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.
20 matches for “Falcon Flex”; 5 quoted, at least 25 words apart.
…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…
…platform removes friction from cybersecurity, and the go-to-market motion we created with Falcon Flex does the same. Flex is the commercial harness to enable customer…
…with average ending ARR uplift of 53% from their initial Flex subscription. Falcon Flex wins include a frontier lab that significantly grew with CrowdStrike in…
…and a legacy vulnerability management product. Landing with an eight-figure net new Falcon Flex, CrowdStrike delivered superior outcomes and immediate platform consolidation. Our Falcon Flex…
…security agents, setting the foundation for the AI SOC. In an eight-figure Falcon Flex win, a major American power provider replaced a legacy-acquired SIEM, selecting…
Where the listed words were said
…ahead of plan, Kroll took a major next step with a multi-year Falcon Flex subscription, growing their spend with CrowdStrike by more than three times.…
…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…
…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…
…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…
…Q2 showcased the power of our one-of-a-kind cloud marketplace go-to-market motion across AWS, Google, and Microsoft. Each of our hyperscaler marketplace partners, we saw a…
First, the acquisition of XM Cyber's technology assets is expected to close in the second half of FY 2027 and will not bring any ARR…
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