CrowdStrike Holdings, Inc. is a global leader in cybersecurity, offering an AI-native platform designed to prevent breaches through a software as a service (SaaS) subscription model. The company's unified platform provides cloud-delivered protection for endpoints, cloud workloads, identity, and data, spanning multiple security markets . CrowdStrike's Falcon platform is central to its offerings, with a significant portion of sales conducted through channel partners. The company is focused on expanding its international operations, which contributed to 32% of its total revenue in fiscal 2024 .
- Cloud Security - Delivers comprehensive protection for cloud workloads, achieving rapid growth and significant market presence.
- Identity Protection - Offers robust solutions to safeguard user identities, contributing substantially to the company's revenue growth.
- LogScale Next-Gen SIEM - Provides advanced security information and event management capabilities, enhancing threat detection and response.
- Corporate Endpoint Security - Protects corporate devices from cyber threats, forming a core part of the company's security offerings.
- Security and IT Operations - Integrates security measures with IT operations to streamline processes and improve efficiency.
- Managed Security Services - Offers expert-managed security services to help organizations strengthen their cybersecurity posture.
- Threat Intelligence - Provides actionable insights into emerging threats to help organizations proactively defend against cyber attacks.
- Data Protection - Ensures the security and integrity of sensitive data across various environments.
- Exposure Management - Identifies and mitigates potential vulnerabilities within an organization's infrastructure.
- Cybersecurity Generative AI - Utilizes AI to enhance cybersecurity measures and automate threat detection and response.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
George Kurtz ExecutiveBoard | President, CEO, and Director | Chairman and President of CrowdStrike Foundation | Co-founder of CrowdStrike, instrumental in its growth as a leading cybersecurity company. Holds a B.S. in Accounting from Seton Hall University. | View Report → |
Burt W. Podbere Executive | Chief Financial Officer (CFO) | Treasurer and Board Member of CrowdStrike Foundation | Joined CRWD in 2015, oversees financial operations. Previously CFO at OpenDNS and Net Optics. Holds a B.A. from McGill University and is a Chartered Accountant. | |
Michael Sentonas Executive | President | Board Member of CrowdStrike Foundation; Member of Forbes Technology Council | Joined CRWD in 2016, previously CTO. Oversees product and go-to-market functions. Holds a Bachelor’s degree in Computer Science from Edith Cowan University. | |
Shawn Henry Executive | Chief Security Officer | Director at ShoulderUp Technology Acquisition Corp.; Board Member at CLEAR; Advisory Board Member at Hofstra University and Global Cyber Alliance | Former President of CrowdStrike Services (2012-2022). Leads security operations. Holds a B.B.A. from Hofstra University and an M.S. in Criminal Justice from Virginia Commonwealth University. | |
Cary J. Davis Board | Director | Managing Director at Warburg Pincus; Board Member at Clearwater Analytics | Focuses on investments in software and financial technology. Holds a B.A. in Economics from Yale University and an MBA from Harvard Business School. | |
Denis J. O’Leary Board | Director; Chair of Nominating and Corporate Governance Committee | Board Member at Ventiv, Inc. | Extensive financial and executive experience. Holds a B.A. in Economics from the University of Rochester and an MBA from New York University. | |
Gerhard Watzinger Board | Chairman of the Board | Board Member at Mastech Digital, Invicti Security, and NinjaOne | Chairman since 2012. Brings deep operational expertise in cybersecurity and IT industries. Holds a degree in Computer Science from the University of Applied Sciences in Munich. | |
Godfrey R. Sullivan Board | Director; Member of Audit Committee | Board Member at Marqeta and GitLab | Former CEO of Splunk. Brings enterprise software expertise. Holds a B.B.A. from Baylor University. | |
Johanna Flower Board | Director | Board Member at Freshworks and ForgeRock | Former CMO of CrowdStrike. Brings cybersecurity and go-to-market expertise. Holds a B.A. in Business Administration from the University of Brighton, UK. | |
Laura J. Schumacher Board | Director | Board Member at General Dynamics; Trustee at Ronald McDonald House Charities | Extensive experience in legal, regulatory, and corporate governance. Holds a B.B.A. in Accounting from the University of Texas at San Antonio. | |
Roxanne S. Austin Board | Director; Chair of Audit Committee | President of Austin Investment Advisors; Board Member at AbbVie, Freshworks, and Verizon Communications | Extensive experience in risk management, corporate governance, and financial expertise. Holds a B.B.A. in Accounting from the University of Texas at San Antonio. | |
Sameer K. Gandhi Board | Director; Chair of Compensation Committee | Partner at Accel; Board Member at Freshworks | Venture capitalist focusing on consumer, cloud/SaaS, and media companies. Holds a B.A. in Economics from Yale University and an MBA from Harvard Business School. |
- Can you explain in more detail the temporary divergence between ARR and revenue growth due to the customer commitment packages, and when do you expect ARR to align with revenue again?
- Given that customer commitment packages may result in muted upsell rates and higher-than-typical contraction in Q4, how are you planning to manage these risks to meet your guidance?
- While you mentioned that Falcon Flex customers have adopted more than nine modules on average, it's still too early to determine renewal trends; what evidence supports your confidence in ARR reacceleration next year?
- With the majority of outbound pipeline-generating activities delayed following the July 19 incident, what specific steps are you taking to rebuild pipeline and address extended sales cycles?
- Despite the strong increase in RPO due to longer deal durations, how should investors interpret this in terms of future ARR and revenue recognition, considering the lag effects you've mentioned?
Research analysts who have asked questions during CrowdStrike Holdings earnings calls.
Andrew Nowinski
Wells Fargo
5 questions for CRWD
Brian Essex
JPMorgan Chase & Co.
5 questions for CRWD
Gabriela Borges
Goldman Sachs
5 questions for CRWD
Saket Kalia
Barclays Capital
5 questions for CRWD
Tal Liani
Bank of America
5 questions for CRWD
Joseph Gallo
Jefferies & Company Inc.
4 questions for CRWD
Matthew Hedberg
RBC Capital Markets
4 questions for CRWD
Gregg Moskowitz
Mizuho
3 questions for CRWD
Joel Fishbein
Truist Securities
3 questions for CRWD
Roger Boyd
UBS
3 questions for CRWD
Fatima Boolani
Citi
2 questions for CRWD
Hamza Fodderwala
Morgan Stanley
2 questions for CRWD
Patrick Colville
Scotiabank
2 questions for CRWD
Shaul Eyal
TD Cowen
2 questions for CRWD
Adam Borg
Stifel Financial Corp.
1 question for CRWD
Adam Tindle
Raymond James
1 question for CRWD
Ittai Kidron
Oppenheimer & Company
1 question for CRWD
Jeffrey Hopson
Needham & Company
1 question for CRWD
John DiFucci
Guggenheim Securities
1 question for CRWD
Jonathan Ho
William Blair & Company
1 question for CRWD
Jonathan Ruykhaver
Cantor Fitzgerald
1 question for CRWD
Keith Bachman
BMO Capital Markets
1 question for CRWD
Keith Weiss
Morgan Stanley
1 question for CRWD
Matt Hedberg
RBC Capital Markets
1 question for CRWD
Mike Cikos
Needham & Company, LLC
1 question for CRWD
Peter Levine
Evercore ISI
1 question for CRWD
Rob Owens
Piper Sandler Companies
1 question for CRWD
| Customer | Relationship | Segment | Details |
|---|---|---|---|
End User #1 | Financing arrangement | Financing | 41% of total financing receivables as of January 31, 2025 |
End User #2 | Financing arrangement | Financing | 37% of total financing receivables as of January 31, 2025 |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
A.S. Adaptive Shield Ltd. | 2024 | Acquisition on November 5, 2024 (closed November 20, 2024) for $213.8 million in cash (net of $13.8 million cash acquired and $0.7 million in replacement equity awards), enhancing CrowdStrike’s SaaS security posture management capabilities and strengthening its Cloud and Identity Security offerings through integrations with the Falcon platform. |
Flow Security Ltd. | 2024 | Acquisition on March 26, 2024 for $96.4 million in cash plus additional stock (≈$18.4 million of Class A common stock), which includes price allocation for developed technology and goodwill, aimed at expanding CrowdStrike’s data security solutions and market reach. |
Bionic Stork, Ltd. | 2023 | Acquisition on September 28, 2023 for $238.7 million in cash (net of $25.7 million cash acquired and $0.7 million in replacement awards), with additional stock issuance and price allocation emphasizing goodwill and intangible assets, extending CrowdStrike’s CNAPP capabilities by integrating its ASPM platform. |
Reposify Ltd. | 2022 | Acquisition on October 3, 2022 for $18.9 million (net of $0.5 million cash acquired), with allocation including developed technology, net tangible assets, and $14.2 million in goodwill, strategically enhancing external attack surface management while contributing incremental ARR. |
Recent press releases and 8-K filings for CRWD.
- CrowdStrike and BT have formed a strategic partnership to introduce BT Business Antivirus Detect and Respond, a new cybersecurity service for UK SMBs powered by CrowdStrike Falcon Go.
- The offering combines CrowdStrike’s AI-native protection with BT’s 24/7 expert services to prevent ransomware and breaches.
- CrowdStrike’s survey finds only 11% of SMBs currently use AI-powered defenses, underscoring a significant market opportunity.
- The solution is designed for rapid deployment and includes ongoing support for installation, protection, and incident response.
- CrowdStrike is collaborating with NVIDIA to deliver always-on, continuously learning AI agents for real-time threat detection across cloud, data center, and edge environments.
- The solution integrates CrowdStrike’s Charlotte AI AgentWorks with NVIDIA Nemotron open models and NIM microservices, enabling on-device inference and continuous learning at the edge.
- By unifying Falcon LogScale, Onum, and Pangea with NVIDIA accelerated computing and CUDA-X libraries, the partners create a high-fidelity telemetry pipeline feeding enriched security data into locally hosted AI models.
- The collaboration supports the NVIDIA AI Factory for Government reference design, facilitating on-premises and hybrid-cloud AI deployments that meet stringent federal and regulated-industry security requirements.
- 76% of global organizations struggle to match the speed and sophistication of AI-powered attacks, highlighting a widening defender gap.
- 89% of respondents consider AI-powered protection essential to closing this gap.
- 48% identify AI-automated attack chains as today’s greatest ransomware threat, while 85% say traditional detection is becoming obsolete against AI-enhanced attacks.
- CrowdStrike’s Agentic Security Platform leverages AI agents to automate security workflows and accelerate response, aiming to restore the time advantage to defenders.
- Rubrik recognized as a Leader in IDC MarketScape: Worldwide Cyber-Recovery 2025, highlighting its AI-driven threat detection, identity resilience, and rapid recovery strengths.
- Rubrik Security Cloud features continuous threat monitoring, AI-enabled anomaly detection, patented Turbo Threat Hunting (scanning 75,000 backups in 60 seconds vs. legacy 50+ days), cyber-recovery orchestration, and identity resilience; integrates with M365, AWS, Azure, GCP, Oracle Cloud, CrowdStrike, Okta, Splunk, and ServiceNow.
- In August 2025, Rubrik launched Agent Rewind, powered by Predibase AI infrastructure, enabling organizations to undo AI agent mistakes and restore applications and data.
- Solution particularly aimed at medium to large organizations in hybrid/multicloud and regulated industries (financial services, healthcare) for enhanced cyber resilience.
- Fortune Business Insights projects the global AI in cybersecurity market to grow from $34.10 billion in 2025 to $234.64 billion by 2032, a CAGR of 31.70%.
- North America led the market in 2024 with a 36.31% share, totaling $9.64 billion, up from $7.97 billion in 2023.
- Key drivers include leveraging generative AI for emerging threat detection, advanced data management, cloud computing resources, and robust governance to safeguard data integrity.
- Active companies in this market week include CrowdStrike, NVIDIA, Palo Alto Networks, and Okta, underscoring the competitive landscape.
- Elastic Security achieved 99.3% effectiveness in both automated blocking and detection across 50 simulated attack scenarios, outscoring top competitors including CrowdStrike.
- The solution registered low false positives and zero workflow delays, demonstrating minimal total cost of ownership in a five-year enterprise deployment model.
- Elastic outperformed CrowdStrike, Palo Alto Networks, and Fortinet on threat detection while matching or lowering overall deployment costs.
- CEO Burt Podbere described CrowdStrike’s vision for “security AGI,” forecasting an autonomous SOC with multi-level AI automation (AIDR) to protect potentially millions of AI agents alongside endpoints and identities
- Emphasis on CrowdStrike’s data moat: ingestion of trillions of events, 15 million label annotations, and 800+ incident response engagements over the past 12 months, powering its unified Falcon platform ** **
- Announced key product and M&A developments: integration of Pangea for cloud security, acquisition of Onum for Next-Gen SIEM, and expansion of the Falcon Flex licensing model—now adopted by 1,000+ customers
- Financial highlights: achieved 40% YoY net new ARR growth in H2 FY26, and set FY27 targets of 20%+ net new ARR growth and 30%+ free cash flow margin, while pursuing a $20 billion ARR goal by FY2036 ** **
- At Fal.Con 2025, Rubrik integrates with CrowdStrike Falcon® Next-Gen Identity Security to enable surgical rollback of malicious identity changes and restore identity providers to a safe state.
- Falcon Next-Gen Identity Security delivers real-time AI-driven threat detection and correlation across identity providers like Active Directory, Entra ID, and Okta.
- Rubrik Identity Resilience leverages immutability to reverse malicious actions or perform full clean recovery of compromised identity systems.
- The integration accelerates investigation and response by embedding rollback workflows within the Falcon console via Rubrik Security Cloud, Falcon Fusion SOAR, Next-Gen SIEM, Threat Intelligence, and Charlotte AI.
- This partnership offers unified protection across human, non-human, and AI agent identities, minimizing disruption and strengthening hybrid identity resilience.
- Adjusted EPS of $0.93, beating estimates by $0.10 per share
- Revenue of $1.17 billion, above the $1.15 billion consensus
- Subscription revenue in line with expectations; ARR exceeded forecasts
- Despite a positive earnings and guidance outlook, shares slid about 7.5–8% post-report
- CrowdStrike announced its intent to acquire Onum, a real-time telemetry pipeline management pioneer, to enhance its security analytics offerings.
- Onum will integrate with Falcon Next-Gen SIEM, delivering in-pipeline threat detection with up to 5× more events per second and reducing data storage costs by up to 50%.
- The deal eliminates the data migration bottleneck into Next-Gen SIEM, providing native data streaming and real-time filtering without third-party tools.
- Combined capabilities promise up to 70% faster incident response and 40% less ingestion overhead for security operations centers.