CrowdStrike (CRWD): FY26 Q3 earnings call, Dec 2, 2025
On its Dec 2, 2025 earnings call (FY26 Q3), CrowdStrike said 7 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 7 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| AWS | Yes | 25 | 29 | ✓ | 70%transcripts from the transcript model | – |
| Consolidation | Yes | 7 | 8 | ✓ | 89%transcripts from the transcript model | – |
| Acquisition | Yes | 6 | 6 | ✓ | 78%transcripts from the transcript model | – |
| Falcon Flex | Yes | 5 | 5 | ✓ | 96%transcripts from the transcript model | – |
| Hyperscaler | Yes | 2 | 3 | ✓ | 75%transcripts from the transcript model | – |
| Nvidia | Yes | 2 | 2 | ✓ | 57%transcripts from the transcript model | – |
| Hack / Hacker | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Gen AI / Generative AI | No | 0 | 0 | ✓ | 82%transcripts from the transcript model | – |
| Outage | No | 0 | 1 | ✓ | 74%transcripts from the transcript model | – |
| Microsoft | No | 0 | 0 | ✓ | 54%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
3 matches for “Tailwind”; 2 quoted, at least 25 words apart.
…a generational opportunity for the company. AI is but one of many tailwinds continuing to propel CrowdStrike Holdings, Inc. to new heights. One thing is…
…I'm wondering if there's also a dynamic where you see an elevated tailwind to NRR for a period of time because of Flex, and Flex…
Where the listed words were said
…the operating system of cybersecurity, we recently announced our expanded partnership with AWS. Through this announcement, all of AWS's millions of customers will have access…
…higher education. Falcon Flex continues to be a powerful driver of platform consolidation with over $1.35 billion in ending ARR from accounts that have adopted…
…embrace the speed and efficiency advantages versus legacy competitors. And with the acquisition of Onum, we're making it even easier to build on CrowdStrike Holdings,…
…than $1.35 billion in ending ARR from accounts that have adopted the Falcon Flex subscription model, growing more than 200% year over year. Underpinning these…
…streaming pipeline point product as well as migrate off Splunk. Competing against hyperscalers and firewall vendor SIEMs, Falcon NextGen SIEM won the hearts and minds…
…better defender than CrowdStrike Holdings, Inc. End quote, on the stage at NVIDIA GTC in Washington DC. The transformative work we're doing with NVIDIA is…
…vibe code and become a software engineer, anyone can now also vibe hack, becoming a sophisticated adversary with AI. Three, cybersecurity in the agentic era…
Agents: this page as TSV at /api/v1/appearances/crowdstrike:2025-12-02:earnings_call · words: /api/v1/brief?appearance=crowdstrike:2025-12-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP