Crowdstrike Holdings Stock Price, News & Analysis

CrowdStrike (NASDAQ:CRWD) reported strong Q2 FY2026 results, achieving record Q2 net new ARR of $221 million and reaccelerating growth ahead of expectations. Total revenue reached $1.17 billion, up 21% year-over-year, with subscription revenue of $1.10 billion. The company's ending ARR grew 20% to $4.66 billion.

Financial highlights include record Q2 cash flow from operations of $333 million and free cash flow of $284 million. While GAAP results showed a net loss of $77.7 million, non-GAAP net income reached a record $237.4 million. Cash and equivalents grew to $4.97 billion.

The company demonstrated strong module adoption with 48% of customers using six or more modules. CrowdStrike also announced the acquisition of Onum Technology Inc. and introduced new AI-powered security solutions, including Falcon Next-Gen Identity Security and CrowdStrike Signal.

CrowdStrike (NASDAQ: CRWD) has announced its intention to acquire Onum, a pioneer in real-time telemetry pipeline management. The acquisition aims to enhance CrowdStrike's Falcon Next-Gen SIEM platform by integrating Onum's proprietary stateless, in-memory architecture technology.

Onum's technology offers significant advantages including 5x faster event processing, up to 50% reduction in data storage costs, and 70% faster incident response with 40% less ingestion overhead. The integration will enable real-time pipeline detection and streamline data migration into the Falcon platform, eliminating traditional bottlenecks in Security Operations Center (SOC) transformation.

CrowdStrike (NASDAQ: CRWD) has been recognized as a Leader in the 2025 IDC MarketScape for Worldwide Incident Response Services. The report highlights CrowdStrike's integrated, cloud-native approach to cyber defense through its Falcon platform, emphasizing the company's AI-driven response capabilities and global expertise.

The assessment particularly praised CrowdStrike's follow-the-sun model with IR resources across multiple regions, enabling 24/7 analyst availability. The report also commended the company's Pulse Services, which enhances its incident response retainer model by providing real-time visibility and expert-led micro-engagements to improve security maturity.

CrowdStrike (NASDAQ: CRWD) has been recognized as a Leader in the 2025 IDC MarketScape: Worldwide Exposure Management assessment. The company's Falcon® Exposure Management platform stands out for unifying proactive exposure management and threat detection through a single, lightweight agent, eliminating the need for multiple tools and infrastructure.

The platform features Charlotte AI agents for automated vulnerability management and includes built-in network vulnerability assessment and attack path analysis. IDC MarketScape highlighted CrowdStrike's strengths in continuous monitoring, network-based vulnerability scanning, and AI-driven automation, all delivered through a SaaS platform designed for rapid deployment and operational simplicity.

CrowdStrike (NASDAQ: CRWD) has announced record-breaking momentum for its flagship conference Fal.Con 2025, scheduled for September 15-18 at the MGM Grand in Las Vegas. The sold-out event will attract 8,000 attendees from 65 countries, featuring 110 partner sponsors and over 3,000 leading organizations.

The conference, themed "Leading Cybersecurity into the Agentic AI Era," will offer 300+ sessions, including 150+ customer and partner-led presentations from global leaders. The exclusive CxO program, Fal.Con One, will host 200+ leaders for strategic discussions. Premier sponsors include AWS, Dell, and Intel, alongside Diamond sponsors ExtraHop, Google Cloud, Okta, Rubrik, and Zscaler.

CrowdStrike (NASDAQ: CRWD) has launched Falcon Next-Gen Identity Security, a groundbreaking unified solution for protecting all types of identities across hybrid environments. The platform uniquely secures human, non-human, and AI agent identities through the AI-native CrowdStrike Falcon platform.

The solution combines four core capabilities: Initial Access Prevention, Modern Privileged Access Management, Identity Threat Detection and Response, and SaaS Identity Security. Operating through a single lightweight sensor and console, it provides real-time protection across on-premises, cloud, and SaaS environments without integration delays.

This launch addresses the growing challenge of identity-based security threats, particularly with the emergence of AI agents that create new attack surfaces and security vulnerabilities.

CrowdStrike (NASDAQ: CRWD) has achieved a significant industry recognition as the sole vendor named both a Leader and Outperformer in the 2025 GigaOm Radar Report for SaaS Security Posture Management (SSPM). The company received perfect 5/5 scores across multiple evaluation areas and the highest scores in Key Features and Business Criteria.

The Falcon platform's capabilities include comprehensive SaaS visibility with over 175 pre-built integrations, automated threat response through Falcon Fusion, and enhanced GenAI and autonomous agent control. CrowdStrike recently expanded Falcon Shield support for OpenAI's ChatGPT Enterprise Compliance API, addressing the growing security challenges posed by AI agents in SaaS environments.

CrowdStrike (NASDAQ: CRWD) has unveiled two new expert-led offerings within its AI Security Services portfolio: AI Systems Security Assessment and AI for SecOps Readiness. These services expand upon CrowdStrike's AI Red Team Services launched in 2024.

The AI Systems Security Assessment leverages the Falcon platform to provide real-time visibility into AI usage across environments, threat-informed AI testing, and actionable governance guidance. The AI for SecOps Readiness service helps security teams integrate AI into their operations through SOC readiness assessment, use case identification, and strategic implementation guidance.

These services address critical challenges in the AI era, including protection against shadow AI, misconfigurations, and autonomous agents with privileged access, while helping organizations accelerate their security operations.

CrowdStrike (NASDAQ: CRWD) has announced the general availability of CrowdStrike Signal, a groundbreaking AI-powered detection system for cybersecurity threats. The new technology uses self-learning models to establish baseline normal behavior for each host and identify subtle deviations that could indicate threats.

Signal's key innovation lies in its ability to connect seemingly benign activities across time and systems to detect potential threats earlier in the attack chain. The system employs statistical time series models to analyze billions of daily events, reducing alert volume by consolidating related activities into high-confidence, prioritized leads.

The technology features three core capabilities: self-learning AI that adapts to each customer's environment, real-time detection of stealthy tradecraft, and high-confidence leads that accelerate threat response.