CrowdStrike Q2 FY27 10-Q: Record ARR, $2.9B New Purchase Commitments, XM Cyber Deal
CRWD has more than doubled off its 52-week low of $85.68.
Summary
CrowdStrike's Q2 FY27 10-Q confirms record results and adds new disclosures: $2.9B in additional purchase commitments, a $145M XM Cyber acquisition, and six new insider 10b5-1 trading plans.
Key Events · Earnings and Guidance · CRWD
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Record Q2 FY27 Results Confirmed
Revenue of $1.47 billion (up 26% YoY), $333 million net new ARR, and full-year growth guidance raised to 34%.
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$2.9B New Purchase Obligations
Subsequent to July 31, 2026, the company committed to an additional $2.9 billion in non-cancelable purchase obligations from fiscal 2027 to fiscal 2034, on top of $4.1 billion already committed.
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XM Cyber Acquisition Agreement
Signed a definitive agreement in July 2026 to acquire XM Cyber Ltd.'s technology assets for $145 million in cash and stock, expected to close in the second half of fiscal 2027.
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Six New Insider 10b5-1 Trading Plans
President, CFO, CAO, Chairman, and two directors adopted Rule 10b5-1 plans covering up to 1.2 million shares total, with expirations through September 2027.
Analysis · CRWD · Technology
CrowdStrike's Q2 FY27 10-Q confirms the record results already previewed in the 8-K — $1.47B revenue, $333M net new ARR, and raised full-year guidance — but adds material new disclosures. The company committed to an additional $2.9 billion in non-cancelable purchase obligations after quarter-end, signed a $145 million agreement to acquire XM Cyber's technology assets, and disclosed six new Rule 10b5-1 trading plans covering up to 1.2 million shares from the President, CFO, CAO, Chairman, and two directors. The filing also revises prior-period financials for an immaterial stock-based compensation timing error. The July 19 Incident litigation remains an overhang, with the Delta Airlines case still in discovery and DOJ/SEC information requests ongoing.
How filings like this one have moved
In the 30 days to Sep 14, 2026, 29.9% of the 1591 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.24%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, CRWD was trading at $184.60 on NASDAQ in the Technology sector, with a market capitalization of approximately $188.8B. The 52-week trading range was $85.68 to $227.50. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.