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CrowdStrike
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Latest analysis
Updated Aug 27, 2026
CrowdStrike ARR surpasses $5.8B growing 25% YoY as July 19 Incident litigation overhang persists and five acquisitions in 18 months signal aggressive platform expansion
CrowdStrike's ARR reached $5.84 billion as of July 31, 2026, accelerating to 25% YoY growth versus 20% in the prior year period, with net new ARR of $332.8 million in Q2 FY2027 versus $221.1 million in Q2 FY2026 — the clearest signal that the July 19 Incident demand drag is abating. Total revenue for the six months ended July 31, 2026 grew 26% to $2.86 billion, with subscription gross margin expanding one percentage point to 78%, while R&D spend surged 27% reflecting a 16% headcount increase and deliberate investment in agentic and generative AI capabilities. The company closed four acquisitions in fiscal 2027 to date (Seraphic, SGNL, Pangea, Onum) for approximately $881 million in combined cash consideration, and signed a definitive agreement to acquire XM Cyber's technology assets for $145 million, positioning CrowdStrike to expand from endpoint into browser security, identity orchestration, AI detection, telemetry management, and attack path visualization.
Tone: bullishRevenue
$4.8B
CRWD 10-K · FY 2026
Employees
10,698
Revenue (prior FY)
$4B
Founded
2011
Profile
CRWD 10-K Item 1 · Mar 5, 2026CrowdStrike is an AI-native cybersecurity company that delivers its Falcon platform as a cloud-native SaaS product covering endpoint security, cloud workload protection, identity threat protection, next-generation SIEM, and adjacent IT operations. Founded in 2011, the company serves more than 88,000 organizations globally through a land-and-expand subscription model priced per endpoint and per module. Its competitive differentiation rests on a single lightweight sensor, a crowdsourced Security Cloud, and graph-based AI that processes trillions of cybersecurity events weekly.
Read filing description ↓ Collapse description ↑
Founded in 2011, CrowdStrike reinvented cybersecurity for the cloud and artificial intelligence era and transformed the way cybersecurity is delivered and experienced by customers. We took a fundamentally different approach to solve this problem with the AI-native CrowdStrike Falcon cybersecurity platform, which serves as the operating system for cybersecurity. CrowdStrike built the first, true, cloud-native platform with AI at the core, capable of harnessing vast amounts of security and enterprise data to drive real-time security decisions and response - stopping breaches at scale through a single lightweight sensor. The CrowdStrike Falcon platform is designed to be the definitive platform for cybersecurity consolidation, purpose-built to stop breaches. The platform's single, lightweight sensor collects and integrates data from across the enterprise, including endpoints, cloud workloads, identities, and third-party sources. This data is ingested once and reused across multiple security functions, forming the foundation for detection, investigation, and response across the platform. We use this to train our AI to detect and prevent threats and drive workflow automation to give security teams machine speed advantage to stop adversaries. By consolidating and replacing legacy point products and fragmented platforms across key areas of security and IT, the Falcon platform delivers a unified, modern approach that increases capabilities, reduces complexity, and lowers costs - all while stopping breaches. We believe our approach has defined a new category called the AI Security Cloud, which has the power to transform the cybersecurity industry the same way the cloud has transformed the customer relationship management, human resources, and service management industries.
Primary products
- Falcon platform
- Endpoint Security (next-generation antivirus, EDR, XDR)
- Cloud Security
- Exposure Management
- Managed Detection and Response (Falcon Complete Next-Gen MDR)
- Counter Adversary Operations
End markets
Geographies
Named customers
Our business is not dependent on any particular end customer.
Named competitors
“Although certain of our competitors enjoy greater resources, recognition, deeper customer relationships, larger existing customer bases, or more mature intellectual property portfolios, we believe that we compete favorably with respect to these factors and that we are well positioned as a leading provider of endpoint and workload security solutions.” Competitive position, as stated in the filing
Revenue commentary · FY 2026
International revenue grew from $1,270.7 million in fiscal 2025 to $1,595.4 million in fiscal 2026, representing an increase of 26%, per Item 1 disclosure; consolidated total revenue for fiscal 2026 was not determinable from the provided income statement excerpt.
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