CrowdStrike Holdings, Inc. (CRWD) Q2 FY2027 8-K Filings and Company Events

Where to find the financial statements

• 8-K dated August 26, 2026 (accession 0001535527-26-000029), Exhibit 99.1, furnishes the full press release and financial statements for the second quarter of fiscal year 2027 (three and six months ended July 31, 2026): condensed consolidated statements of operations, balance sheets as of July 31, 2026 and January 31, 2026, statements of cash flows, and GAAP-to-non-GAAP reconciliations.
• 8-K dated June 3, 2026 (accession 0001535527-26-000022), Exhibit 99.1, furnishes results and financial statements for the first quarter of fiscal year 2027 (ended April 30, 2026).
• 8-K dated March 3, 2026 (accession 0001535527-26-000007), Exhibit 99.1, furnishes results and financial statements for the fourth quarter and full fiscal year 2026 (ended January 31, 2026).
• 8-K dated December 2, 2025 (accession 0001535527-25-000030), Exhibit 99.1, furnishes results and financial statements for the third quarter of fiscal year 2026 (ended October 31, 2025).
• 8-K dated August 27, 2025 (accession 0001535527-25-000023), Exhibit 99.1, furnishes results and financial statements for the second quarter of fiscal year 2026 (ended July 31, 2025).

Earnings and guidance

• August 26, 2026 (accession 0001535527-26-000029), Second quarter fiscal 2027 results: total revenue of $1.47 billion (up 26% year over year), ending ARR of $5.84 billion (up 25%), net new ARR of $333 million (up 51% year over year, a company record), GAAP net income attributable to CrowdStrike of $5.3 million versus a year-ago loss, and non-GAAP net income of $322.9 million. The company raised its full-year fiscal 2027 net new ARR growth guidance by 630 basis points to 34% at the midpoint, and issued third-quarter fiscal 2027 guidance (ARR of $6.18–$6.19 billion, total revenue of $1.52–$1.53 billion).
• June 3, 2026 (accession 0001535527-26-000022), First quarter fiscal 2027 results, alongside a raise to full-year fiscal 2027 net new ARR guidance of 520 basis points at the midpoint.
• Earlier quarterly results are covered above under "Where to find the financial statements": fourth quarter and full fiscal year 2026 (March 3, 2026, accession 0001535527-26-000007), third quarter fiscal 2026 (December 2, 2025, accession 0001535527-25-000030), and second quarter fiscal 2026 (August 27, 2025, accession 0001535527-25-000023).
• June 3, 2025 (accession 0001535527-25-000017), First quarter fiscal 2026 results, paired with a new $1.0 billion share repurchase authorization (see Capital actions).
• May 6, 2025 (accession 0001104659-25-045244), Ahead of formal first-quarter results, the company said it expected fiscal 2026 first-quarter results (ended April 30, 2025) to be in line with or above prior guidance and reaffirmed full fiscal year 2026 guidance issued March 4, 2025.
• March 4, 2025 (accession 0001535527-25-000005), Fourth quarter and full fiscal year 2025 results (period ended January 31, 2025).

Capital actions

• Four-for-one stock split. On June 3, 2026, the Board approved a four-for-one split of Class A common stock, effected as a stock dividend: three additional shares issued for every share held by stockholders of record as of June 25, 2026, distributed after the close of business on July 1, 2026, with split-adjusted trading beginning July 2, 2026 (accession 0001535527-26-000022). The August 26, 2026 earnings release confirms the split was effected after the close of trading on July 1, 2026, and that all share and per-share figures in that release have been retroactively adjusted (accession 0001535527-26-000029).
• Share repurchase program increased to $1.5 billion. On April 6, 2026, the Board approved an additional $500 million of repurchase authorization, bringing the total program to $1.5 billion. As of that date the company had repurchased 413,130 shares at an average price of $364.57 per share (an aggregate $150.6 million), figures stated before the July 2026 four-for-one split (accession 0001535527-26-000013).
• Original $1.0 billion share repurchase program. On June 3, 2025, the Board approved the repurchase of up to $1.0 billion of common stock, with no fixed expiration date or share-count obligation (accession 0001535527-25-000017).

Restructuring

• Fiscal 2026 workforce reduction. On May 6, 2025, the company announced a strategic plan to reduce roles by approximately 500 positions, or about 5% of its global workforce, while continuing to hire in key strategic areas. The company estimated $36–$53 million in associated charges, including $19–$26 million in cash severance and related costs and $10–$20 million in non-cash stock-based compensation charges, with actions expected to be substantially complete by the end of the second quarter of fiscal 2026 (accession 0001104659-25-045244).

Acquisitions

No Form 8-K was filed under Item 2.01 (Completion of Acquisition or Disposition of Assets) announcing the closing of any of CrowdStrike's four most recent business combinations. Instead, each closing was reported in the company's periodic reports: the fiscal 2026 Form 10-K's Note on Acquisitions (Pangea and Onum, accession 0001535527-26-000010), that same 10-K's Subsequent Events note (SGNL and Seraphic), and Note 12 to the condensed consolidated financial statements in the Form 10-Q for the quarter ended July 31, 2026 (all four, accession 0001535527-26-000031). Three of the four were also announced in quarterly earnings-release highlights, as set out below. Each was accounted for as a completed business combination:

• SGNL.AI, Inc., Acquired February 20, 2026 (100% of equity interest) for total consideration of $627.9 million in cash (net of cash acquired) plus $9.2 million in replacement equity awards, resulting in $561.1 million of goodwill.
• Seraphic Algorithms Ltd., The remaining 90.6% of equity interest was acquired February 3, 2026 for $327.5 million in cash (net of cash acquired) plus $13.7 million in replacement equity awards, resulting in $325.5 million of goodwill; CrowdStrike had previously held a 9.4% stake through its Falcon Funds.
• Pangea Cyber Corporation, Acquired September 26, 2025 (100% of equity interest) for $212.1 million in cash (net of cash acquired) plus replacement equity and liability awards, resulting in $209.9 million of goodwill.
• Onum Technology Inc., Acquired September 12, 2025 (100% of equity interest) for $252.7 million in cash (net of cash acquired) plus $2.0 million in replacement equity awards, resulting in $233.1 million of goodwill.

The Pangea acquisition was announced as completed in CrowdStrike's third-quarter fiscal 2026 earnings release ("Acquired Pangea, a leader in AI security," accession 0001535527-25-000030), which does not separately mention Onum's closing, and the SGNL and Seraphic acquisitions in its fourth-quarter/fiscal-year 2026 earnings release ("Acquired SGNL, a leader in Continuous Identity" and "Acquired Seraphic Security, a leader in browser runtime security," accession 0001535527-26-000007). Onum's signing (prior to its later closing) was first announced in the second-quarter fiscal 2026 earnings release (accession 0001535527-25-000023). The fiscal 2026 Form 10-K's Management's Discussion and Analysis attributes $382.3 million of the year's business acquisitions, net of cash acquired, to the Onum and Pangea transactions. Collectively, cash paid for business acquisitions (net of cash and restricted cash acquired) totaled $881.4 million for the six months ended July 31, 2026, per the condensed consolidated statement of cash flows in the Form 10-Q for the quarter ended July 31, 2026.

A related April 21, 2026 Form 8-K disclosing a performance-based equity award to President Michael Sentonas referenced these four transactions collectively as part of the company's "platform-first M&A strategy" but did not itself disclose new acquisition terms (accession 0001535527-26-000018).

Separately, the August 26, 2026 earnings release disclosed that CrowdStrike agreed to acquire the technology assets of XM Cyber, a Schwarz Digits company, as part of an expanded strategic partnership with Schwarz Digits; as of that release the transaction was described as an agreement to acquire, not a closing (accession 0001535527-26-000029).

Management, board, and governance items

• Performance stock unit award to CEO George Kurtz. On December 22, 2025, the independent directors approved a new PSU award (target 300,000 units, 0%–200% payout range) tied to CrowdStrike's total shareholder return relative to the S&P 500 over a three-year period ending December 22, 2028, granted after all four stock-price hurdles of his August 2021 performance award had been achieved (accession 0001104659-25-124912).
• Performance stock unit award to President Michael Sentonas. On April 16, 2026, the Board approved a similar PSU award (target 100,000 units, same 0%–200% payout structure) over the same three-year performance period (accession 0001535527-26-000018).
• 2026 Annual Meeting results (June 17, 2026). Stockholders elected two Class I directors, ratified PricewaterhouseCoopers LLP as auditor for fiscal year 2027, and approved an amendment and restatement of the certificate of incorporation limiting officer liability under Delaware law; an advisory proposal to ratify the company's supermajority voting provisions was not approved. The amended certificate of incorporation was filed with the Delaware Secretary of State and became effective June 22, 2026 (accession 0001104659-26-076376).
• 2025 Annual Meeting results (June 18, 2025). Stockholders elected three Class III directors and ratified PricewaterhouseCoopers LLP as auditor for fiscal year 2026 (accession 0001104659-25-061216).
• Fiscal 2026 executive compensation. In April 2025 the Board approved fiscal 2026 base salary and target incentive compensation for CEO George Kurtz ($1,100,000 base salary, 135% target incentive) and President Michael Sentonas ($875,000 base salary, 100% target incentive), both effective February 1, 2025 (accessions 0001104659-25-039500 and 0001104659-25-036392).