CrowdStrike
CRWDQ1 2025(CRWD Q4 FY2025)Estimated19% AI
AI Revenue %
19%
AI Fair Value
$10.6B
AI Revenue (Q)
$234.5M
Total Revenue (Q)
$1.2B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
CrowdStrike's 10-K for fiscal year ending Jan 31, 2025. The company now describes itself as having 'reinvented cybersecurity for the cloud and artificial intelligence (AI) era.' The 10-K mentions 'securing generative AI workloads' as a product offering among the 29 cloud modules. Charlotte AI has been available for over a year. The platform is described with heavy AI branding: 'AI-native CrowdStrike Falcon cybersecurity platform,' 'cloud-scale AI,' 'train our AI to detect and prevent threats.' However, still a single operating and reportable segment. No AI-specific revenue line item. Increasing estimate slightly to 19% reflecting: (1) Charlotte AI gaining meaningful adoption after 1+ year, (2) expanded AI security module offerings, (3) increased AI/ML investment in the core platform. The company adopted new segment reporting guidance (ASC 280) but remains a single segment.
Analyzed by claude-opus-4-6
Quoted Figures
Founded in 2011, CrowdStrike reinvented cybersecurity for the cloud and artificial intelligence (AI) era and transformed the way cybersecurity is delivered and experienced by customers.
10-K for fiscal year ended January 31, 2025, Item 1 Business
the AI-native CrowdStrike Falcon cybersecurity platform the first, true, cloud-native platform built with AI at the core, capable of harnessing vast amounts of security and enterprise data
10-K for fiscal year ended January 31, 2025, Item 1 Business
We use this to train our AI to detect and prevent threats and drive workflow automation to give security teams machine speed advantage to stop adversaries.
10-K for fiscal year ended January 31, 2025, Item 1 Business
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