Search results for CRWD

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June 26, 2026

CrowdStrike Holdings, Inc. (CRWD)

CrowdStrike's Re-Accelerating ARR Is the Real Story, Not the Stock Split

For most software companies past $5 billion in ARR, the law of large numbers grinds the growth rate of *incremental* bookings steadily lower. CrowdStrike did the opposite, and management leaned into it.

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April 18, 2026

CrowdStrike Holdings, Inc. (CRWD)

CrowdStrike's Multi-Engine Growth Story Is Maturing — And the Market Hasn't Fully Repriced It

Summary CrowdStrike& 39;s recent performance highlights its strong position in the cybersecurity market. The company has consistently demonstrated growth in its annual recurring revenue (ARR), with a notable Q1 net new ARR of $194 million, surpassing expectations and ending AR...

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