CrowdStrike
CRWDQ2 2024(CRWD Q1 FY2025)Estimated18% AI
AI Revenue %
18%
AI Fair Value
$8.9B
AI Revenue (Q)
$190.5M
Total Revenue (Q)
$1.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Quarter ending Apr 30, 2024. Total revenue $921.0M (subscription $872.2M + professional services $48.9M) from the 10-Q filing. CrowdStrike acquired Flow Security during this quarter (cloud data security). Charlotte AI continues to scale. The company increasingly positions itself as an AI platform for security. Still single operating segment, no AI-specific revenue disclosed. Estimating 18%: Charlotte AI adoption is growing, Falcon for AI (securing generative AI workloads) is expanding, and the core AI/ML detection engine remains central. $921.0M x 18% = ~$165.8M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Subscription $ 872,172... Professional services $ 48,864... Total revenue $ 921,036
10-Q for quarter ended April 30, 2024, Condensed Consolidated Statements of Operations
AI Products Identified (Ring 1)
Falcon AI/ML threat detection engineCharlotte AIFalcon for AI security
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 securityIdentity protectionCloud workload securitySIEM/log managementProfessional services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix