Data Security Archives - The Richo Edge

Operations

As of August 27, 2026

Q2 Revenue ↑ 26% YoY $1.47B

Divisions

Subscription 95.2%

Professional Services 4.8%

Key Earnings Driver

Falcon Flex Subscription revenue increased 27% year over year to $1.4B and Professional Services revenue increased 7% to $70.6M. Module adoption rates for Subscription customers using six or more Falcon modules reached 51%. Falcon Flex ending ARR exceeded $2.29B, up 101% year over year.

Key Operating Metrics¹

METRIC

STATUS

Subscription↑ 27%

Falcon Platform

Falcon Flex

🟢 Scaling

Key Financial Metrics

Gross Margin 75.00% +1 pp YoY

Backlog / Revenue 401.0% 4.01x Qtr Rev

CapEx Intensity 10.26% 0.10x Revenue

Sources: CrowdStrike Q2 FY2027 Financial Results — Company Website, CrowdStrike Q2 FY2027 Earnings Presentation — Company Website, CrowdStrike Q2 FY2027 Form 10-Q — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Key Earnings Driver

Falcon Platform Subscription revenue increased 26% year over year to $1.32 billion. Subscription revenue growth was primarily driven by new customer additions and sales of additional sensors and modules to existing customers. 51% of CrowdStrike’s subscription customers were using six or more Falcon modules. Professional Services revenue increased 23% to $64.8M.

Key Financial Metrics

Gross Margin 75.00% +1 pp YoY

Backlog / Revenue 288.7% 2.88x Qtr Rev

CapEx Intensity 8.67% 0.08x Revenue