CrowdStrike
CRWDQ1 2024(CRWD Q4 FY2024)Estimated17% AI
AI Revenue %
17%
AI Fair Value
$8.0B
AI Revenue (Q)
$171.7M
Total Revenue (Q)
$1.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
CrowdStrike's 10-K for fiscal year ending Jan 31, 2024 now explicitly describes the platform as 'the AI-native CrowdStrike Falcon XDR platform -- the first, true, cloud-native platform built with artificial intelligence (AI) at the core.' This is a significant branding shift. The company now offers 29 cloud modules and mentions 'securing generative AI workloads' as a product area. Charlotte AI has been generally available for several months. Still a single operating segment with no AI revenue breakout. Increasing estimate to 17% reflecting: (1) Charlotte AI gaining traction, (2) AI-security modules for protecting generative AI workloads, and (3) the fundamental AI/ML detection engine. However, the vast majority of revenue remains cybersecurity subscriptions.
Analyzed by claude-opus-4-6
Quoted Figures
the AI-native CrowdStrike Falcon XDR platform the first, true, cloud-native platform built with artificial intelligence (AI) at the core, capable of harnessing vast amounts of security and enterprise data to deliver highly modular solutions through a single lightweight agent.
10-K for fiscal year ended January 31, 2024, Item 1 Business
The Company operates as one operating and reportable segment.
10-K for fiscal year ended January 31, 2024, Item 8 Segment Note
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