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Fiscal Q2 2027 (May–July) 10-Q: revenue $1.47bn (+26%), operating loss $33.2m, net income $5.3m against −$70.1m a year earlier. In February 2026 the company revised its estimate of the period of benefit for sales commissions from four to five years, reducing expense. DOJ and SEC information requests on revenue recognition and ARR reporting continue
CrowdStrike (CRWD) reported fiscal Q2 2027 (May–July 2026) revenue of $1,470.9m, up 26%, and net income of $5.3m against a $70.1m loss a year earlier. One paragraph in the 10-Q filed on August 27 resizes that swing to profit: in February 2026 the company lengthened its estimate of the period of benefit for sales commissions from four to five years, and the change reduced Q2 sales commission expense by $25.5m.
CrowdStrike changed the number of years over which it spreads the commissions paid to salespeople. That made this quarter's cost look $25.5m smaller. Measured the way it did before, the loss is larger.
49 Filing score · Moderate
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The 10-Q says the company completed an assessment in February 2026, lengthened the period of benefit for commissions from four to five years and applied it from fiscal 2027.
No. The remaining figures and what they mean are in the subscriber section of this article.
The commitments-and-contingencies note says the company has received requests for information from the U.S. Department of Justice and the SEC relating to its recognition of revenue and reporting of ARR for transactions with certain customers, the July 19 Incident and related matters, and is cooperating. It says a loss is reasonably possible but cannot be estimated, so no accrual has been recorded.
On SEC EDGAR: CrowdStrike's fiscal Q2 2027 Form 10-Q (accession 0001535527-26-000031), the significant-accounting-estimates note (the paragraph on the period of benefit), the statement of operations, the balance sheet (deferred contract acquisition costs), the commitments-and-contingencies note and the ARR table in MD&A.
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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