CrowdStrike Holdings (CRWD): financials, KPIs and guidance

What CrowdStrike Holdings does

CrowdStrike Holdings, Inc. provides a cloud-native cybersecurity platform delivered as a software-as-a-service subscription. Its CrowdStrike Falcon platform uses a single lightweight sensor to collect data from endpoints, cloud workloads, identities and third-party sources, ingesting that data once and reusing it across security functions for detection, investigation and response. The company offers 33 cloud modules on the Falcon platform spanning corporate endpoint and cloud workload security, managed security services, security and vulnerability management, IT operations management, identity protection and next-generation security information and event management. Falcon Complete Next-Gen MDR provides a managed security service subscription combining 24/7 expert monitoring, investigation, response and remediation. Subscription revenue accounted for 95% of total revenue in fiscal 2026. The company sells through its direct sales team and a network of resellers, distributors, managed security service providers, managed service providers and global system integrators, and it invests in U.S. federal, state, local and higher education verticals. As of January 31, 2026, it served more than 88,000 organizations, including end customers and those of its MSSPs, and had backlog of approximately $4.2 billion. International revenue grew to $1,595.4 million in fiscal 2026 from $1,270.7 million in fiscal 2025. The business shows seasonal patterns tied to customers' annual budget approval processes. CrowdStrike had 10,698 full-time employees as of January 31, 2026, and operates with a distributed workforce, conducting operations almost entirely through subsidiaries. It was founded in 2011 and is headquartered in Austin, TX.

From the company's 10-K for fiscal 2026.