CrowdStrike (CRWD): FY26 Q4 earnings call, Mar 4, 2026
On its Mar 4, 2026 earnings call (FY26 Q4), CrowdStrike said 8 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 8 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| Acquisition | Yes | 11 | 12 | ✓ | 84%n=1+tx from settlement history blended with transcripts | – |
| SGNL / Signal | Yes | 8 | 8 | ✓ | 33%transcripts from the transcript model | – |
| Falcon Flex | Yes | 7 | 7 | ✓ | 96%n=1+tx from settlement history blended with transcripts | – |
| Consolidation | Yes | 7 | 7 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Hyperscaler | Yes | 6 | 7 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| AWS | Yes | 3 | 3 | ✓ | 92%n=1+tx from settlement history blended with transcripts | – |
| Microsoft | Yes | 3 | 4 | ✓ | 36%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 2 | 2 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Outage | No | 0 | 0 | ✓ | 59%n=1+tx from settlement history blended with transcripts | – |
| Gen AI / Generative AI | No | 0 | 0 | ✓ | 50%n=1+tx from settlement history blended with transcripts | – |
| China | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – |
| Hack / Hacker | No | 0 | 0 | ✓ | 41%n=1+tx from settlement history blended with transcripts | – |
| Shadow | No | 0 | 0 | ✓ | 34%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.
7 matches for “Falcon Flex”; 4 quoted, at least 25 words apart.
…delivered $1.69 billion in ending ARR from accounts that have adopted the Falcon Flex subscription model, growing more than 120% year-over-year, turbocharging our land-and-expand motion.…
…Our results are also driven by our go-to-market innovation, creating the revolutionary Falcon Flex subscription model, which we now see mimic across cybersecurity. The model…
…120% year-over-year. We now have more than 1,600 customers who have adopted Falcon Flex and added more than 350 Flex customers in Q4. That amounts…
…lift of an additional 48% from their initial Flex subscription. In summary, Falcon Flex unlocks never-seen-before adoption for customers. Flex is now how we go…
Where the listed words were said
…ending ARR grew more than 300% year-over-year, more than 5x since our acquisition of Adaptive Shield, as customers protect the rapidly growing agentic SaaS attack…
…approximately 2 trillion vertices, analyzing 15-plus petabytes of data, structured, queryable, security signals at scale no one can replicate. Frontier models can augment security, summarize…
…ease of use of our ITDR and PAM solutions in a Flex consolidation. While our Next-Gen Identity business had an excellent quarter, we're most excited…
…and novel AI operating systems such as VAST Data; three, neoclouds and hyperscalers, securing where AI happens in the cloud across AWS, OCI, GCP, Azure…
…alone, we did nearly $1.5 billion of total contract value on the AWS marketplace, growing nearly 50% year-over-year. Then a few weeks ago, Satya Nadella…
…a clear evolution of how our companies see each other and how Microsoft and CrowdStrike are working together to make the world a safer place.…
…forward. Customers want to leverage their own models. We leverage Nemotron with NVIDIA. It's an unbelievable time to be in tech, and you're going to…
Agents: this page as TSV at /api/v1/appearances/crowdstrike:2026-03-04:earnings_call · words: /api/v1/brief?appearance=crowdstrike:2026-03-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP