This fall: 2026-03-03 Earnings Abstract
EPS of $1.12 beats by $0.02
| Income of $1.31B (23.32% Y/Y) beats by $7.98M
CrowdStrike Holdings, Inc. (CRWD) Morgan Stanley Expertise, Media & Telecom Convention 2026 March 5, 2026 10:45 AM EST
Firm Members
Burt Podbere – Chief Monetary Officer
Convention Name Members
Meta Marshall – Morgan Stanley, Analysis Division
Presentation
Meta Marshall
Morgan Stanley, Analysis Division
All proper. Welcome, all people. We will have an awesome act to observe right here with CrowdStrike, however I am going to learn the disclosures first. If any analysis disclosures that you just’re eager about, please see morganstanley.com/researchclosures, or attain out to your gross sales consultant. Delighted to have CrowdStrike right here, Burt Podbere, CFO.
Query-and-Reply Session
Meta Marshall
Morgan Stanley, Analysis Division
Perhaps to kick off. We simply had Sam on stage. How do you consider all the things that Sam stated, and the way it pertains to form of all the safety we will want to guard in opposition to that?
Burt Podbere
Chief Monetary Officer
Meta, you stated it proper, they are going to want safety. And we’re right here to assist. Look, now we have a partnership with OpenAI and others. And we’re actually enthusiastic about what we are able to do collectively. And we do not touch upon who our prospects are. However definitely, now we have a whole lot of interactions with Sam and the crew. So we’re excited to see what the long run holds.
Meta Marshall
Morgan Stanley, Analysis Division
All proper. Excellent. All proper. We will placed on nearly as good of a present. All proper.
Burt Podbere
Chief Monetary Officer
I am right here to assist.
Meta Marshall
Morgan Stanley, Analysis Division
Precisely. So that you reported very sturdy fiscal This fall earnings on Tuesday this week. There have been a whole lot of highlights. We noticed EDR reaccelerate, continued sturdy development throughout a number of development pillars, sturdy traction with Flex. What had been a few of the most encouraging indicators for you versus form of expectations you had coming into the quarter?
