CrowdStrike
CRWDQ2 2025(CRWD Q1 FY2026)Estimated20% AI
AI Revenue %
20%
AI Fair Value
$11.5B
AI Revenue (Q)
$377.0M
Total Revenue (Q)
$1.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Quarter ending Apr 30, 2025. From the filing, the company announced a 'strategic plan' (the Plan) on May 6, 2025 to reduce ~500 positions (5% of workforce) for operational efficiency. The filing describes CrowdStrike as 'the AI-native CrowdStrike Falcon platform -- the first, true cloud-native unified platform built with artificial intelligence (AI) at the core.' Charlotte AI has been available for nearly 2 years. The company is increasingly positioned as an AI security platform. Revenue continues to grow (deferred revenue $2.75B current + $1.02B noncurrent = $3.77B total deferred revenue). Increasing estimate to 20% reflecting: (1) Charlotte AI maturation and upsell adoption, (2) AI-powered workflow automation expanding, (3) Falcon for AI security modules growing with generative AI adoption across enterprises. Still no disclosed AI revenue figures.
Analyzed by claude-opus-4-6
Quoted Figures
the AI-native CrowdStrike Falcon platform the first, true cloud-native unified platform built with artificial intelligence (AI) at the core, capable of harnessing vast amounts of security and enterprise data to deliver highly modular solutions through a single lightweight agent.
10-Q for quarter ended April 30, 2025, Item 2 MD&A Overview
On May 6, 2025, we announced a strategic plan (the Plan). We estimate that we will incur approximately $36.0 million to $53.0 million in charges in connection with the Plan.
10-Q for quarter ended April 30, 2025, Item 2 MD&A Overview
AI Products Identified (Ring 1)
Falcon AI/ML threat detection engineCharlotte AIFalcon for AI securityAI-powered workflow automation
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