CrowdStrike Just Had Its Best Quarter Ever — And AI Is the Reason
CrowdStrike reported its best quarter ever, with revenue of $1.47B (up 26% YoY) and net new ARR of $332.8M (up 51%). The company achieved GAAP profitability for the first time, raising full-year revenue guidance to $5.99–$6.01B. CEO George Kurtz attributed growth to AI-driven cybersecurity demands, with the Falcon platform addressing new AI-specific threats. Falcon Flex ARR doubled to $2.29B, indicating customer expansion. The stock rose 11% in after-hours trading, trading at 27–29x forward sale






