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Company research3 May 2024
Companies That Had Their IPO in 2019: Bull Market and Tech Dominance
Discussing the stock and IPO market in 2019, and the factors that led to the overall bullish performance of stocks during the year.
CrowdStrike
CrowdStrike (CRWD) investor relations material
CrowdStrike AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary17 Jun, 2026
Opening remarks and agenda
Meeting opened with a welcome and introduction of key executives and board members, including the CEO, CFO, and independent auditor.
Forward-looking statements were noted, with reference to SEC filings for risk factors.
The agenda included financial performance review, board elections, and shareholder proposals.
Financial performance review
Q1 FY 2027 net new ARR reached $256 million, up 32% year-over-year, exceeding guidance.
Ending ARR was $5.51 billion, up 24% year-over-year, with acceleration over Q4.
Non-GAAP subscription gross margin hit a Q1 record of 81%, up 90 basis points year-over-year.
Record free cash flow of $468 million, with a free cash flow rule of 40 of 59, increasing for the fourth consecutive quarter.
Over 300 new Falcon Flex accounts added, with Flex ARR up 99% year-over-year to $1.9 billion.
Board and executive committee updates
Board members and key executives were introduced, including the President, CFO, and Chief Legal Officer.
Steve Mack from PricewaterhouseCoopers attended as the independent auditor.
Impact of Anthropic and OpenAI launch programs
Drivers of 99% growth in Falcon Flex ARR
Market dynamics driving FY27 net new ARR growth
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Latest events from CrowdStrike
- Record Q1 growth, raised FY27 guidance, and a four-for-one stock split amid strong AI-driven demand.CRWD
Q1 20275 Jun 2026 - Proxy covers director elections, auditor ratification, governance, compensation, and ESG progress.CRWDProxy filing5 May 2026
- Key votes include director elections, auditor ratification, and governance amendments.CRWDProxy filing5 May 2026
- Record ARR, cash flow, and platform adoption with strong FY27 outlook amid AI-driven growth.CRWDQ4 202630 Apr 2026
- Proxy covers director elections, auditor ratification, compensation, and ESG progress.CRWDProxy filing21 Apr 2026
- Record ARR, AI-driven growth, and Flex licensing fuel platform momentum and profitability.CRWDMorgan Stanley Technology, Media & Telecom Conference 20265 Mar 2026
- Record growth, S&P 500 inclusion, and all shareholder proposals approved.CRWDAGM 20243 Feb 2026
- Growth fueled by platform expansion, rapid innovation, and disciplined investment in new markets.CRWDBank of America Global Tech Conference1 Feb 2026
- Record Q1 growth, strong cash flow, and raised FY25 guidance on robust platform demand.CRWDQ1 202531 Jan 2026
Next CrowdStrike earnings date
Q2 202726 Aug, 2026
CrowdStrike
Next CrowdStrike earnings date
Q2 202726 Aug, 2026
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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