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CrowdStrike Just Turned AI Cybersecurity Into a Cash Machine

CrowdStrike Just Turned AI Cybersecurity Into a Cash Machine

KAHROS Team

TL;DR

Quick Summary

  • CrowdStrike’s Q3 FY26 (quarter ended Oct. 31, 2025) delivered 22% revenue growth to $1.23B and a record $265M in net new ARR.
  • Non-GAAP EPS rose to $0.96, free cash flow hit about $296M, and ARR reached $4.92B, showing a powerful subscription engine.
  • Management raised Q4 and full-year revenue guidance and is leaning hard into AI-driven, multi-module Falcon adoption as customers consolidate security tools.

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