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CRWD's Q1 FY27 call touts AI as a cybersecurity tailwind after a beat, lifts net new ARR outlook by $50M+, and announces a 4-for-1 split.

CrowdStrike Holdings Inc (CRWD) reports robust financial performance with significant ARR growth and announces a four-for-one stock split to enhance investor accessibility.

With me on the call are George R. Kurtz, chief executive officer and founder of CrowdStrike, and Burt W. Podbere, chief financial officer. For us, AI adoption is not a nice to have it is an existential imperative across every geography, and vertical.

CrowdStrike delivers a strong Q1 beat on earnings and revenue, announces a 4-for-1 stock split.

CrowdStrike stock fell amid Q1 earnings and revenue that edged by consensus estimates. The company announced a four-for-one stock split.

Broadcom and CrowdStrike fell late on earnings. The SpaceX IPO price target and size have been set with the offering next week.

The cybersecurity company said it now expects annual recurring revenue of $6.53 billion to $6.56 billion for all of fiscal 2027, up from its previous target of $6.47 billion to $6.52 billion.

CrowdStrike Holdings stock was falling late Wednesday despite better-than-expected first-quarter results from the cybersecurity company. CrowdStrike reported adjusted earnings of $1.10 a share on revenue of $1.39 billion. “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment,” CEO George Kurtz said in the earnings release.

CrowdStrike reported a 15% jump in its first-quarter operating expenses ‌on Wednesday, as the cybersecurity company ramps ‌up investments in AI and product development. Shares of the ​company fell 8% in extended trading. Here are some details: • CrowdStrike expects 2027 revenue to be between $5.91 billion and $5.96 billion, compared with its ‌prior expectations of $5.87 ⁠billion to $5.93 billion.

June S&P 500 E-Mini futures (ESM26) are trending down -0.05% this morning as oil prices and bond yields climbed after the U.S. and Iran exchanged heavy fire in the Persian Gulf.

Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.

Just two months ago, software stocks were one of the market’s biggest disappointments. Today, they are among its strongest performers. Speaking on CNBC’s Options Action, options reporter Oliver Renick highlighted the dramatic reversal underway across the software sector, noting that the group has gone from a steep early-year selloff to positive returns for 2026. “Software is officially ... Software Rallies 40% From April Lows as CrowdStrike Earnings Loom

CrowdStrike is set to report earnings Wednesday afternoon, with the stock seen potentially extending its record rally following the results.

Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) will be reporting earnings this Wednesday afternoon. Here’s what to look for.

Palo Alto Networks reports earnings Tuesday as the cybersecurity company integrates CyberArk and positions itself to secure AI agents across enterprise networks.

(Article updated to include consolidated revenue figures in the fourth paragraph, as confirmed by Op

S&P 500 companies' quarterly earnings growth held steady at nearly 28% compared with financials repo

"A lot of people have said, Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business. I said it's exactly the opposite because there are going to be so many agents.

Wall Street expects $1.07 non-GAAP EPS and $1.363 billion in revenue

This week, tech investors will be watching chip and cybersecurity earnings, the impact of AI on labor market data, and the Computex annual chip summit.

This week, tech investors will be watching chip and cybersecurity earnings, the impact of AI on labor market data, and the Computex annual chip summit.

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come for the week of June 1, including fresh labor market data and quarterly results from consumer, retail, and AI sectors.

Economic releases this week will spotlight employment—in both the JOLTS and the jobs report—and business purchasing activity. Palo Alto, Dollar General, and Lululemon will close out this earnings season.

Tech bellwethers and rising retail check in this week with fresh financials.

Markets face a big week focused almost entirely on labor market assessment as comprehensive employment data builds toward Friday's May jobs report at 8:30am that will provide crucial insights into whether the labor market is stabilizing or continuing to deteriorate.

Broadcom stock is near highs ahead of earnings, along with other hot tech stocks like Credo Technology and fiber optic leader Ciena.

Okta (NASDAQ:OKTA) executives said the identity security company began fiscal 2027 with strong first-quarter momentum, citing large enterprise demand, partner engagement and contributions from newer products, while emphasizing artificial intelligence agents as a major emerging opportunity for the bu

Cybersecurity company SentinelOne forecast second-quarter revenue below analysts' expectations on Thursday and said it would cut ‌about 8% of its workforce as it looks to invest ‌in growth areas such as AI, data and cloud. • SentinelOne faces intense competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security ‌features into its products. • ⁠Even as ransomware and nation-state threats boost cybersecurity demand, some corporate clients are tightening their budgets, scrutinizing ⁠deals and extending sales cycles.

Nutanix (NASDAQ:NTNX) reported fiscal third-quarter results above its guidance ranges, with management pointing to healthy demand for hybrid cloud, application modernization and AI-related offerings, while also warning that server hardware supply constraints and higher prices continue to affect cust

Wall Street’s technology stocks looked set to lead markets higher again on Wednesday as investors piled further into the artificial intelligence trade and global equity benchmarks hit fresh record highs. Futures for the Nasdaq 100 were up 0.6% ahead of the opening bell, while contracts for...