CrowdStrike delivered strong fourth-quarter results, reporting earnings of $1.12 per share that topped Wall Street estimates of $1.10. Revenue reached $1.31 billion, slightly ahead of the $1.30 billion consensus. The cybersecurity firm's performance comes as investors worry about AI disruption across the software sector, but CrowdStrike sees opportunity rather than threat.

For the current quarter, CrowdStrike forecast earnings of $1.06 to $1.07 per share, matching expectations of $1.07. Revenue guidance of $1.36 billion to $1.364 billion aligns with the $1.36 billion consensus. Full-year fiscal 2027 projections show earnings of $4.78 to $4.90 per share against estimates of $4.84, with revenue expected between $5.87 billion and $5.93 billion.

Management highlighted that enterprise AI adoption is creating additional demand for security tools, positioning CrowdStrike to expand as companies secure AI workloads and data. The company ended fiscal 2026 with $5.25 billion in annual recurring revenue, including $1.01 billion in net new ARR during the year. CrowdStrike also delivered record operating and free cash flow in both the quarter and full year, demonstrating strong financial health despite market concerns about AI's impact on cybersecurity.