CrowdStrike
CRWDQ4 2023(CRWD Q3 FY2024)Estimated16% AI
AI Revenue %
16%
AI Fair Value
$7.5B
AI Revenue (Q)
$154.2M
Total Revenue (Q)
$963.9M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Quarter ending Oct 31, 2023, with $786.0M total revenue per manifest. Charlotte AI is now generally available but still early in adoption. No AI revenue figures disclosed. The filing still describes a single operating segment. CrowdStrike continues to sell cybersecurity subscriptions; Charlotte AI is an add-on module but revenue contribution is undisclosed and likely immaterial at this stage. Maintaining 16% estimate.
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.
10-Q for quarter ended October 31, 2023, Item 2 MD&A
AI Products Identified (Ring 1)
Falcon AI/ML threat detection engineCharlotte AI
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 securityProfessional services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix