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2d ago

CrowdStrike Sets Higher-Than-Expected ARR Path and Expands AI Security With New Deals

Management projected 40% plus net new ARR growth in late fiscal 2026 with at least 20% in fiscal 2027, reinforcing a push to secure agentic AI across enterprise platforms.

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Overview

  • CrowdStrike told investors net new ARR will reaccelerate to 40% or more in the second half of fiscal 2026 and grow at least 20% in fiscal 2027, while reiterating a $10 billion subscription ARR goal by fiscal 2031.
  • Shares rose nearly 5% premarket to above 467 after the guidance updates delivered at the Fal.con investor day in Las Vegas.
  • CrowdStrike and Salesforce announced integrations that connect Falcon with Salesforce Security Center and embed Charlotte AI into Agentforce and Slack to monitor agent behavior, map agents to human owners, curb over-privileged access, and trigger remediation inside Slack.
  • Charlotte AI AgentWorks will integrate with Nvidia’s Nemotron open models and NeMo developer tools, giving teams a no‑code way to build governed AI agents with Falcon-native telemetry and policy guardrails across development and production.
  • CrowdStrike agreed to acquire Pangea Cyber for about $260 million to bolster AI Detection and Response, adding defenses against prompt-injection and jailbreaks with real-time monitoring of agent privileges and low-latency blocking.