CrowdStrike’s upcoming fiscal first-quarter net new ARR faces seasonal headwinds typical for the period, yet recent full-year momentum points to resilience. The company delivered $1.01 billion in net new ARR for fiscal 2026, its first time exceeding $1 billion, fueled by Falcon Flex platform consolidation deals that grew more than 6x year-over-year and strong enterprise adoption of AI-powered threat detection across GPU, agent, and prompt layers. Gross retention held near 97 percent despite the lingering effects of the 2024 outage, while competitive win rates remained elevated against Microsoft and Palo Alto Networks. Traders are watching for early signs of pipeline conversion and any revised guidance when results report in early June, as AI security spending continues to expand the addressable market.
Polymarket 데이터를 참조하는 실험적 AI 생성 요약입니다. 이것은 거래 조언이 아니며 이 마켓의 정산에 영향을 미치지 않습니다. · 업데이트$225M
51%
$250M
51%
$275M
50%
$300M
49%
$0.00 거래량
$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.
마켓 개설일: 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 first-quarter net new ARR faces seasonal headwinds typical for the period, yet recent full-year momentum points to resilience. The company delivered $1.01 billion in net new ARR for fiscal 2026, its first time exceeding $1 billion, fueled by Falcon Flex platform consolidation deals that grew more than 6x year-over-year and strong enterprise adoption of AI-powered threat detection across GPU, agent, and prompt layers. Gross retention held near 97 percent despite the lingering effects of the 2024 outage, while competitive win rates remained elevated against Microsoft and Palo Alto Networks. Traders are watching for early signs of pipeline conversion and any revised guidance when results report in early June, as AI security spending continues to expand the addressable market.
Polymarket 데이터를 참조하는 실험적 AI 생성 요약입니다. 이것은 거래 조언이 아니며 이 마켓의 정산에 영향을 미치지 않습니다. · 업데이트
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