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.
1 match for “OpenAI”; 1 quoted, at least 25 words apart.
…four, token factories, securing the use of frontier model creators like Anthropic, OpenAI and Google Gemini; and five, AI applications and in agents securing AI…
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…
…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.…
…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…
…$1.3 billion spanning market-leading partners like Kroll, Pax8, and NinjaOne. Finally, our hyperscaler leadership continues to differentiate CrowdStrike from every other cybersecurity player. This…
…In fact, as you've seen with our results and our partnership with AWS, as an example, we transact billions through these platforms, and they're a…
…CrowdStrike's go-to-market team together. We are now open for business on the Microsoft marketplace and customers can use their Microsoft Azure consumption commitment dollars on…
…must be secured at every level, including: one, GPU foundation, partnering with NVIDIA, AMD, Intel and others to secure AI at the source; two, hardware…
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