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aiSwingX™ analyzes US filings and reports them as news investors can read.

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Upcoming from the filings All →

2026.08.01~ 2027.01.31Neutral

M&A · H2 fiscal 2027 period

A closing or related date for an acquisition or divestiture; on closing, assets, liabilities and share count change.

“The transaction is expected to close in the second half of fiscal 2027, subject to customary closing conditions and regulatory requirements. .”
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2026.10monthNeutral

Lease · October 2026 period

A lease commencement or expiry. On commencement, lease liabilities and right-of-use assets rise and rent becomes an expense.

“The operating leases are expected to commence between October 2026 and August 2027, with lease terms between 5.0 and 11.3 years. . . 9”
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2027.02.01~ 2028.01.31Neutral

Other · fiscal 2028 (ends 2028-01-31) period

A dated fact the company wrote in its filing; see the original sentence.

“The cash consideration included (i) cash held back in an escrow fund for a partial security for post-closing true-up adjustments, which was released from escrow in January 2026, and (ii) cash held back in an escrow fund for a partial security for post-closing indemnification claims, which is expected to be released in fiscal 2028 and is reflected within restricted cash”
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2027.08monthNeutral

Lease · August 2027 period

A lease commencement or expiry. On commencement, lease liabilities and right-of-use assets rise and rent becomes an expense.

“The operating leases are expected to commence between October 2026 and August 2027, with lease terms between 5.0 and 11.3 years. . . 9”
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2029.02monthNeutral

Debt · February 2029 period

Principal comes due at this point and must be repaid in cash or refinanced. Cash on hand and borrowing costs at that time are what matter.

“On January 20, 2021, the Company issued $ 750.0 million in aggregate principal amount of 3.00 % Senior Notes maturing in February 2029 (the “Senior Notes”)”
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12.202029Neutral

Equity vesting · 2029-12-20

An equity-award vesting schedule. Vested awards are settled in shares, increasing the share count.

“The 2027 Special PSU Awards are subject to an additional service condition following the performance period, which will be satisfied in four equal quarterly installments on March 20, June 20, September 20, and December 20, 2029, subject to the grantees’ continued employment with the Company through each applicable vesting date.”
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2038.02.01~ 2039.01.31Neutral

Lease · fiscal 2039 (ends 2039-01-31) period

A lease commencement or expiry. On commencement, lease liabilities and right-of-use assets rise and rent becomes an expense.

“The Company has entered into non-cancelable operating lease agreements with various expiration dates through fiscal 2039”
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Filings EDGAR acceptance time · auto bulletin · source link

Filed	Form	Period	Auto flags
2026-08-27 01:03 UTC	10-Q	Q2 2027 · 2025-07-31

Numbers to watch every quarter

Metric	FY26Q2	FY27Q2
ARR 10-Q FY27Q2 MD&A (comparative)	4,657$M	5,841$M
Cash 10-Q FY27Q2 balance sheet		5,010$M
Deferred contract acquisition costs 10-Q FY27Q2 balance sheet (current + non-current)		1,195$M
Estimate-change effect (quarterly commission expense reduction) 10-Q FY27Q2 significant-accounting-estimates note		26$M
Quarterly net income 10-Q FY27Q2 statement of operations (comparative)	-70$M	5$M
Quarterly operating cash flow XBRL		530$M
Quarterly operating income (loss) 10-Q FY27Q2 statement of operations (comparative)	-105$M	-33$M
Quarterly revenue 10-Q FY27Q2 statement of operations (comparative)	1,169$M	1,471$M
Quarterly stock-based compensation XBRL	280$M	377$M

FY27Q2 · 10-Q · 2026-09-22 03:40 UTC

CrowdStrike lengthened the amortization period for sales commissions from four to five years, cutting Q2 expense by $25.5m — without the change, pre-tax income of $3.9m would have been a $21.6m loss; net income $5.3m

Effect of the estimate change: Q2 sales commission expense −$25.5m, first half −$53.4m. Q2 operating loss $33.2m ($58.7m before the change), pre-tax income $3.9m (−$21.6m before the change), net income $5.3m. First-half pre-tax income $43.0m (−$10.4m before the change). Stock-based compensation $376.9m = 26% of revenue of $1,470.9m. Deferred contract acquisition costs $1,194.6m ($1,103.1m at January 31). ARR $5,841.4m, net new ARR $332.8m in the quarter.

aiSwingX™ analyzes US filings and reports them as news investors can read.

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