CrowdStrike
CRWDQ2 2023(CRWD Q1 FY2024)Estimated15% AI
AI Revenue %
15%
AI Fair Value
$6.8B
AI Revenue (Q)
$144.6M
Total Revenue (Q)
$963.9M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
CrowdStrike reports $692.6M total revenue (subscription $651.2M + professional services $41.4M) for the comparable period and $921.0M for Q1 FY2025 in the same filing. Single operating segment with no AI revenue breakout. The filing period (Apr 30, 2023) is just before Charlotte AI launches. AI/ML remains embedded in the Falcon platform's threat detection. No explicit AI product revenue. Maintaining 15% estimate.
Analyzed by claude-opus-4-6
Quoted Figures
We took a fundamentally different approach to solve this problem with the CrowdStrike Falcon platform the first, true cloud-native platform.
10-Q for quarter ended April 30, 2023, 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