of revenue, demonstrating robust profitability.
Based on the Aug 26, 2026 earnings-call transcript. Quotes are verbatim.

CrowdStrike Holdings Inc. Class A (CRWD) rose the day after earnings in 8 of its last 12 reports (67%), moving ±7.3% on average. It has fallen despite beating the consensus estimate 4 times.

Up next day
8/12
67%
Fell despite growth
3/12
Good earnings ignored
Price when beating
+4.1%
avg over 10 beats
Price when missing
—
never missed
Avg earnings move
±7.3%
typical swing on earnings
Biggest single move
+20.5%
'26.8 · largest reaction
🔑What actually moves this stock?
What really matters here
Subscription ARR and net retention
In finance terms: ARR · NRR
Growth · revenue (YoY by quarter, latest right)
+20%
25-06(Apr qtr)
+21%
25-08(Jul qtr)
+22%
25-12(Oct qtr)
+23%
26-03(Jan qtr)
+26%
26-06(Apr qtr)
+26%
26-08(Jul qtr)
Accelerating · Growth is accelerating from +20% to +26%. A good direction.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 8 of 10 times
Median beat +9.5%. 3 of those beats still fell the next day.
Bigger beats didn't mean bigger gains
Surprise size and price moved separately here. Expectations, not beats, drive this stock.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 6 of 10 beats (60%)
vs IT sector avg (192 peers)
This
+3.8%
Sector
+0.9%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 4 of last 10 times (40%)
4xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth3/12

4/10 beats fell next day · watches ARR · NRR

Next-day reaction
  • Jul 2026 report+20.5%
  • Apr 2026 report-3.8%
  • Jan 2026 report+4.2%
  • Oct 2025 report+1.5%
  • Jul 2025 report+4.6%
  • Apr 2025 report-5.8%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

May–Jul 2026 results
Reported 2026-08-26
Next-day move
+20.5%
After 5 days +7.5%
EPS consensus $0.29 → $0.31 ▲ +6.4% beatRev $1.2B → $1.5B +26% YoY
Next-Q guidance+4%· ~$1.5B est.
Price around earnings

Earnings trend · last 12 quarters

EPS$0.31YoY +35%
'23.11'26.8
Revenue$1.5BYoY +26%
'23.11'26.8

Earnings history and price reaction

CrowdStrike Holdings Inc. Class A across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
7/20262026-08-26+6.4%+20.5%+7.5%
4/20262026-06-03+3.0%-3.8%-13.4%
1/20262026-03-03+0.0%+4.2%+11.5%
10/20252025-12-02+0.0%+1.5%+0.3%
7/20252025-08-27+9.5%+4.6%-2.4%
4/20252025-06-03—-5.8%-4.3%

12 reports, quarters ending 10/2023 to 7/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next CrowdStrike Holdings Inc. Class A earnings date?

The next CrowdStrike Holdings Inc. Class A (CRWD) earnings report is expected Tue, December 1 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for CrowdStrike Holdings Inc. Class A's next earnings?

Analysts expect EPS of about $0.31 for CrowdStrike Holdings Inc. Class A (CRWD). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does CrowdStrike Holdings Inc. Class A (CRWD) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 8 of them (67%). The average move on earnings day was ±7.3%.

Does CrowdStrike Holdings Inc. Class A react more to the earnings numbers or to guidance?

In 4 of the last 10 reports (40%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can CrowdStrike Holdings Inc. Class A stock fall even when earnings are good?

Yes. In 3 of the last 12 reports, CrowdStrike Holdings Inc. Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does CrowdStrike Holdings Inc. Class A stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.