CrowdStrike 2026年季度报告

(Mark One) ☑QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period endedApril 30, 2026 OR CROWDSTRIKE HOLDINGS, INC. (Exact Name of Registrant as Specified in Its Charter)___________________________________________________________________________________________________ (I.R.S. EmployerIdentification Number) (Address of principal executive offices)__________________________________________________________________________________________________ Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities ExchangeAct of 1934 during the preceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subjectto such filing requirements for the past 90days. Yes☑No☐ Indicate by check mark whether the registrant has submitted electronically every interactive Data File required to be submitted pursuant toRule405 of Regulation S-T (§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant was required tosubmit and post such files)Yes☑No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of“large accelerated filer,”“accelerated filer,”“smaller reporting company”and“emerging growth company”in Rule12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section13(a)of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act). Yes☐No☑As of May28, 2026, the number of shares of the registrant’s common stock outstanding was254,564,820. CROWDSTRIKE HOLDINGS,INC. TABLE OF CONTENTS PART I. FINANCIAL INFORMATION Item1.Financial Statements (unaudited)Condensed Consolidated Balance Sheets as of April 30, 2026 and January 31, 20266Condensed Consolidated Statements of Operations for the Three Months Ended April 30, 2026 and April 30,20257Condensed Consolidated Statements of Comprehensive Income (Loss) for the Three Months Ended April 30,2026 and April 30, 20258Condensed Consolidated Statements of Stockholders’ Equity for the Three Months Ended April 30, 2026 andApril 30, 20259Condensed Consolidated Statements of Cash Flows for the Three Months Ended April 30, 2026 and April 30,202510Notesto Unaudited Condensed Consolidated Financial Statements11Item2.Management’s Discussion and Analysis of Financial Condition and Results of Operations35Item3.Quantitative and Qualitative Disclosures about Market Risk48Item4.Controls and Procedures48 Item1.Legal Proceedings49Item1A.Risk Factors49Item2.Unregistered Shares of Equity Securities and Use of Proceeds83Item3.Defaults Upon Senior Securities83Item4.Mine Safety Disclosures83Item5.Other Information83Item6.Exhibits83Signatures85 SPECIAL NOTEREGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form10-Q contains forward-looking statements within the meaning of the Securities Act of 1933, asamended (the “Securities Act”), the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and the Private SecuritiesLitigation Reform Act of 1995. All statements contained in this Quarterly Report on Form10-Q other than statements of historicalfact, including statements regarding our future operating results and financial position, our business strategy and plans and ourobjectives for future operations, are forward-looking statements. The words “believe,” “may,” “will,” “potentially,” “estimate,”“continue,” “anticipate,” “intend,” “could,” “would,” “project,” “plan,” “expect” and similar expressions that convey uncertainty offuture events or outcomes are intended to identify forward-looking statements. These forward-looking statements include, but are not limited to, statements concerning the following: •our future financial performance, including our expectations regarding our revenue, cost of revenue, gross profit orgross margin, operating expenses (including changes in sales and marketing, research and development, and generaland administrative expenses), and our ability to achieve, and maintain, future profitability;•market acceptance of our cloud platform;•the effects of increased competition in our markets and our ability to compete effectively;•our ability to maintain the security and availability of our cloud platform;•our ability to maintain and expand our customer base, including by attracting new customers;•our ability to develop new solutions, or enhancements to our existing solutions, and bring them to market in a timelymanner;•anticipated trends, growth rates and challenges in our business and in the markets in which we operate;•our