NASDAQ CRWD

CrowdStrike Holdings, Inc.

Technology · Software - Infrastructure

Market cap$267.677B
P/E ratio4,357.00
Earnings / share0.06
Dividend yield0.00%
Beta1.20
Employees11,706

Company overview

CrowdStrike Holdings, Inc. (CRWD) at a glance

The week in numbers

51%
Net new ARR growth

The report explicitly describes net new ARR as increasing, indicating demand.

247wallst.com reported fiscal-second-quarter growth in newly added annual recurring revenue.

Source report
$332.8M
Net new ARR

Reported new ARR indicates demand but does not prove future sales.

247wallst.com reported fiscal-second-quarter newly added annual recurring revenue.

Source report
$5.84B
Annual recurring revenue

The article explicitly reports ARR growth, rather than a forecast.

247wallst.com cited ARR and described it as growing 25%.

Source report
$71M
Professional services revenue

The reported record may indicate service demand, subject to context.

247wallst.com described quarterly professional-services revenue as a record.

Source report
Sector
Technology
Headquarters
Austin, Texas, United States
Chief executive
George Kurtz
Employees
11,706
Founded
Aug 29, 2011
Exchange
NASDAQ
Industry
Software - Infrastructure
Country
United States
Trading currency
USD
Official website
crowdstrike.com
Company Overview
Read company overview

CrowdStrike Holdings, Inc. is a cybersecurity technology company headquartered in Austin, Texas. Founded in 2011, it operates in the software infrastructure industry and provides cybersecurity solutions in the United States and internationally. George Kurtz serves as chief executive officer, and the company has 11,706 employees.

The company primarily sells subscriptions to its Falcon platform and cloud modules through a software-as-a-service model. Its unified, cloud-delivered platform is designed to protect endpoints, cloud workloads, identities and data. Its offerings include endpoint and cloud workload security, managed security, vulnerability management, IT operations management, identity protection and threat intelligence.

CrowdStrike also provides data protection, SaaS security posture management, security orchestration, response capabilities, security information and event management, and log management services. Its portfolio includes services for securing generative AI workloads and AI-powered workflow automation. The company has described alliances with Cognizant, Snowflake and Fortanix related to enterprise AI security and data protection.

Ownership & major shareholders

CrowdStrike Holdings, Inc. shares trade on NASDAQ under CRWD. A verified breakdown of major shareholders is not included in this profile.

The week in perspective

Weekly briefing

Coverage suggests that AI-security infrastructure and heightened vulnerability concerns may create a conditional demand opportunity for CrowdStrike, particularly through its NVIDIA-related work. The reports do not demonstrate resulting bookings or revenue, while elevated expectations and uncertain threat-to-spending conversion remain the main counterweights.

News balance

2 Positive2 Risk signals2 Mixed

Positive signals

Positive signals include the reported expansion of CrowdStrike’s NVIDIA collaboration and planned Falcon AI support for OpenShell. 247wallst.com reported fiscal-second-quarter net new ARR of $332.8M, a 51% increase. If customers broaden AI-workload protection, incident response, or platform use following new vulnerabilities, demand could benefit.

Risks to watch

Material risks are that vulnerability warnings may not translate into CrowdStrike bookings, and sector-wide demand can be contested by rivals. One extracted report describes valuation assumptions as demanding and flags possible shortfalls in AI-product or Falcon Flex adoption. The Fool.com reports are headline-only, so their claims about losses and lagging business momentum cannot be assessed further.

Developments worth following

Latest news

Company Review
The Motley Fool

Headline Flags Premium Valuation and Recent Losses

The headline-only Fool.com snippet contrasts CrowdStrike’s stated premium valuation and recent losses with Axon’s lower multiple and profitable growth. No full article or underlying measures are provided, preventing assessment of the comparison’s timing or methodology.

If the snippet accurately reflects investor expectations, CrowdStrike could face greater pressure to deliver against its growth narrative. This limited evidence does not establish a financial trend, valuation conclusion, or operating-performance change.

Read source

Source report

NVIDIA Collaboration Extends AI Security Scope

The extracted article reports an expanded NVIDIA collaboration intended to take CrowdStrike’s AI-native security beyond software layers and into underlying infrastructure. It also presents a narrative that future AI security, identity, cloud, and SIEM contributions are important to valuation expectations.

The collaboration could improve CrowdStrike’s relevance if enterprises seek protection across AI infrastructure. However, the report provides no customer commitments or realized commercial contribution, and frames adoption shortfalls as a risk.

Read source

24/7 Wall St.

AI-Discovered Vulnerabilities Highlight Security Demand

247wallst.com connects AI-discovered PHP vulnerabilities and public warnings with increased attention to cybersecurity. It reports fiscal-second-quarter net new ARR of $332.8M, up 51%, and notes that some analysts see AI-related security risks as a longer-term sector benefit.

If organizations raise spending on detection, prevention, and response after AI-related incidents, CrowdStrike could benefit. The reported ARR result is a demand signal, but sector interest and analyst views do not establish future revenue or earnings.

Read source

The Motley Fool

Headline Questions Underlying Business Momentum

The headline-only Fool.com snippet says CrowdStrike’s shares have risen strongly while its business has lagged. Without article text, it does not identify the operating measure, comparison period, or evidence supporting that characterization.

If business momentum is weaker than market expectations, delivering on growth assumptions could become more difficult. Because this is headline-only evidence, it cannot determine whether the concern relates to demand, revenue, profitability, or another measure.

Read source

24/7 Wall St.

PHP Threats Create Conditional Response Opportunity

247wallst.com reports that CrowdStrike’s chief executive warned newly disclosed PHP flaws could lead to more breaches. The article cites ARR of $5.84 billion, growing 25%, and quarterly professional-services revenue of $71 million, while describing booking timing as uncertain.

If affected organizations purchase incident response, managed detection, or broader platforms, CrowdStrike could see additional demand. The report explicitly leaves uncertain whether vulnerability concerns will convert into bookings and when that conversion might occur.

Read source

Source report

OpenShell Support Targets Autonomous Agent Risks

The extracted article reports that CrowdStrike plans to connect Falcon AI with NVIDIA’s OpenShell runtime to address rogue AI agents at the silicon level. It characterizes AI-enabled cyber threats as a potential sector catalyst, while noting significant share-price volatility.

OpenShell support could strengthen CrowdStrike’s positioning if enterprises deploying autonomous agents require specialized controls. The reported integration supplies no evidence of signed customer commitments, bookings, sales, or profitability.

Read source

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