CrowdStrike(NASDAQ) CRWD

CrowdStrike Holdings NASDAQ:CRWD helps companies stop hackers and data theft. It uses artificial intelligence to find and block threats on computers and internet servers. These tools keep digital information safe for organizations of all sizes.

Guarding the Digital Gates

• Subscription Services: Cloud-based software modules for security; accounted for 95% of revenue for the three months ended July 31, 2026.
• Professional Services: Expert help for responding to security breaches and forensic analysis; represented 5% of revenue for the three months ended July 31, 2026.
• Falcon Flex: Licensing model that lets customers commit to spending and draw down funds across multiple products over time.

Expanding the Falcon Network

• Completed the acquisitions of Seraphic and SGNL for $881.4 million during the six months ended July 31, 2026.
• Signed a definitive agreement in July 2026 to acquire technology assets from XM Cyber for $145.0 million.
• Launched customer commitment packages following a technical incident on July 19, 2024, to support long-term retention.

Why the Single Sensor Matters

The company uses one small piece of software to protect computers, cloud systems, and user logins. This platform analyzes trillions of security events every week to improve its automated protection.

Scorecard for Fiscal 2027

• Annual recurring revenue grew to $5.8 billion as of July 31, 2026, up 25% year over year.
• Total revenue reached $1.5 billion for the three months ended July 31, 2026, up 26% year over year.
• Net income was $5.3 million for the three-month period ended July 31, 2026.
• The company had $5.0 billion in cash and cash equivalents as of July 31, 2026.
• Backlog of subscription contracts was $5.9 billion as of July 31, 2026.

Bottom Line

CrowdStrike has transitioned from a single security offering into a unified cloud platform for global organizations. Its strategy focuses on moving customers away from legacy security products to automated, artificial intelligence-driven solutions.