Citable filing context

CRWD filing events and research context

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CRWD's research view summarizes recent SEC filing context, starting with material_agreement from Apr 21, 2026.

CRWD filing events and research context
FiledItemContext
Apr 21, 2026material_agreementCrowdStrike approved a performance-based equity award of up to 200,000 PSUs for President Michael Sentonas.
Apr 6, 2026share_repurchaseCrowdStrike increased its share repurchase authorization by $500 million to a total of $1.5 billion.
Mar 3, 2026earningsCrowdStrike reported Q4 FY26 revenue of $1.31B and ARR of $5.25B, up 23% and 24% respectively.
Apr 6, 2026Guidance: arr20000.00 to not reported
Mar 3, 2026Guidance: annual_recurring_revenue5501.80 to 5503.80
Mar 3, 2026Guidance: annual_recurring_revenue6465.80 to 6516.40
Mar 5, 2026businessThe provided text does not contain Item 1 (Business Description) of the SEC filing. The excerpt includes sections such as Executive Compensation, Security Ownership, Related Transactions, Principal Accountant Fees, Exhibits, and various certifications and XBRL taxonomy documents. Therefore, a summary of CRWD's business description cannot be generated from this content.
Mar 5, 2026mdaCrowdStrike's core offering is the AI-native Falcon platform, a cloud-native unified Security Cloud that processes trillions of cybersecurity events weekly to prevent threats across endpoints, workloads, identities, and IT assets. This platform, built with AI, leverages a powerful network effect as more data enhances its intelligence. The company employs a "land-and-expand" go-to-market strategy, selling subscriptions to its Falcon platform and cloud modules through a direct sales team and channel partners. Initially targeting large enterprises, CrowdStrike now serves organizations of all sizes, pricing subscriptions per-endpoint and per-module, with revenue recognized ratably. Professional services, including incident response, primarily serve as a cross-sell mechanism for platform subscriptions. Key performance factors include the broad adoption of cloud-based SaaS endpoint security solutions, new customer acquisition, and increasing sales to existing customers by expanding endpoint deployments and adding modules. CrowdStrike plans significant investments in sales, marketing, and R&D to enhance its platform and pursue M&A opportunities. A notable risk event was the July 19 Incident in 2024, where a Falcon sensor update caused Windows system crashes, resulting in ongoing lawsuits and claims. The company also revised fiscal 2025 and 2024 financial results to correct an immaterial error.

Source: SEC EDGAR filing text and events; period Apr 21, 2026; filed Apr 21, 2026.

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