CrowdStrike's unbroken streak of non-GAAP EPS beats across 18 prior quarters, including a 27% outperformance in Q1 FY2027, underpins the near-100% market-implied odds for another beat in the fiscal Q2 results due after the close on August 26. Traders are pricing in continued momentum from record net new ARR of $333 million (51% YoY growth), 26% revenue expansion to $1.47 billion, and raised FY2027 net new ARR guidance by 630 basis points to a 34% midpoint. Strong subscription gross margins near 81%, free cash flow of $377 million, and Falcon Flex adoption driving over $2.29 billion in ending ARR reinforce expectations that results will exceed consensus estimates around $0.29 EPS. While tail risks such as guidance shortfalls or macro-driven spending caution remain possible, the company's consistent execution and accelerating AI-related cybersecurity demand make a miss highly improbable.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · Оновлено$1,655 Обс.
$1,655 Обс.
$1,655 Обс.
$1,655 Обс.
If CrowdStrike Holdings releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Ринок відкрито: Aug 13, 2026, 1:38 PM ET
Джерело вирішення
https://seekingalpha.com/Вирішувач
0x65070BE91...Результат запропоновано: Yes
Без оскарження
Кінцевий результат: Yes
If CrowdStrike Holdings releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Джерело вирішення
https://seekingalpha.com/Вирішувач
0x65070BE91...Результат запропоновано: Yes
Без оскарження
Кінцевий результат: Yes
CrowdStrike's unbroken streak of non-GAAP EPS beats across 18 prior quarters, including a 27% outperformance in Q1 FY2027, underpins the near-100% market-implied odds for another beat in the fiscal Q2 results due after the close on August 26. Traders are pricing in continued momentum from record net new ARR of $333 million (51% YoY growth), 26% revenue expansion to $1.47 billion, and raised FY2027 net new ARR guidance by 630 basis points to a 34% midpoint. Strong subscription gross margins near 81%, free cash flow of $377 million, and Falcon Flex adoption driving over $2.29 billion in ending ARR reinforce expectations that results will exceed consensus estimates around $0.29 EPS. While tail risks such as guidance shortfalls or macro-driven spending caution remain possible, the company's consistent execution and accelerating AI-related cybersecurity demand make a miss highly improbable.
Експериментальне резюме, згенероване ШІ з посиланням на дані Polymarket. Це не торгова порада і не впливає на вирішення цього ринку. · Оновлено



Обережно з зовнішніми посиланнями.
Обережно з зовнішніми посиланнями.
Часті запитання