FY2027 Q2 10-Q: almost everything the balance sheet gained is a book entry created by buying companies. In the same half a year earlier, nothing was paid for acquisitions
CrowdStrike (CRWD) grew total assets from $11,087m to $12,025m in six months, an increase of $938m. Goodwill rose $888m over the same period — 94.7% of the increase.
CrowdStrike makes software that protects company computers from attack. The business grew over these six months, but most of what it gained is an amount newly recorded on the books from buying other companies. In the same period a year earlier it paid nothing at all for acquisitions.
24 Filing score · Small change
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By itself it marks an acquisition. Its share of the increase in assets is set out in the subscriber section.
Cash paid for acquisitions, and the same figure a year earlier, are compared in the subscriber section.
Revenue, gross profit and the operating line are set beside the prior year in the subscriber section.
Cash at the prior year end and at this quarter end is compared in the subscriber section, alongside what left over the same half.
On SEC EDGAR, open CrowdStrike Holdings, Inc.'s fiscal 2027 second-quarter 10-Q (accession 0001535527-26-000031) and read the balance sheet and business combinations note.
Open the filing cited at the bottom of the article (e.g. the 10-Q note number) on SEC EDGAR via the link at the end of the article.
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