CrowdStrike
CRWDQ3 2024(CRWD Q2 FY2025)Estimated18% AI
AI Revenue %
18%
AI Fair Value
$9.1B
AI Revenue (Q)
$198.6M
Total Revenue (Q)
$1.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Quarter ending Jul 31, 2024. Total revenue ~$963.9M from manifest. This quarter includes the 'Channel File 291 Incident' (July 19, 2024 CrowdStrike outage) which was a major content update error affecting Windows systems. Despite this incident, revenue grew. No AI-specific revenue disclosed. The company continues operating as a single segment. Charlotte AI and AI security modules continue but the July 19 incident shifts focus to platform reliability rather than AI expansion. Maintaining 18% estimate. $963.9M x 18% = ~$173.5M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
The Channel File 291 Incident has had, and is expected to continue to have, an adverse effect on our business, sales, customer and partner relations, reputation, results of operations and financial condition.
10-Q for quarter ended July 31, 2024, Summary of Risk Factors
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