Overview

• CrowdStrike guided net new ARR to reaccelerate 40%+ in the second half of fiscal 2026 and grow 20%+ in fiscal 2027, reaffirming a $10 billion ARR goal by 2031 and outlining a path to $20 billion by 2036.
• Shares rose more than 12% Thursday after the investor day, as analysts cited better‑than‑expected long‑term targets and improving momentum.
• The company agreed to buy AI security firm Pangea for $260 million to build a full AI detection‑and‑response platform that defends models, agents, data, and identities across the AI lifecycle.
• CrowdStrike and Salesforce announced new integrations that link Falcon Shield with Salesforce Security Center and embed Charlotte AI into Agentforce and Slack to govern and secure AI agents and workflows.
• Charlotte AI AgentWorks will integrate with Nvidia’s Nemotron models and NeMo tools to design and deploy governed AI agents, and CrowdStrike also confirmed an Amazon collaboration offering Falcon Go to Business Prime members with discounts for Duo subscribers.