Core Viewpoint - CrowdStrike is focused on long-term growth, aiming for significant revenue increases over the next decade, which aligns with investment philosophies that prioritize sustainable growth over short-term gains [1][4]. Company Goals - CrowdStrike aims to achieve $20 billion in annual recurring revenue (ARR) by fiscal 2036, which corresponds to calendar 2035 [5]. - Currently, CrowdStrike generates an ARR of $4.7 billion as of its fiscal second quarter of 2026, indicating a need for over 15% compound annual growth rate (CAGR) to meet its long-term goal [6]. Growth Performance - Historically, CrowdStrike has outperformed the 15% growth target, with its slowest growth recorded at 20% for the fiscal first quarter of 2026 [7]. - The company’s growth strategy includes expanding its recurring revenue through the sale of additional cybersecurity software services, known as modules, which address various cyber threat protection needs [8]. Market Position - CrowdStrike anticipates that its ARR will more than quadruple in the next decade, which will significantly influence its stock performance over the long term [9].