Detailed company information
CrowdStrike Holdings, Inc. delivers cloud-native cybersecurity solutions. Its comprehensive suite safeguards endpoints, cloud workloads, user identities, and critical data. The company's offerings span a wide range, including threat intelligence, managed security services, IT operations management, proactive threat hunting, Zero Trust identity protection, and log management capabilities. CrowdStrike primarily generates revenue through subscription sales of its flagship Falcon platform and its array of cloud modules. These offerings are distributed globally via a direct sales force, augmented by an extensive network of channel partners. Established in 2011, the company is headquartered in Austin, Texas.
Last Updated: Sep 2026
Earnings Transcript for 2027 - Q2Released: Aug 26, 2026
Earnings Transcript for 2027 - Q1Released: Jun 03, 2026
Earnings Transcript for 2026 - Q4Released: Mar 04, 2026
Earnings Transcript for 2026 - Q3Released: Dec 02, 2025
Earnings Transcript for 2026 - Q2Released: Aug 27, 2025
Earnings Transcript for 2026 - Q1Released: Jun 03, 2025
Earnings Transcript for 2025 - Q4Released: Mar 04, 2025
Earnings Transcript for 2025 - Q3Released: Nov 26, 2024
Earnings Transcript for 2025 - Q2Released: Aug 28, 2024
Earnings Transcript for 2025 - Q1Released: Jun 04, 2024
Earnings Transcript for 2024 - Q4Released: Mar 05, 2024
Earnings Transcript for 2024 - Q3Released: Nov 28, 2023
Earnings Transcript for 2024 - Q2Released: Aug 30, 2023
Earnings Transcript for 2024 - Q1Released: May 31, 2023
Earnings Transcript for 2023 - Q4Released: Mar 07, 2023
Earnings Transcript for 2023 - Q3Released: Nov 29, 2022
Earnings Transcript for 2023 - Q2Released: Aug 30, 2022
Earnings Transcript for 2023 - Q1Released: Jun 02, 2022
Earnings Transcript for 2022 - Q4Released: Mar 09, 2022
Earnings Transcript for 2022 - Q3Released: Dec 01, 2021
Earnings Transcript for 2022 - Q2Released: Aug 31, 2021
Earnings Transcript for 2022 - Q1Released: Jun 03, 2021
Earnings Transcript for 2021 - Q4Released: Mar 16, 2021
Earnings Transcript for 2021 - Q3Released: Dec 02, 2020
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CrowdStrike presents an integrated view of identity, runtime security, and exposure management as core controls for AI agents and modern workloads. The narrative highlights real-time risk prioritization, AIDR capabilities, and ARR-driven platform adoption in Q2 2027.
Read postCrowdStrike frames Quiltworks as a partner-led platform strategy that leverages a broad ecosystem to drive demand and Falcon platform adoption, with a near $400 million partner-associated pipeline and no Quiltworks revenue yet. The approach emphasizes platform pull-through and continued expansion of partners and capabilities.
Read postManagement frames identity as the foundation for AI agent security and shows runtime controls and exposure management as integrated, platform-driven safeguards. The discussion highlights strong platform traction and notable customer wins in Q2 2027, underscoring a growth path for CrowdStrike’s AI security suite.
Read postQuiltworks is described as CrowdStrike's ecosystem-driven, partner-led approach to expanding Falcon platform adoption through collaborative assessments and remediation with large enterprises. Management emphasizes that the initiative aims to generate platform pull-through and broader deployments, supported by a 25-plus partner network and a nearly $400 million pipeline rather than standalone assessment revenue.
Read postCrowdStrike reports record pipeline momentum and Mythos-driven urgency turning cybersecurity into a strategic AI enabler, with AI protection discussions driving demand through Q1 2027.
Read postCrowdStrike maps FY27 ARR trajectory around a strong Q1 and a heavier 2H, with high visibility into the full-year ARR guide. Upside hinges on faster AI-driven demand conversion and continued pipeline momentum.
Read postManagement explains that Mythos crystallized a cybersecurity bottleneck into an AI adoption accelerator, fueling a record Q2 pipeline and accelerating demand across multiple modules. They highlight the AI AIDR pipeline, executive engagement, and early momentum as evidence for continued confidence in Q2 and full-year guidance.
Read postAn analytical snapshot of CrowdStrike's FY27 ARR trajectory after Q1, highlighting the 42%/58% half-year mix and Q2 guidance. The analysis points to Mythos-driven tailwinds, AI-AIDR momentum, and durable retention as key drivers of potential upside.
Read postCrowdStrike's Q1 2027 earnings discussion uses Claude Code as a barometer for rapid AI-agent adoption and its impact on demand, while highlighting the endpoint as the epicenter of AI-related risk. The narrative ties AI tooling momentum to forward guidance and strategic initiatives like QuiltWorks, underscoring a shift in how customers deploy AI and how CrowdStrike positions its security solutions.
Read postCrowdStrike anticipates sustained growth in AI security demand driven by enterprise needs and increasing attack surfaces, supported by record pipeline momentum and durable platform expansion.
Read postCrowdStrike anticipates continued growth in the AI security market driven by adoption and heightened security needs, although specific 2026 capital expenditure goals related to AI remain unquantified.
Read post📈 Strong customer demand and growth across cybersecurity SaaS giants with AI security and Zero Trust as key drivers! Platforms led by PANW, CRWD, ZS, and NET show robust expansion 🚀 while OKTA faces cautious market conditions. Pricing power remains healthy, and sales strategies evolve to capture larger deals.
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