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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 Fal.Con 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Fal.Con 2025 summary17 Sep, 2025
Key themes and strategic vision
The event highlighted the transformative impact of AI and the agentic era, projecting a 100x opportunity in cybersecurity as AI agents proliferate and require new forms of protection and compliance.
The company is positioning itself as the platform leader for securing AI, cloud, endpoints, and identities, leveraging a unified architecture and deep data moat built over years of threat intelligence and telemetry.
Platform consolidation, technology leadership, and the evolving threat landscape are driving market tailwinds, with adversaries rapidly adopting new technologies and making proactive, real-time cybersecurity essential.
The evolution of identity now includes a surge in non-human identities (AI agents), with organizations expecting a 20% increase in NHIs within a year.
Customer and partner testimonials underscored the value of consolidation, operational efficiency, and trust, with large enterprises and partners building their security strategies and businesses around the platform.
Product and platform innovation
Announced 22 new innovations, including modules for agentic security, Next-Gen SIEM, identity, and data protection, with a focus on hyperautomation and AI-driven defense.
The platform is positioned as a single, hyperscalable solution securing the entire AI stack: core infrastructure, software, and identity layers.
Charlotte AI and AgentWorks introduce agentic workflows, allowing customers to build, deploy, and manage AI agents for security operations, automating complex tasks and reducing manual effort.
Strategic partnerships with NVIDIA, Meta, and Salesforce aim to secure AI infrastructure and applications.
The Falcon Flex model enables outcome-based selling, driving higher module adoption and larger, longer-term deals.
Financial performance and outlook
Q2 FY26 ending ARR reached $4.7B (+20% YoY), with record net new ARR ($221M), non-GAAP operating profit ($255M), and free cash flow ($284M).
Flex customers now represent over $1B in ending ARR, with 50% contract uplift in five months and strong adoption across customer segments.
FY27 guidance targets 20%+ YoY net new ARR growth, 24%+ non-GAAP operating margin, and 30%+ free cash flow margin.
Long-term model targets 82-85% subscription gross margin by FY 2029, leveraging economies of scale, AI-driven efficiencies, and automation.
The company is focused on reaching $20B ARR by FY36, with a 15% CAGR from FY26 to FY36.
Monetization strategy for AI agents?
How does Flex drive module adoption?
Onum's competitive edge in Next-Gen SIEM?
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Next CrowdStrike earnings date
Q3 202625 Nov, 2025
Next CrowdStrike earnings date
Q3 202625 Nov, 2025
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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.
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