CrowdStrike's upcoming fiscal Q1 net new ARR will likely reflect typical seasonality after its record $331 million addition in Q4 FY2026, with management guiding around $250 million for the quarter ending April 30. Traders are watching continued momentum from Falcon Flex deals, which more than sextupled in value last year, alongside accelerating adoption of the company's AI-driven security features that secure large language models and agentic workloads. This follows full-year FY2026 net new ARR exceeding $1 billion for the first time, supported by strong pipeline growth and competitive win rates in the endpoint and cloud security markets. Key upcoming catalysts include the June earnings release and any updates on enterprise AI security deployments that could influence sequential trends.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$225M
51%
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$0.00 Vol.
$225M
51%
$250M
51%
$275M
50%
$300M
49%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is CrowdStrike's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Market Opened: May 15, 2026, 6:48 PM ET
Resolver
0x65070BE91...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is CrowdStrike's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x65070BE91...CrowdStrike's upcoming fiscal Q1 net new ARR will likely reflect typical seasonality after its record $331 million addition in Q4 FY2026, with management guiding around $250 million for the quarter ending April 30. Traders are watching continued momentum from Falcon Flex deals, which more than sextupled in value last year, alongside accelerating adoption of the company's AI-driven security features that secure large language models and agentic workloads. This follows full-year FY2026 net new ARR exceeding $1 billion for the first time, supported by strong pipeline growth and competitive win rates in the endpoint and cloud security markets. Key upcoming catalysts include the June earnings release and any updates on enterprise AI security deployments that could influence sequential trends.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated
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