Crowdstrike articles
CrowdStrike ($CRWD): the Archimedean Lever in Cyber Defense
Original deep dive: "Give me a lever long enough and a fulcrum on which to place it, and I shall move the world," said Archimedes.
Think of CrowdStrike's lightweight agent as the fulcrum, its broad product portfolio and marketplace as the levers, and the vast range of cybersecurity use cases as the world to be moved.
Crowdstrike: Is this the end?
As evident from the quarterly net new ARR history, there is a clear trend of increasing Net New ARR from Q1 to Q4 of each calendar year—a pattern that was abruptly disrupted in Q3 2024.
Crowdstrike: everyone loves a comeback story
"Everyone loves a comeback story," George Kurtz proclaimed on CrowdStrike’s Q4 2025 earnings call, revealing a recovering $224 million net new ARR, compared to $153 million of the previous quarter, and a record $1.07 billion free cash flow for the ended year.