CrowdStrike
CRWDQ4 2025(CRWD Q3 FY2026)Estimated20% AI
AI Revenue %
20%
AI Fair Value
$11.5B
AI Revenue (Q)
$579.0M
Total Revenue (Q)
$2.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Quarter ending Oct 31, 2025. CrowdStrike remains a single operating and reportable segment. Total assets grew to $9.97B (from $8.70B at Jan 31, 2025), with goodwill increasing to $1.35B (from $912.8M) reflecting the Onum acquisition. Deferred revenue continues to grow ($2.85B current + $1.21B noncurrent = $4.06B total). The AI branding and product positioning remain consistent. No AI-specific revenue is broken out. Charlotte AI has been available for over 2 years. Maintaining 20% estimate reflecting the mature AI product suite within the broader cybersecurity platform. The company's total revenue can be estimated at approximately $1.1B+ for this quarter given the growth trajectory.
Analyzed by claude-opus-4-6
Quoted Figures
CrowdStrike s Chief Operating Decision Maker (CODM), the Chief Executive Officer, manages the Company s business activities as a single operating and reportable segment at the consolidated level.
10-Q for quarter ended October 31, 2025, Note 13 Segment Information
The actions associated with the Plan were substantially completed as of October 31, 2025.
10-Q for quarter ended October 31, 2025, Note 14 Strategic Plan
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