Cybersecurity
CrowdStrike
A leading cloud-based cybersecurity company known for endpoint protection, using AI-driven threat detection as a core differentiator, competing directly with Palo Alto Networks and Fortinet. CrowdStrike surpassed $5 billion in annual recurring revenue in fiscal 2026, with Q4 revenue of $1,305.38 million and $331 million in net new ARR; its Falcon AI Detection and Response (AIDR) module reached general availability, and the company reported record Q1 fiscal 2027 net new ARR of $256 million (up 32% year-over-year) with record free cash flow of $468 million.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Amazon Web Services, NVIDIA
“Launched the Charlotte AI AgentWorks Ecosystem, a no-code development platform created with AWS, NVIDIA, and OpenAI to build and scale custom security agents on the Falcon platform.”
SEC 8-K exhibit (0001535527-26-000022) · Jun 3, 2026
Mentions OpenAI, Anthropic
“Announced the launch and expansion of Project QuiltWorks, an industry-first cybersecurity coalition featuring OpenAI and Anthropic to remediate frontier AI risk via the Falcon platform.”
SEC 8-K exhibit (0001535527-26-000022) · Jun 3, 2026
Mentions IBM
“Announced an expanded strategic collaboration with IBM to accelerate agentic SOC transformation by integrating Charlotte AI with IBM s Autonomous Threat Operations Machine (ATOM).”
SEC 8-K exhibit (0001535527-26-000022) · Jun 3, 2026
Mentions Intel
“Expanded a strategic collaboration with Intel to optimize the Falcon platform for AI PCs, combining silicon-level telemetry with AI-native protection to secure data as workloads move to the endpoint.”
SEC 8-K exhibit (0001535527-26-000022) · Jun 3, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 86% avg. source confidence
- CrowdStrike investor relations / earnings release — CrowdStrike surpasses $5 billion ARR as Falcon AI Detection and Response scales82% source confidence
- CrowdStrike Investor Relations — CrowdStrike posts record Q1 FY2027 net new ARR of $256M, up 32%, with record free cash flow82% source confidence
- U.S. Securities and Exchange Commission (EDGAR) — CrowdStrike Holdings FY2026 Annual Report (Form 10-K), filed with the SEC95% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What CrowdStrike depends on below, and who depends on CrowdStrike above — click any node to make it the new center, 3 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.