Key Takeaways CrowdStrike's Falcon Flex hit $3.2B in total deal value, up 31% sequentially and 6x year over year. Flex drove $194M in net new ARR in Q1, with 39 re-Flex deals showing rising customer renewal activity. CRWD's ARR reached $4.44B, up 22% YoY, as Flex adoption gains momentum across more than 820 accounts.CrowdStrike’s (CRWD) Falcon Flex subscription-based model is turning out to be the driver of its annual recurring revenue (ARR) expansion. During the first quarter of fiscal 2026, CrowdStrike ...

Following President Donald Trump's "Liberation Day" tariff announcement on April 2, the Nasdaq Composite technology index plunged by as much as 24% from its record high, placing it in a technical bear market. The tariffs have immediately increased the price of imported goods from every country in the world, leading investors to fear an economic slowdown might be on the horizon.But tariffs primarily affect physical products, whereas software and digital services are exempt. That means cybersecurity vendors l ...