)
Company Research3 May 2024
Companies That Had Their IPO in 2019: Bull Market and Tech Dominance
Discussing the stock and IPO market in 2019, and the factors that led to the overall bullish performance of stocks during the year.
CrowdStrike (CRWD) investor relations material
CrowdStrike UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Financial and operational highlights
Achieved 73% year-over-year ARR growth, with record free cash flow and 81% subscription gross margin.
Net new ARR was the highest since calendar 4Q 2023, with only $2.8 million contribution from acquisitions.
Record non-GAAP operating income and EPS, despite absorbing acquisition expenses and hosting the Falcon Conference.
Falcon Flex contracts now represent $135 billion in ARR, with rapid growth and strong re-Flex activity.
Next-gen SIEM approaching $500 million in scale, growing close to 100%, and driving significant legacy replacement.
Platform strategy and product innovation
Emphasizes a single-agent, single-platform approach to security, focusing on integrated data architecture.
Platform enables rapid AI training and supports the vision of a level five autonomous SOC.
Falcon Flex offers a commitment-based model, enabling customers to access the full product suite and consolidate vendors.
Next-gen SIEM provides cost savings by leveraging existing EDR data and is natively available to all customers.
Recent AWS partnership makes Falcon Next-Gen SIEM the default for AWS Security Hub, expanding reach.
M&A and technology expansion
Acquisitions are focused on strong teams and technology, with a high bar for larger deals.
Onum acquisition brings advanced pipelining technology, enhancing SIEM efficiency and observability capabilities.
Pangea acquisition adds AI security building blocks, supporting secure AI application development.
Collaborations with F5 and AWS are opening new customer segments and regions.
Next-Gen SIM's disruptive pricing strategy
Path to Level 5 autonomous SOC adoption
M&A strategy balancing scale and platform
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next CrowdStrike earnings date
Q4 20263 Mar, 2026
Next CrowdStrike earnings date
Q4 20263 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
A leading provider of cyber security services
CrowdStrike is a cybersecurity company based in Sunnyvale, California. The company was founded in 2011 and has quickly become a leading provider of cloud-based endpoint protection, threat intelligence, and response services.
The main business segments
CrowdStrike operates through two main business segments:
Subscription. This segment includes the company's cloud-based endpoint protection and threat intelligence services, which are sold on a subscription basis to customers around the world.
Professional Services. This segment includes the company's consulting and training services, which help customers to implement and optimize their security solutions.
One of CrowdStrike's key competitive advantages is its innovative technology platform, which is designed to provide advanced threat protection across all endpoints, including laptops, desktops, servers, and mobile devices. The company's cloud-based architecture enables real-time threat detection and response, allowing customers to quickly identify and mitigate security threats before they can cause harm.
A growing market
In recent years, CrowdStrike has experienced significant growth, driven by the overall increase in cybersecurity threats and the company's own efforts to expand its customer base and product offerings. In 2019, the company went public on the NASDAQ exchange, with its shares listing at a valuation of around $11 billion. Some of CrowdStrike’s competitors include VMware Inc, McAfee, and Microsoft.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage