Shares of CrowdStrike Holdings Inc. rose slightly in late trading today after the cybersecurity company reported slightly better-than-expected earnings and revenue in its fiscal 2026 fourth quarter and gave an outlook roughly in line with expectations.

For the quarter that ended on Jan. 31, CrowdStrike reported adjusted earnings per share of $1.12, up from 81 cents per share in the same quarter of the previous fiscal year, on revenue of $1.31 billion, up 23% year-over-year. Analysts had been expecting $1.10 per share and revenue of $1.3 billion.

CrowdStrike saw its annual recurring revenue in the quarter grow 24% year-over-year, to $5.25 billion, which included $330.7 million in new net ARR added in the quarter. Net cash flow from operations came in at $497.9 million, up from $345.7 million the year prior, and CrowdStrike ended the quarter with $5.23 billion in cash and cash equivalents on hand.

Business highlights in the quarter included the November release of Charlotte Agentic SOAR, a tool that can be used to create cybersecurity automation workflows comprised of multiple AI agents. On the same day as the agentic tool release, CrowdStrike also announced a new partnership with CoreWeave Inc. to make it easier for joint customers to protect their CoreWeave-hosted workloads using CrowdStrike’s software.

December saw CrowdStrike announce the general availability of Falcon AI Detection and Response, a service that extends the company’s Falcon platform to secure the artificial intelligence prompt and agent interaction layer. AIDR was pitched as the industry’s first unified platform that secures every layer of enterprise AI, including data, models, agents, identities, infrastructure and interactions, from development through workforce usage.

In January, CrowdStrike got its wallet out and announced that it plans to acquire SGNL Inc., a startup that helps companies block unauthorized access to their systems.

For its full fiscal year 2026, CrowdStrike reported adjusted earnings per share of $3.73, up from $3.24 in the previous fiscal year, on revenue of $4.81 billion, up 22% year-over-year.

“CrowdStrike delivered a record fourth quarter and fiscal year 2026, exceeding expectations across all guided metrics,” Chief Financial Officer Burt Podbere said in the company’s earnings release. “The combination of accelerating growth, expanding profitability and record cash flow generation puts CrowdStrike in rare air.”

For its fiscal 2027 first quarter, CrowdStrike expects adjusted earnings per share of $1.06 to $1.07 and revenue of $1.36 billion to $1.364 billion. Analysts had been expecting $1.07 per share and revenue of $1.36 billion, technically making the forecast a miss and a hit at the midpoint, but both were close enough that investors were not worried.

For the full fiscal year, the company expects adjusted earnings of $4.78 to $4.90 and revenue of $5.868 billion to $5.928 billion; analysts were expecting $4.84 and $5.87 billion.

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