{"slug":"crowdstrike","name":"CrowdStrike","name_en":"CrowdStrike","ticker":"CRWD","updated_at":"2026-07-12T06:26:03.787+00:00","canonical":"https://valuechain.wiki/crowdstrike","same_as":["https://finance.yahoo.com/quote/CRWD","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1535527"],"citable":"밸류체인 그래프 기준 CrowdStrike의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 37곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, CrowdStrike is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 37 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"AI 네이티브 사이버보안(Falcon)","kicker_en":"AI-native cybersecurity (Falcon)","lead":"AI 네이티브 사이버보안 1위. FY2026(1월 결산) ARR $5.25B(+24%, 사상 최대)·구독 매출 $4.56B(전체 95%)로, FY36 $200억 ARR 목표를 향한 경로에서 $100억 통과를 겨냥한다. Falcon Flex 라이선스로 33개 모듈(차세대 SIEM·클라우드·신원, 결합 ARR $1.9B+45%)을 묶어 순재계약률 115%로 고객당 지출을 키운다. AI가 위협을 늘릴수록 AI 네이티브 방어 수요가 커지는 구조로, 클라우드·GPU를 사서 기업에 보안을 파는 응용 수요층이다.","lead_en":"The leader in AI-native cybersecurity. FY2026 (ended Jan) ARR $5.25B (+24%, record) and subscription revenue $4.56B (95% of revenue) put it on the path toward a $20B ARR goal by FY36, aiming to pass $10B. Falcon Flex licensing bundles 33 modules (Next-Gen SIEM, Cloud, Identity — a $1.9B+ ARR bundle, +45%) and lifts spend per customer at 115% net retention. As AI multiplies threats, demand for AI-native defense grows — an applications-layer buyer that buys cloud and GPUs to sell security to enterprises.","segments":{"fy":2026,"parts":[{"desc":"엔드포인트 중심 AI 네이티브 보안 구독 — FY2026 구독매출 $4.56억(+21%), ARR $5.25B(+24%), 순재계약률 115%. 반복매출의 본체.","name":"Falcon 구독 (전체 95%)"},{"desc":"33개 모듈 플랫폼 확장 — 클라우드·차세대 SIEM·신원 결합 ARR $1.9B(+45%). Falcon Flex로 묶어 고객당 지출을 키우는 성장 축.","name":"차세대 SIEM·클라우드·신원 (Falcon Flex)"}],"total":"FY2026(2026.1 결산) ARR $5.25B(+24%)·총매출 $4.81B(+22%)·구독 95%·총이익률 75%(영업손실, 성장투자)","source":"CrowdStrike 10-K FY2026","concentration":"10% 이상 단일 고객 없음(분산). $20B ARR(FY36) 목표. Falcon Flex·33개 모듈."},"segments_en":{"fy":2026,"parts":[{"desc":"Endpoint-centric AI-native security subscription — FY2026 subscription revenue $4.56B (+21%), ARR $5.25B (+24%), 115% net retention. The body of recurring revenue.","name":"Falcon subscription (95% of revenue)"},{"desc":"33-module platform expansion — Cloud, Next-Gen SIEM and Identity bundle at $1.9B ARR (+45%). 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ARR $4.24B(+23%)에서 $100억을 겨냥하며, Falcon Flex로 차세대 SIEM·클라우드·신원보안을 하나로 묶어 고객당 지출과 순증 ARR을 키운다 — 보안 예산이 단일 플랫폼으로 통합될수록 해자가 깊어지는 구조다. AI가 위협을 늘릴수록 AI 네이티브 방어 수요가 커지지만, 스스로도 AWS 클라우드와 엔비디아 GPU를 사서 탐지 모델을 돌리는 응용 수요층이라 인프라 비용에 노출된다. 관전 포인트는 $10B ARR 경로의 순증 지속성과 모듈 교차판매율이다.","analysis_en":"CrowdStrike's thesis is 'platform consolidation in AI-native security plus compounding recurring revenue.' From ARR of $4.24B (+23%) it targets $10B, and Falcon Flex bundles Next-Gen SIEM, cloud and identity into one to grow spend per customer and net-new ARR — the more security budgets consolidate onto a single platform, the deeper the moat. As AI raises threats, demand for AI-native defense grows, yet it is itself an application layer that buys AWS cloud and NVIDIA GPUs to run detection models, exposing it to infrastructure cost. What to watch is the durability of net-new ARR on the $10B path and the module cross-sell rate.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"기업 (Falcon AI 보안 구독)","counterparty_slug":null,"confidence":"high","metric":{"type":"arr","unit":"USD","value":5252751000,"period":"FY2026","yoy_arr_pct":24,"net_retention_pct":115,"subscription_rev_usd_m":4564683},"note":"기업에 Falcon AI 네이티브 보안 구독(ARR $4.24B, +23%).","note_en":"Falcon AI-native security subscriptions to enterprises (ARR $4.24B, +23%).","sources":[{"stance":"mentions","publisher":"Morgan Stanley·consensus (via MarketBeat)","publisher_en":"Morgan Stanley·consensus (via MarketBeat)","kind":"research","lang":"en","published_at":"2026-06-01","url":"https://www.marketbeat.com/stocks/NASDAQ/CRWD/forecast/","title":"크라우드스트라이크 애널리스트 매수·목표가 컨센 ~$674(모건스탠리 OW)","title_en":"CrowdStrike analyst Buy, consensus target ~$674 (Morgan Stanley Overweight)","excerpt":"Analyst consensus Buy (43 analysts), average target ~$674; Morgan Stanley Overweight, on record ARR and Falcon platform consolidation.","excerpt_en":"Analyst consensus Buy (43 analysts), average target ~$674; Morgan Stanley Overweight, on record ARR and Falcon platform consolidation."},{"stance":"confirms","publisher":"CrowdStrike (SEC EDGAR)","publisher_en":"CrowdStrike (SEC EDGAR)","kind":"filing","lang":"en","published_at":"2026-03-05","url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","title":"크라우드스트라이크 10-K (FY2026, 1월 결산)","title_en":"CrowdStrike Form 10-K (FY2026, ended Jan 31 2026)","excerpt":"Ending ARR $5,252,751K (+24%), $1.0B net new ARR in fiscal 2026; subscription revenue $4,564,683K (95% of revenue); dollar-based net retention 115%.","excerpt_en":"Ending ARR $5,252,751K (+24%), $1.0B net new ARR in fiscal 2026; subscription revenue $4,564,683K (95% of revenue); dollar-based net retention 115%."},{"stance":"confirms","publisher":"FinancialContent","publisher_en":"FinancialContent","kind":"research","lang":"en","published_at":"2025-10-06","url":"https://markets.financialcontent.com/wral/article/predictstreet-2025-10-6-crowdstrike-crwd-a-deep-dive-into-the-ai-native-cybersecurity-leader","title":"CrowdStrike, AI 네이티브 보안 리더","title_en":"CrowdStrike, the AI-native cybersecurity leader","excerpt":"기업에 Falcon AI 네이티브 보안 구독(ARR $4.24B, +23%).","excerpt_en":"Falcon AI-native security subscriptions to enterprises (ARR $4.24B, +23%)."},{"stance":"confirms","publisher":"CrowdStrike","publisher_en":"CrowdStrike","kind":"filing","lang":"en","published_at":"2025-03-04","url":"https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-fourth-quarter-and-fiscal-year-2025/","title":"CrowdStrike FY2025 실적(ARR $4.24B)","title_en":"CrowdStrike FY2025 results (ARR $4.24B)","excerpt":"기업에 Falcon AI 네이티브 보안 구독(ARR $4.24B, +23%).","excerpt_en":"Falcon AI-native security subscriptions to enterprises (ARR $4.24B, +23%)."}]},{"direction":"revenue","counterparty":"차세대 SIEM·클라우드·신원 (Falcon Flex)","counterparty_slug":null,"confidence":"high","metric":{"type":"arr_bundle","unit":"USD","value":1900000000,"period":"FY2026","modules":33,"yoy_pct":45},"note":"SIEM·클라우드·신원보안 모듈(결합 ARR $1.3B+).","note_en":"Next-Gen SIEM, cloud and identity modules (combined ARR $1.3B+).","sources":[{"stance":"confirms","publisher":"CrowdStrike (SEC EDGAR)","publisher_en":"CrowdStrike (SEC EDGAR)","kind":"filing","lang":"en","published_at":"2026-03-05","url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","title":"크라우드스트라이크 10-K (FY2026, 1월 결산)","title_en":"CrowdStrike Form 10-K (FY2026, ended Jan 31 2026)","excerpt":"Falcon delivered 32 cloud modules as of Jan 31, 2026 (33 currently); Cloud Security, Next-Gen SIEM and Next-Gen Identity together exceeded $1.9B ARR, growing 45%+ YoY.","excerpt_en":"Falcon delivered 32 cloud modules as of Jan 31, 2026 (33 currently); Cloud Security, Next-Gen SIEM and Next-Gen Identity together exceeded $1.9B ARR, growing 45%+ YoY."},{"stance":"confirms","publisher":"CrowdStrike","publisher_en":"CrowdStrike","kind":"filing","lang":"en","published_at":"2025-03-04","url":"https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-fourth-quarter-and-fiscal-year-2025/","title":"CrowdStrike FY2025 실적(ARR $4.24B)","title_en":"CrowdStrike FY2025 results (ARR $4.24B)","excerpt":"SIEM·클라우드·신원보안 모듈(결합 ARR $1.3B+).","excerpt_en":"Next-Gen SIEM, cloud and identity modules (combined ARR $1.3B+)."}]},{"direction":"investment","counterparty":"M&A·자사주 ($10억 프로그램·플랫폼 확장)","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-06","basis":"자사주 매입 승인액","value":1000000000,"period":"FY2026","basis_en":"authorized buyback"},"note":"크라우드스트라이크의 자본배치는 두 갈래다 — ①모듈 확장을 위한 기술·기업 인수(Falcon에 통합되는 신규 모듈), ②2025년 6월 승인한 $10억 자사주 매입 프로그램. 아직 영업손실(FY2026 순손실 $1.6억)의 성장 투자 국면이나, 인수로 33개 모듈 플랫폼을 넓히고 잉여현금을 자사주로 환원하기 시작했다.","note_en":"CrowdStrike's capital allocation has two legs — (i) acquisitions of technologies/companies to expand modules (integrated into Falcon), and (ii) a $1.0B share-repurchase program authorized in June 2025. Still in a growth-investment phase (FY2026 net loss $162M), but it widens the 33-module platform via M&A and has begun returning free cash flow through buybacks.","sources":[{"stance":"confirms","publisher":"CrowdStrike (SEC EDGAR)","publisher_en":"CrowdStrike (SEC EDGAR)","kind":"filing","lang":"en","published_at":"2026-03-05","url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","title":"크라우드스트라이크 10-K (FY2026, 1월 결산)","title_en":"CrowdStrike Form 10-K (FY2026, ended Jan 31 2026)","excerpt":"In June 2025, our board authorized a program to repurchase up to $1.0 billion of our common stock; the Falcon platform encompasses recently acquired technologies.","excerpt_en":"In June 2025, our board authorized a program to repurchase up to $1.0 billion of our common stock; the Falcon platform encompasses recently acquired technologies."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"as_of":"2026-01","qualifier":"aws_cloud_infrastructure"},"note":"AWS 등 클라우드 위에서 Falcon 플랫폼 운영.","note_en":"Runs the Falcon platform on cloud like AWS.","sources":[{"stance":"confirms","publisher":"CrowdStrike (SEC EDGAR)","publisher_en":"CrowdStrike (SEC EDGAR)","kind":"filing","lang":"en","published_at":"2026-03-05","url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","title":"크라우드스트라이크 10-K (FY2026, 1월 결산)","title_en":"CrowdStrike Form 10-K (FY2026, ended Jan 31 2026)","excerpt":"Falcon is a cloud-delivered SaaS platform; CrowdStrike runs on public cloud infrastructure (AWS) — value undisclosed.","excerpt_en":"Falcon is a cloud-delivered SaaS platform; CrowdStrike runs on public cloud infrastructure (AWS) — value undisclosed."},{"stance":"confirms","publisher":"MLQ","publisher_en":"MLQ","kind":"news","lang":"en","published_at":"2025-12-01","url":"https://mlq.ai/stocks/CRWD/q3-2025-earnings/","title":"CrowdStrike 실적·구독 +31%","title_en":"CrowdStrike results, subscription +31%","excerpt":"AWS 등 클라우드 위에서 Falcon 플랫폼 운영.","excerpt_en":"Runs the Falcon platform on cloud like AWS."}]},{"direction":"cost","counterparty":"인프라·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"rnd","unit":"USD","value":1384770000,"period":"FY2026","qualifier":"cloud_infra_and_rnd","gross_margin_pct":75},"note":"클라우드 인프라·R&D.","note_en":"Cloud infrastructure and R&D.","sources":[{"stance":"confirms","publisher":"CrowdStrike (SEC EDGAR)","publisher_en":"CrowdStrike (SEC EDGAR)","kind":"filing","lang":"en","published_at":"2026-03-05","url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","title":"크라우드스트라이크 10-K (FY2026, 1월 결산)","title_en":"CrowdStrike Form 10-K (FY2026, ended Jan 31 2026)","excerpt":"FY2026 R&D expense $1,384.8M; gross margin 75%; heavy reinvestment (operating loss) to scale the Falcon platform.","excerpt_en":"FY2026 R&D expense $1,384.8M; gross margin 75%; heavy reinvestment (operating loss) to scale the Falcon platform."},{"stance":"confirms","publisher":"CrowdStrike","publisher_en":"CrowdStrike","kind":"filing","lang":"en","published_at":"2025-03-04","url":"https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-fourth-quarter-and-fiscal-year-2025/","title":"CrowdStrike FY2025 실적(ARR $4.24B)","title_en":"CrowdStrike FY2025 results (ARR $4.24B)","excerpt":"클라우드 인프라·R&D.","excerpt_en":"Cloud infrastructure and R&D."}]},{"direction":"cost","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"low","metric":{"as_of":"2026-01","qualifier":"ai_compute_partnership"},"note":"위협 탐지 AI 모델에 NVIDIA GPU.","note_en":"NVIDIA GPUs for threat-detection AI models.","sources":[{"stance":"confirms","publisher":"CrowdStrike (SEC EDGAR)","publisher_en":"CrowdStrike (SEC EDGAR)","kind":"filing","lang":"en","published_at":"2026-03-05","url":"https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm","title":"크라우드스트라이크 10-K (FY2026, 1월 결산)","title_en":"CrowdStrike Form 10-K (FY2026, ended Jan 31 2026)","excerpt":"CrowdStrike partners with NVIDIA on AI (Charlotte AI / accelerated security analytics); GPU/compute cost undisclosed.","excerpt_en":"CrowdStrike partners with NVIDIA on AI (Charlotte AI / accelerated security analytics); GPU/compute cost undisclosed."},{"stance":"confirms","publisher":"FinancialContent","publisher_en":"FinancialContent","kind":"research","lang":"en","published_at":"2025-10-06","url":"https://markets.financialcontent.com/wral/article/predictstreet-2025-10-6-crowdstrike-crwd-a-deep-dive-into-the-ai-native-cybersecurity-leader","title":"CrowdStrike, AI 네이티브 보안 리더","title_en":"CrowdStrike, the AI-native cybersecurity leader","excerpt":"위협 탐지 AI 모델에 NVIDIA GPU.","excerpt_en":"NVIDIA GPUs for threat-detection AI models."},{"stance":"confirms","publisher":"디지털투데이","publisher_en":"DigitalToday","kind":"news","lang":"ko","published_at":"2025-04-29","url":"https://www.digitaltoday.co.kr/news/articleView.html?idxno=564055","title":"엔비디아, 아거스 에이전트 공개..AI 보안 위협 탐지","title_en":"NVIDIA unveils Argus agent for AI security threat detection","excerpt":"엔비디아가 자율 AI 보안 프레임워크를 개발했고, 주요 파트너인 크라우드스트라이크, 트렌드마이크로, 암독스 등이 이미 이 기술을 통합했다. 크라우드스트라이크가 엔비디아의 주요 파트너로 명시된다.","excerpt_en":"NVIDIA developed an autonomous AI security framework, and key partners including CrowdStrike, Trend Micro and Amdocs have already integrated it, with CrowdStrike named a key NVIDIA partner."},{"stance":"confirms","publisher":"크라우드스트라이크","publisher_en":"CrowdStrike","kind":"ir","lang":"en","published_at":"2024-03-18","url":"https://www.crowdstrike.com/en-us/press-releases/crowdstrike-nvidia-generative-ai-collaboration/","title":"크라우드스트라이크, 엔비디아와 협력해 생성형 AI로 사이버보안 강화","title_en":"CrowdStrike Collaborates with NVIDIA to Advance Cybersecurity with Generative AI","excerpt":"크라우드스트라이크는 엔비디아 가속 컴퓨팅, 엔비디아 모피어스, 엔비디아 NIM 마이크로서비스를 활용해 팰컨 플랫폼 데이터를 엔비디아의 GPU 최적화 AI 파이프라인과 결합한다. 엔비디아의 AI 컴퓨팅이 팰컨 플랫폼의 비용·기술 투입이 된다.","excerpt_en":"CrowdStrike leverages NVIDIA accelerated computing, NVIDIA Morpheus and NVIDIA NIM microservices, combining Falcon platform data with NVIDIA's GPU-optimized AI pipelines, so NVIDIA's AI compute is a cost and technology input to the Falcon platform."}]}]}