CrowdStrike (CRWD): FY27 Q2 earnings call, Aug 26, 2026
On its Aug 26, 2026 earnings call (FY27 Q2), CrowdStrike said 10 of the 17 words Kalshi listed; Parrot’s count agreed with 16 of 17 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
17 words · 10 settled yes · our count agreed on 16 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 |
|---|---|---|---|---|---|---|---|
| Falcon Flex | Yes | 19 | 20 | ✓ | 93%n=3+tx from settlement history blended with transcripts | Hear it 4:13, Falcon Flex | – |
| Mythos | Yes | 8 | 10 | ✓ | 74%transcripts from the transcript model | Hear it 2:17, Mythos | – |
| Consolidation | Yes | 5 | 5 | ✓ | 93%n=3+tx from settlement history blended with transcripts | Hear it 9:57, Consolidation | – |
| Tailwind | Yes | 4 | 4 | ✓ | 76%n=1+tx from settlement history blended with transcripts | Hear it 33:27, Tailwind | – |
| Nvidia | Yes | 2 | 2 | ✓ | 81%n=3+tx from settlement history blended with transcripts | Hear it 21:18, Nvidia | – |
| Claude | Yes | 2 | 2 | ✓ | 52%n=1+tx from settlement history blended with transcripts | Hear it 10:45, Claude | – |
| Shadow | Yes | 2 | 2 | ✓ | 49%n=2+tx from settlement history blended with transcripts | Hear it 33:39, Shadow | – |
| AWS | Yes | 1 | 1 | ✓ | 93%n=3+tx from settlement history blended with transcripts | Hear it 18:39, AWS | – |
| Acquisition | Yes | 1 | 1 | ✓ | 91%n=3+tx from settlement history blended with transcripts | Hear it 29:37, Acquisition | – |
| XM Cyber | Yes | 1 | 1 | ✓ | 17%transcripts from the transcript model | Hear it 29:38, XM Cyber | – |
| AI Detection | No | 2 | 2 | ✗ | 41%transcripts from the transcript model | Hear it 19:54, AI Detection | – |
| OpenAI | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – | |
| Gen AI / Generative AI | No | 0 | 0 | ✓ | 32%n=3+tx from settlement history blended with transcripts | – | |
| China | No | 0 | 0 | ✓ | 22%n=2+tx from settlement history blended with transcripts | – | |
| Cerebras | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Continuous Identity | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Germany | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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.
5 matches for “Consolidation”; 5 quoted, at least 25 words apart.
…eight-figure net new Falcon Flex, CrowdStrike delivered superior outcomes and immediate platform consolidation. Our Falcon Flex go-to-market motion unlocks the complete aperture of the Falcon…
…with CrowdStrike by more than three times. This Falcon Flex addresses platform consolidation and SIEM transformation across Kroll's existing Falcon install base and incoming new…
…respectively. Falcon Flex continues to be a key driver of our platform consolidation, with this quarter showcasing the power of our Flex first strategy. In…
…and the power of our platform strategy with AI-driven demand accelerating platform consolidation and helping deliver the strongest quarter in CrowdStrike's history. We also exited…
…that creates durable demand across the Falcon platform. Combined with continued platform consolidation and strong Falcon Flex momentum, these demand signals reinforce our confidence in…
Where the listed words were said
…and gross dollar-based retention improved over the prior quarter. Seven, all-time record Falcon Flex quarter with ending ARR from accounts that have adopted the Falcon…
…we last spoke, we were just weeks after what we called the Mythos moment, an inflection point in cybersecurity. The world came to understand that…
…we told you, was going to be a growth driver and a tailwind for us, and you saw that show up in our results. When…
…in overdrive. As I shared last quarter, Dr. Bartley Richardson, previously at NVIDIA, has joined us as our Chief AI and Autonomous Systems Officer as…
…work on the endpoint, both through fast-growing tools such as Codex and Claude, as well as custom agentic applications. In sampling our customer base, we…
…not really going to have the capabilities to identify rogue AI agents, shadow AI, and be able to protect against it. It is very unique…
Agents: this page as TSV at /api/v1/appearances/crowdstrike:2026-08-26:earnings_call · words: /api/v1/brief?appearance=crowdstrike:2026-08-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP