CrowdStrike (CRWD): FY27 Q1 earnings call, Jun 3, 2026
On its Jun 3, 2026 earnings call (FY27 Q1), CrowdStrike said 11 of the 17 words Kalshi listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
17 words · 11 settled yes · our count agreed on 17 of 17- 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 | Clip | Market |
|---|---|---|---|---|---|---|---|
| SGNL / Signal | Yes | 9 | 10 | ✓ | 73%n=1+tx from settlement history blended with transcripts | Hear it 18:47, SGNL / Signal | – |
| Tailwind | Yes | 7 | 9 | ✓ | 53%transcripts from the transcript model | Hear it 22:48, Tailwind | – |
| Falcon Flex | Yes | 5 | 5 | ✓ | 95%n=2+tx from settlement history blended with transcripts | Hear it 4:15, Falcon Flex | – |
| Acquisition | Yes | 4 | 4 | ✓ | 90%n=2+tx from settlement history blended with transcripts | Hear it 24:54, Acquisition | – |
| Nvidia | Yes | 3 | 3 | ✓ | 79%n=2+tx from settlement history blended with transcripts | Hear it 17:02, Nvidia | – |
| Claude | Yes | 3 | 3 | ✓ | 17%transcripts from the transcript model | Hear it 12:39, Claude | – |
| Shadow | Yes | 2 | 2 | ✓ | 21%n=1+tx from settlement history blended with transcripts | Hear it 16:01, Shadow | – |
| Consolidation | Yes | 1 | 1 | ✓ | 93%n=2+tx from settlement history blended with transcripts | Hear it 28:22, Consolidation | – |
| AWS | Yes | 1 | 1 | ✓ | 92%n=2+tx from settlement history blended with transcripts | Hear it 17:00, AWS | – |
| Hyperscaler | Yes | 1 | 1 | ✓ | 88%n=2+tx from settlement history blended with transcripts | Hear it 8:26, Hyperscaler | – |
| Hack / Hacker | Yes | 1 | 1 | ✓ | 25%n=2+tx from settlement history blended with transcripts | Hear it 7:38, Hack / Hacker | – |
| Microsoft | No | 0 | 0 | ✓ | 64%n=2+tx from settlement history blended with transcripts | – | |
| Outage | No | 0 | 0 | ✓ | 52%n=2+tx from settlement history blended with transcripts | – | |
| Gen AI / Generative AI | No | 0 | 0 | ✓ | 40%n=2+tx from settlement history blended with transcripts | – | |
| Headwind | No | 0 | 0 | ✓ | 24%transcripts from the transcript model | – | |
| China | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – | |
| Germany | No | 0 | 0 | ✓ | 17%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.
9 matches for “Tailwind”; 5 quoted, at least 25 words apart.
…in ending ARR, we are accelerating. We see this as the AI tailwind in action. Given the strength of this quarter and our confidence in…
…adopt AI safely and at scale. Our broad business momentum and the accelerating AI tailwind we see are reflected in our raised FY 2027 outlook.
Great, thanks. George and Burt, you noted a lot of tailwinds for the business as customers invest in AI. Can you just unpack which of…
…Mita. The first key driver demand for us in terms of the tailwinds are the AI tailwinds that George talked about in his prepared remarks.…
…you think the money's coming from? How much of the current AI tailwind might be incremental security spend? How much is maybe reallocation of existing…
Where the listed words were said
Our recently acquired SGNL solution and our fast-growing privileged access offering are both seeing strong early demand as enterprises lock down what agents can do…
…how we go to market with it. I think there'll be more tailwinds. Again, there are a lot of customers now that are using that…
…of revenue, up 62% year-over-year, exceeding guidance. Six, we added over 300 Falcon Flex accounts in the quarter, with accounts that have adopted this subscription…
…for the endpoint business, and Q2 record pipeline. Additionally, we closed the acquisitions of SGNL and Seraphic in the first quarter, contributing a combined $7.8…
…agents built on the Falcon platform. Partners including Accenture, AWS, Anthropic, Deloitte, NVIDIA, OpenAI, and Salesforce are building specialized security agents that operate natively on…
…best-in-class efficacy sets us apart. The rapid adoption of AI tools like Claude Cowork, Claude Code, and Codex have dramatically expanded the endpoint attack surface.…
…financial services leader added AI DR to more than 30,000 hosts for shadow AI visibility and protection in a seven-figure win. Greenfield opportunity, seamless upsell,…
…and strong momentum across competitive displacements, Falcon Flex adoption, and platform consolidation give us conviction in the durability of CrowdStrike's growth trajectory, profitability…
…one, hardware, GPUs, MPUs, TPUs, and Trainium chips. Two, data centers and hyperscalers, training and housing AI models. Three, Neoclouds, a whole new class of…
…to democratize destruction. Now, any human or agent can be a vibe hacker or worse, wage serious cyber attacks that threaten enterprise survival, nation-state continuity,…
Agents: this page as TSV at /api/v1/appearances/crowdstrike:2026-06-03:earnings_call · words: /api/v1/brief?appearance=crowdstrike:2026-06-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP