CRWDCrowdStrike
Founded in 2011, CrowdStrike reinvented cybersecurity for the cloud and artificial intelligence (“AI”) era and transformed the way cybersecurity is delivered and experienced by customers. 10-K, Item 1
- Employees
- 10,698
- Headquarters
- Austin, TX
- CEO
- George Kurtz
- Next results
- around Dec 1, 2026
The biggest changes in the 10-K filed 2026-03-05, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.
Operating margin
-2.9% → -6.1% (-3.2 pts) Big change FY to 2026-01-31 vs 2025-01-31The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Revenue
+21.7% Big change FY to 2026-01-31 vs 2025-01-31“Subscription revenue increased by $803.2 million, or 21% in fiscal 2026, as compared to fiscal 2025, which was primarily driven by a combination of the addition of new customers and the sale of additional sensors and modules to existing customers.”
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“Professional services revenue increased by $55.2 million, or 29%, in fiscal 2026, as compared to fiscal 2025, which was primarily attributable to an increase in the number of professional service hours.”
Read it in the 10-K ↗
Cash from operations
+16.7% Big change FY to 2026-01-31 vs 2025-01-31The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Gross margin
75.0% → 74.7% (-0.3 pts) FY to 2026-01-31 vs 2025-01-31“The increase in professional services cost of revenue was primarily due to an increase in consulting expenses of $18.7 million, an increase in employee-related expenses of $15.5 million driven by a 12% increase in average headcount, an increase in stock-based compensation expense of $5.7 million, charges related to the Strategic Plan of $3.3 million, and an increase in allocated overhead costs of $2.6 million.”
Read it in the 10-K ↗
“The decrease in professional services gross margin was primarily due to an increase in consulting expense and an increase in stock-based compensation expense during fiscal 2026, as compared to fiscal 2025.”
Read it in the 10-K ↗
Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗
Work on CRWD in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/CRWD/export.csv") into a cell.