CrowdStrike
CRWDQ4 2024(CRWD Q3 FY2025)Estimated18% AI
AI Revenue %
18%
AI Fair Value
$9.8B
AI Revenue (Q)
$397.8M
Total Revenue (Q)
$2.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Quarter ending Oct 31, 2024. Total revenue $1,010.2M from manifest -- CrowdStrike crosses $1B quarterly revenue for the first time. The filing references 'the July 19 Incident' throughout. Single operating segment persists. No AI revenue breakout. Charlotte AI and AI security products continue to scale but remain embedded within the platform subscription. Maintaining 18% estimate. $1,010.2M x 18% = ~$181.8M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
The July 19 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 October 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