CrowdStrike
CRWDQ1 2023(CRWD Q4 FY2023)Estimated15% AI
AI Revenue %
15%
AI Fair Value
$6.6B
AI Revenue (Q)
$117.9M
Total Revenue (Q)
$786.0M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
CrowdStrike's 10-K for fiscal year ending Jan 31, 2023 reports the company as a single operating and reportable segment. The Falcon platform is described as 'the first, true cloud-native platform capable of harnessing vast amounts of security and enterprise data to deliver highly modular solutions through a single lightweight agent.' AI/ML is integral to the threat detection engine, but no AI-specific revenue is broken out. No Charlotte AI product exists yet. The company's 22 cloud modules are sold as cybersecurity products, not AI products.
Analyzed by claude-opus-4-6
Quoted Figures
Our pioneering platform approach keeps customers ahead of attackers by automatically detecting and preventing threats to stop breaches.
10-K for fiscal year ended January 31, 2023, Item 1 Business
The Company operates as one operating and reportable segment.
10-K for fiscal year ended January 31, 2023, Item 8 Segment Note
AI Products Identified (Ring 1)
Falcon AI/ML threat detection engine
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 securityCloud workload protectionIdentity protectionProfessional services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix