CrowdStrike Holdings, Inc.(CRWD)
CrowdStrike Holdings, Inc. provides cloud-delivered protection across endpoints and cloud workloads, identity, and data. It offers threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. The company primarily sells subscriptions to its Falcon platform and cloud modules through its direct sales team that leverages its network of channel partners. It serves customers worldwide. The company was incorporated in 2011 and is based in Austin, Texas.
Latest News & Analysis
CoreWeave's Execution Headwinds Test CrowdStrike's Infrastructure-Layer Thesis
CoreWeave's guidance reduction introduces material execution risk to CrowdStrike's secure AI cloud infrastructure positioning.
CrowdStrike's Product Operationalization: From Partnerships to Shipping Software
Fal.Con 2026 expansion and product launches signal return to product velocity post-July 2024 outage.
CrowdStrike's Infrastructure Pivot: Secure AI Cloud Architecture
CoreWeave partnership operationalizes NVIDIA's AI framework at infrastructure layer, positioning CRWD as architect of secure AI cloud.
CrowdStrike SIEM: From Partnership Announcements to Customer Adoption
EY's selection of CrowdStrike Falcon SIEM transforms recovery narrative from strategic positioning into demonstrable customer adoption velocity.
CrowdStrike's Channel Expansion: From Technology Partnership to Ecosystem Orchestration
BT partnership extends CRWD's recovery narrative beyond NVIDIA, validating multi-track ecosystem execution capability post-crisis.
CrowdStrike's NVIDIA Partnership: From Crisis Recovery to AI Security Co-Architecture
NVIDIA partnership marks CrowdStrike's strategic inflection from thought leadership to edge-deployable AI agent co-development, validating recovery narrative.
Enterprise Security at an Inflection Point: AI Threat Acceleration
CrowdStrike research reveals 76% of organizations cannot match AI attack speed, validating enterprise demand for advanced threat detection.
CrowdStrike's AI Breakthrough: Charlotte AI Reshapes Cybersecurity
On February 18, 2025, CrowdStrike (CRWD) unveiled Charlotte AI Detection Triage, a pivotal innovation streamlining SOC operations and enhancing cybersecurity efficiency.
CrowdStrike's AI Revolution: Navigating Market Dynamics
CrowdStrike faces mixed market signals amid AI advancements and competitive pressures. Recent news highlights both growth opportunities and valuation concerns.
CrowdStrike: AI Innovation and Future Cybersecurity Impact
An in-depth update on CRWD's latest AI breakthrough, strategic moves, competitive landscape, and financial outlook as market dynamics evolve.
CrowdStrike (CRWD): Q4 Earnings, AI Impact, and Market Outlook
**CrowdStrike (CRWD)** is at a pivotal moment, balancing growth with market volatility and legal scrutiny. A comprehensive Q4 earnings, AI, and market outlook is provided.
CrowdStrike: FedRAMP, AI, Earnings, and the Cybersecurity Landscape
CrowdStrike navigates growth amid legal challenges and market shifts. FedRAMP authorization and AI innovations signal progress, but volatility persists.
CrowdStrike: Navigating Growth, Threats, and Market Dynamics in 2025
A comprehensive analysis of CrowdStrike's Q4 earnings preview, FedRAMP authorization, cyber threat report, and legal investigation. Actionable insights for investors.
CrowdStrike Q4 Earnings Preview: FY26 Outlook, AI, and Key Market Trends
CrowdStrike (CRWD) approaches Q4 earnings amid a dynamic cybersecurity landscape. Strong growth projections and AI-powered solutions position it well, but legal challenges persist.
CrowdStrike Intraday Update: Key Events on March 5, 2025
An intraday snapshot on CrowdStrike (CRWD) revealing key earnings, guidance concerns, and industry dynamics for March 5, 2025.
CrowdStrike (CRWD): Investor Claims, AI, and the Road Ahead
Analyzing CrowdStrike's challenges & opportunities: investor claims, AI advancements, FedRAMP, and Q4 earnings. A comprehensive look at CRWD's future.
CrowdStrike (CRWD): FY26 Guidance, SEC Probe, and Investor Concerns
CrowdStrike (CRWD) faces investor concerns amid weak FY26 guidance, an SEC probe, and decelerating customer spending, despite a strong Q4 2025.
CrowdStrike (CRWD) Analysis: Earnings, Legal Risks, AI Impact
A deep dive into CrowdStrike's FY2025 performance, FY2026 guidance, legal challenges, and AI integration impacting CRWD stock in the competitive cybersecurity market.
CrowdStrike (CRWD): IRS Investigation & Partner Program Expansion
CrowdStrike (CRWD) faces an IRS deal investigation and expands its partner program. This analysis covers legal challenges, AI opportunities, valuation, and market trends, providing insights for investors.
CrowdStrike (CRWD): Investor Probes and Market Volatility
CrowdStrike (CRWD) faces investor scrutiny amid market shifts. This analysis covers legal challenges, stock performance, AI-driven cybersecurity, and economic impacts.
CrowdStrike (CRWD) Analysis: Lawsuit, Outages, and Growth
Analysis of CrowdStrike (CRWD) amidst investor lawsuits, 2024 outages, and the competitive cybersecurity landscape. Examines legal risks, market opportunities, and future prospects.
CrowdStrike (CRWD): AI Innovation, FedRAMP Impact, and Competitive Analysis
Analysis of CrowdStrike's AI innovation, FedRAMP authorization, and competitive positioning against Palo Alto Networks and CyberArk. Key financial metrics and market outlook included.
CrowdStrike (CRWD): Navigating Challenges and Capitalizing on Growth
CrowdStrike (CRWD) navigates outages, leverages FedRAMP High, and expands partnerships amid a competitive cybersecurity landscape. Analyst upgrades signal growth potential.
CrowdStrike (CRWD): Navigating the AI-Powered Cybersecurity Landscape
CrowdStrike (CRWD) is strategically positioned in the AI cybersecurity landscape. Analysis of AI threat detection, partnerships, financial health, and stock performance.
CrowdStrike (CRWD) Analysis: Market Recognition, Financials, and Strategy
CrowdStrike's recent recognition for customer satisfaction and ITDR leadership underscores its market position ahead of key earnings.
CrowdStrike: Q1 Earnings Outlook Shifts Amid Operational Costs and Industry Acclaim
CrowdStrike faces a significant Q1 2025 EPS forecast reduction due to operational costs, contrasting with robust industry recognition ahead of its earnings report.
CrowdStrike (CRWD) AI Security & Q1 FY2026 Financial Analysis
CrowdStrike's NVIDIA partnership secures 100,000+ LLMs, reinforcing its AI security leadership. Q1 FY26 saw strong growth, raising guidance despite high valuation.
CrowdStrike (CRWD): AI & Cloud Security Fuel Growth Amid Investments
CrowdStrike's strategic initiatives in cloud and AI security are fueling robust growth, despite a recent dip in net income. Dive into CRWD's latest moves.
CrowdStrike (CRWD): Falcon Flex & AI Drive Cybersecurity Leadership
CrowdStrike's Falcon Flex has driven over $774M in Q1 FY26 bookings, showcasing strong enterprise adoption and bolstering its market position.
CrowdStrike (CRWD) Deep Dive: AI, Falcon Flex & Financial Dynamics
CrowdStrike's latest financial data reveals a fascinating paradox: surging revenue and robust cash flow juxtaposed with a recent GAAP net income dip.
CrowdStrike Holdings Inc. Financial Analysis: AI-Driven Growth & Strategic Expansion
Explore CrowdStrike's AI-powered platform growth, NVIDIA partnership, and robust financials driving its cybersecurity leadership and investor outlook.
CrowdStrike Holdings Inc Q1 FY26: AI-Driven Growth and NVIDIA Partnership Propel Cybersecurity Leadership
CrowdStrike's Q1 FY26 earnings highlight AI-powered revenue growth, NVIDIA collaboration on LLM security, and strategic positioning in cybersecurity market.
CrowdStrike Holdings Inc. AI Cybersecurity Leadership and Financial Performance Analysis - Monexa AI
Explore CrowdStrike's AI-native cybersecurity edge, NVIDIA partnership impact, robust revenue growth, and strategic financial insights shaping investor perspectives.
CrowdStrike Holdings Inc. Analysis: Navigating AI-Driven Growth and FCF Expansion
CrowdStrike advances AI-native cybersecurity with robust FCF margin growth, platform expansion, and strong financials amid fierce market competition.
CrowdStrike Holdings AI Growth and Financial Performance Analysis - Monexa AI
Explore CrowdStrike's AI-native Falcon platform, strategic partnerships, revenue growth of 29.39%, and premium valuation in cybersecurity market.
CrowdStrike Holdings: AI-Driven Growth Amidst Valuation Challenges and Market Leadership
CrowdStrike's latest financials reveal strong AI-driven revenue growth and free cash flow expansion, balanced against high valuation multiples and competitive dynamics.
CrowdStrike Holdings Inc Q2 2025: AI Cybersecurity Leadership and Financial Insights
Explore CrowdStrike's Q2 2025 AI-driven cybersecurity leadership, strategic partnerships, financial performance, and market positioning for investors.
CrowdStrike (CRWD) Q1 FY2026 Analysis: Growth, Strategy, and Competition
CrowdStrike's Q1 FY2026 results reveal robust growth driven by its Falcon platform and strategic partnerships, navigating a competitive cybersecurity landscape.
CrowdStrike Holdings, Inc. Financial Analysis and AI Strategy Update | Monexa AI
Explore CrowdStrike's AI-driven cybersecurity leadership, recent financial performance, and strategic positioning in a competitive cybersecurity market.
CrowdStrike Holdings, Inc. Market Analysis: AI Growth and Financial Dynamics
In-depth analysis of CrowdStrike's AI-driven growth, financial performance, and strategic positioning amid competitive cybersecurity sector dynamics.
CrowdStrike Holdings AI Growth and Financial Analysis August 2025 | Monexa AI
Detailed August 2025 analysis of CrowdStrike Holdings' AI-driven growth, financial performance, valuation, and competitive positioning in cybersecurity.
CrowdStrike (CRWD) — Revenue Growth, ARR Momentum and Valuation Dynamics
CrowdStrike posted strong FY2025 revenue and ARR acceleration amid GigaOm recognition for ISPM/SSPM; premium multiples heighten execution risk for investors.
CrowdStrike (CRWD): AI Momentum, ARR Lift and the Valuation Test
CrowdStrike reported **FY2025 revenue of $3.95B (+29.08%)** and record cash of **$4.32B**, while betting big on Agentic AI to accelerate ARR—raising a premium-valuation question ahead of earnings.
CrowdStrike (CRWD): Big Growth, Strong Cash — and a Premium That Demands Evidence
CrowdStrike delivered **$3.95B** revenue in FY2025 (+29.39%) and **$1.07B** free cash flow, yet trades at **~25x P/S** on a **$103.36B** market cap — creating a high-execution bar.
CrowdStrike (CRWD): FY2025 Results — Growth, Cash Flow, and the AI Premium
CrowdStrike posted **$3.95B revenue (+28.95% YoY)** in FY2025, a small GAAP loss and **$1.07B free cash flow**, testing the valuation tradeoff between AI-driven growth and margins.
CrowdStrike (CRWD): Record Q2 Net New ARR Masks Cautious Revenue Cadence — Cash Strength, Onum Buy Boosts Data Moat
CrowdStrike reported a record **$221M** Net New ARR and **$1.17B** in Q2 revenue, but conservative Q3 cadence and a high multiple keep execution risk elevated.
CrowdStrike (CRWD): FY2025 Results and Cash-Flow Strength
CrowdStrike reported **FY2025 revenue of $3.95B (+29.15% YoY)** with **$1.07B free cash flow** and a net cash position of **-$3.53B net debt** (i.e., net cash). We test whether growth, margins and cash flow align with its security-market positioning.
CrowdStrike (CRWD): Amazon SMB Push and Financial Tradeoffs
CrowdStrike’s Amazon Business Prime deal — free Falcon Go to eligible SMBs — accelerates customer acquisition, but pressure on GAAP profits and rich multiples raise execution questions.
CrowdStrike's Recovery: Resilience Framework and Falcon Product Expansion
Post-outage restructuring includes Chief Resilience Officer and new Falcon Flex, as stock recovers 28% amid AI security positioning.