Core Thesis - CrowdStrike Holdings, Inc. is experiencing strong growth driven by its Falcon platform and AI adoption, with a bullish outlook on its future performance [1][5] Financial Performance - For Q2 of fiscal 2025, CrowdStrike reported revenue of $1.17 billion, a 21% year-over-year increase, exceeding expectations [2] - Subscription revenue reached $1.1 billion, while professional services revenue hit a record of $66 million [2] - Annual recurring revenue (ARR) grew 20% to $4.66 billion, with net new ARR of $221 million, indicating earlier-than-expected reacceleration [2] - Non-GAAP operating income was $255 million, free cash flow was $284 million, and EPS was $0.93, surpassing estimates by 12% [2] - Cash and equivalents approached $5 billion, providing significant financial flexibility [2] Product and Customer Growth - The Falcon platform is driving deeper module adoption, with 60% of large customers using eight or more modules [3] - Key business segments showed strong performance: cloud ARR exceeded $700 million (+35% YoY), identity protection reached $435 million (+21%), and next-gen SIEM nearly doubled to $430 million [3] - Charlotte AI adoption increased by 85% sequentially, enhancing automation across the platform [3] - Customer expansion is robust, with 800 clients generating over $1 million in ARR, and partner contributions accounting for over 60% of new business [4] Market Position and Future Guidance - Retention rates remain above 95% once modules are adopted, indicating strong customer loyalty [4] - Despite some near-term challenges, CrowdStrike maintains its FY25 revenue guidance in line with estimates and aims for $10 billion ARR by FY31, supported by AI-driven demand and sustained platform adoption [4]

Key Takeaways CrowdStrike's identity products hit $435M ARR in Q2 fiscal 2026, up about 21% year over year.Falcon Next-Gen Identity Security unifies PAM, ITDR, SaaS identity, and access prevention.A major consulting firm switched to CrowdStrike's identity tools after replacing its old PAM provider.CrowdStrike (CRWD) is putting more focus on identity security, which it sees as a big growth opportunity. In the second quarter of fiscal 2026, its identity products, including Falcon Shield and a new Privileged A ...

Core Insights - CrowdStrike Holdings Inc. and Salesforce Inc. have announced a strategic partnership aimed at enhancing the security of AI agents and applications on the Salesforce Platform [1] - The collaboration integrates CrowdStrike's Falcon Shield with Salesforce Security Center, providing better visibility and compliance support for security teams [1][2] Integration and Functionality - The partnership allows enterprises to embed CrowdStrike's technology into Salesforce workflows, aligning security with business functions [2] - The joint offering helps track AI agents back to their human creators, detect abnormal behavior, and prevent exploitation of over-privileged accounts, addressing the growing risk of identity-based attacks [3] AI and Incident Management - CrowdStrike's Charlotte AI is integrated into Salesforce's Agentforce platform and Slack, enabling natural conversation for risk flagging and automated remediation [4] - Teams can manage incidents directly from the platform, including isolating compromised devices and blocking suspicious access [4] Executive Insights - Executives from both companies emphasized the importance of consolidating security insights for mission-critical workflows [5] - The partnership is positioned as essential for ensuring trust in AI-driven enterprises and enabling secure operations for future growth [5] Market Reaction - Following the announcement, CrowdStrike's shares experienced a decline of 1.65%, trading at $437.44 [6]

LAS VEGAS--(BUSINESS WIRE)-- #cyber--GuidePoint Security has been named the 2025 CrowdStrike Global Solution Provider of the Year. ...

Core Insights - Wipro Limited has announced an expanded partnership with CrowdStrike to launch an AI-powered unified managed security service (MSS) called Wipro CyberShieldSM MDR, aimed at simplifying and strengthening enterprise security operations [1][3] Group 1: Partnership and Service Launch - The partnership with CrowdStrike focuses on addressing the challenges organizations face due to a high volume of alerts from siloed security tools that are ineffective in stopping adversaries [1] - Wipro CyberShield MDR is designed to enhance threat visibility, simplify operations, and strengthen resilience against evolving threats, thereby addressing the complexities and costs associated with fragmented security operations [2][3] Group 2: Industry Challenges - Organizations are currently dealing with fragmented security operations across various domains such as endpoints, cloud workloads, identity, and data, which leads to increased complexity and operational blind spots [2]

Cybersecurity firm CrowdStrike has announced integrations with several artificial intelligence (AI) leaders, saying these partnerships deliver unified protection across the entire AI stack.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no addi ...

LAS VEGAS--(BUSINESS WIRE)--CSC, the world's leading enterprise-class domain registrar and online brand protection provider, announced today at Fal.Con 2025 a new integration of CSC's domain security offerings with the CrowdStrike Falcon® cybersecurity platform. The integration with Recon, a core capability within Falcon Adversary Intelligence, enables organizations to accelerate the detection and takedown of malicious domains, reducing exposure to phishing, fraud, and brand abuse. As cybercrim. ...

Core Insights - CrowdStrike announced innovations with major tech companies including Amazon Web Services, Intel, Meta, NVIDIA, and Salesforce to enhance enterprise AI security [1] - The collaboration aims to integrate protection within the AI ecosystem, leveraging the CrowdStrike Falcon platform to address new cybersecurity challenges posed by AI advancements [1] - The initiative highlights the dual nature of AI, transforming industries while simultaneously creating new attack surfaces for cyber threats [1]

LAS VEGAS--(BUSINESS WIRE)--DeepTempo, a pioneer in behavioral threat detection powered by deep learning, will join Cribl at CrowdStrike Fal.Con 2025 in Las Vegas. DeepTempo team members will be available onsite to share how their foundation model, LogLM, flips the script on AI-enabled adversaries and integrates with the Cribl platform to help enterprises defend against modern threats. Who: Evan Powell, CEO, DeepTempo Craig Stancill, Director of Product Management, DeepTempo Fred Smith, Vice Pr. ...

Market Performance - The NASDAQ index gained 197 points or 0.90% to reach 22339, with a high of 22340.91 [1] - The S&P index increased by 31 points or 0.47% to 6614.69, with an earlier high of 6619.62, indicating potential for a new record close [1] - The Dow industrial average declined by 48 points or -0.11% to 45787.66, with companies like Amgen, McDonald's, Sherwin-Williams, and 3M contributing to the downturn [2] - The small-cap Russell 2000 rose by 7.69 points or 0.32% to 2404.73 [2] Notable Stock Movements - Tesla surged by 6.45% following reports of Elon Musk purchasing about $1 billion in Tesla stock, indicating strong bullish momentum [3] - Chewy increased by 5.42% due to optimism for continued demand growth in online pet supplies [3] - ASML ADR rose by 5.37% driven by strong semiconductor sector momentum and robust chip equipment demand [3] - Western Digital gained 5.24% as memory chip recovery prospects improved [3] - Roblox climbed by 4.55% on sustained growth expectations in gaming and metaverse engagement [3] - Tapestry increased by 4.34% supported by strong consumer discretionary flows and luxury retail optimism [3] - Intel advanced by 4.05% due to chip sector strength and AI-related tailwinds [3] - Alphabet A rose by 3.65% on steady ad revenue momentum and AI growth prospects [3] - Oracle increased by 3.28% following upbeat sentiment around its cloud and AI-driven enterprise services [3] - GameStop Corp climbed by 3.07% as retail interest in meme-related stocks remains elevated [3] - Snowflake edged higher by 2.76% with continued confidence in data and AI-related demand [3] - Snap increased by 2.66% on improving advertising sentiment [3] - Stellantis NV ticked up by 2.64% supported by global auto demand and EV outlook [3] - CrowdStrike Holdings advanced by 2.31% on strong cybersecurity sector momentum [3]