CrowdStrike
CRWDQ2 2022(CRWD Q1 FY2023)Estimated15% AI
AI Revenue %
15%
AI Fair Value
$6.3B
AI Revenue (Q)
$138.2M
Total Revenue (Q)
$921.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
CrowdStrike operates as a single segment reporting $535.2M in total revenue for the quarter ending Jul 31, 2022. The Falcon platform uses ML/AI models for endpoint threat detection and prevention, which CrowdStrike describes as foundational to its approach. However, no AI-specific revenue is disclosed. Customers purchase cybersecurity subscriptions, not 'AI products.' The AI/ML is the delivery mechanism for security outcomes. At this stage, Charlotte AI does not yet exist. Estimating ~15% to reflect the portion of platform value specifically driven by AI/ML threat detection capabilities that differentiate CrowdStrike from traditional signature-based competitors. This is conservative given the company markets itself as AI-native, but the product sold is cybersecurity.
Analyzed by claude-opus-4-6
Quoted Figures
CrowdStrike reinvented cybersecurity for the cloud era and transformed the way cybersecurity is delivered and experienced by customers.
10-Q for quarter ended July 31, 2022, Item 2 MD&A
AI Products Identified (Ring 1)
Falcon AI/ML threat detection engine
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Falcon endpoint securityProfessional services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix