CrowdStrike
CRWDQ3 2025(CRWD Q2 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 Jul 31, 2025. CrowdStrike continues as a single operating and reportable segment. The strategic Plan workforce reduction of ~500 positions was substantially completed by Jul 31, 2025 ($45.0M in total charges). The company announced acquisition of Onum Technology Inc. for ~$290M (closed Q3 FY2026) as a subsequent event. Charlotte AI continues to mature. No AI-specific revenue breakout. The AI branding and product suite remain consistent with prior quarter. Maintaining 20% estimate.
Analyzed by claude-opus-4-6
Quoted Figures
The actions associated with the Plan were substantially completed as of July 31, 2025.
10-Q for quarter ended July 31, 2025, Note 14 Strategic Plan
On August 25, 2025, the Company entered into an Agreement and Plan of Merger to acquire Onum Technology Inc., a privately held company. The total purchase price for the transaction will be approximately $290.0 million.
10-Q for quarter ended July 31, 2025, Note 15 Subsequent Events
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