Crowdstrike Holdings, Inc. (NASDAQ: CRWD) reported FY26’s first quarter mixed results this week, with revenues rising sharply and adjusted profits down from the previous year. The cybersecurity company’s shares fell shortly after it was announced Wednesday as sales guidance, weaker than management, attenuated investors’ sentiment. Tech companies seem to be poised to remain on their growth path by leveraging the growing demand for cybersecurity solutions and leveraging industry-wide consolidation trends.
After steadily making profits last year, Crowdstrike stocks entered high notes in 2025, but lost momentum early in the year. After experiencing a series of ups and downs since then, it bounced back and climbed to an all-time high earlier this week. The stock has earned an impressive 37%, 37% since the start of the year, reaching a relatively expensive valuation.
Mixed results
In the first three months of fiscal year 2026, adjusted revenue fell by 8% per year to $0.73 per share. On an unadjusted basis, the company reported a net loss of $110 million or $0.44 per share in the first quarter, compared to earnings of $42.8 million or $0.17 per share for the corresponding quarter for fiscal year 2025.
Quarterly revenue consistently beat analyst estimates for nearly five years. The company said it was looking for adjusted revenues of $0.82-0.84 per share for the second quarter of 2026. The full year net income guidance excluding special items is $3.44 per share and $3.56 per share.
guidance
Total revenue for the April quarter increased 20% year-on-year to $1.1 billion. Subscription and Professional Services Revenues increased by 20% and 8% respectively. Second-quarter leadership expects revenues to range from $1.145 billion to $1.1252 billion, with full-year sales of between $4.744 billion and $4.86 billion. Our board of directors has approved a stock repurchase program of up to $1 billion.
“Crowdstrike Holdings, Inc. is in the best position to protect the workloads, identities, data and infrastructure of AIH and superhuman AI agents. Our Falconflex subscription model accelerates the platform at a faster pace than we’ve seen before. Stock buybacks up to $1 billion.” Crowdstrike CEO George Kurtz said in the revenue call.
Falcon Power
Through continuous AI-driven innovation, the company positions it to take advantage of the growing demand for advanced security solutions and IT integration trends. Crowdstrike’s Cloud-Native Falcon platform allows for faster threat detection and response compared to traditional security solutions, giving it a competitive edge against other players such as Cisco and Sentinelone. The adoption and retention of Falcon has been strong since its deployment and highlights the high demand for integrated cybersecurity solutions.
In recent weeks, Crowdstrike stocks have far surpassed their 52-week average price of $350.09. CRWD, which recovered from a post-revenue slump, traded high during Friday’s session.
