CRWD
Market read
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 18 directly disclosed connections are confirming.
Invalidation: The isolated read changes if CRWD's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 18 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Non-cash charges primarily consisted of $297.7 million in stock-based compensation expense, $98.9 million of amortization of deferred contract acquisition costs, $75.5 million of depreciation and amortization, $12.4 million of amortization of intangible asset…”10-Q · Jun 4, 2026 ↗
“The Company is subject to a number of legal proceedings in connection with the July 19 Incident, including: • On August 5, 2024, a putative class action was filed against CrowdStrike, Inc.”10-Q · Aug 27, 2026 ↗
“The increase in other income (expense), net for the three months ended April 30, 2026 compared to the three months ended April 30, 2025 was primarily due to an increase in net realized gains on our strategic investments of $36.4 million, an increase of $1.6 m…”10-Q · Jun 4, 2026 ↗
“Total gross unrecognized tax benefits were $ 140.9 million and $ 137.8 million as of July 31, 2026 and January 31, 2026, respectively, which are primarily attributable to research and development credits.”10-Q · Aug 27, 2026 ↗
Valuation discipline
Price/sales 10.8× · EV/sales 9.8×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CRWD. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for CRWD. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“We will continue to invest in customer acquisition programs, including our channel partnerships and new programs, like our free trial program of Falcon Go that is easily downloaded from our website, the AWS Marketplace, the Google Marketplace, and the Microso…”
“A key component of our enterprise strategy is Falcon Flex, our enterprise licensing model that enables customers to commit to a broader platform investment upfront and draw down that commitment across multiple products over time.”
Depended on by
“Our main competitors fall into four categories: • large companies that incorporate security features in their products, such as Cisco Systems, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 18 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
CRWD is currently a Leader in the organic co-movement group Cybersecurity Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CRWD; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.