CrowdStrike
CRWDQ3 2022(CRWD Q2 FY2023)Estimated15% AI
AI Revenue %
15%
AI Fair Value
$6.5B
AI Revenue (Q)
$138.2M
Total Revenue (Q)
$921.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
CrowdStrike reports $580.9M total revenue for the quarter ending Oct 31, 2022, all within a single operating segment. No AI-specific revenue breakout. The company's core value proposition remains ML-powered threat detection, but all revenue is reported as subscription + professional services. No Charlotte AI product yet. Maintaining 15% estimate for AI/ML-driven portion of platform value.
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 capable of harnessing vast amounts of security and enterprise data.
10-Q for quarter ended October 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