CrowdStrike Holdings, Inc. CRWD

The incident-response market lists PwC once, after removing a duplicate entry; the competitive assessment and services moat status are unchanged.

The Seraphic remeasurement gain is corrected from after-tax to non-operating because it is reported before tax; the $15.5 million parent-attributable amount and unknown tax effect are stated separately. The profit debate now also identifies Q2 outage-cost recoveries.

FY2022 tax restructuring changes from the rounded $57.2 million to the reported $57.236 million. The $49.883 million FY2025 foreign-transaction tax charge now covers the full fiscal year because its annual source does not report a quarterly allocation. The currency assessment now reflects the July 2026 cost hedges.

Airline passengers asked the Supreme Court to review dismissal of their outage claims; the October 16 response deadline extends one legal uncertainty. Source: https://www.supremecourt.gov/docket/docketfiles/html/public/26-355.html

CrowdStrike completed its purchase of XM Cyber technology assets, adding attack-path and exposure-management technology and issuing 2,118,022 shares. Source: https://www.sec.gov/Archives/edgar/data/1535527/000110465926107123/tm2625079-1_s3asr.htm

DOJ prosecutors closed the customer-deal accounting probe without further action, according to Bloomberg reporting on September 25. The SEC outcome was unknown, and this does not settle outage litigation. Source: https://ca.finance.yahoo.com/news/us-justice-department-closes-investigation-171512426.html

The Fifth Circuit denied rehearing of the airline-passenger outage case, leaving dismissal in place at that court. Source: https://www.sec.gov/Archives/edgar/data/1535527/000153552726000031/crwd-20260731.htm

The incident-response leader list adds PwC from the same IDC worldwide study. Its customer feedback shows the benefit of installed Falcon telemetry and the risk of delayed final reports; the existing services moat assessment is unchanged.

The May 20 ruling is corrected from securities litigation to airline-passenger claims. The current legal debate now includes the September Supreme Court petition and separates reported DOJ customer-deal closure from unresolved SEC and outage matters.

CrowdStrike introduced an identity provider for AI agents, extending Falcon into registration and short-lived authorization of autonomous software identities.

Falcon became available through the OpenAI Marketplace, letting eligible customers use existing commitments to buy security and easing access to enterprise budgets.

CrowdStrike reported $5.84 billion of ARR and raised FY2027 net new ARR growth guidance to 34% at the midpoint, supporting a wider suite-adoption trajectory.

CrowdStrike effected a four-for-one stock split, changing per-share presentation without changing business earnings.

The Fifth Circuit affirmed dismissal of airline passengers' outage claims, reducing one route for customer-related damages. This ruling concerns passengers, rather than the separate securities litigation. Source: https://www.sec.gov/Archives/edgar/data/1535527/000153552726000031/crwd-20260731.htm

CrowdStrike raised its share-repurchase authorization by $500 million to $1.5 billion, allowing more cash to offset dilution or return to shareholders.

CrowdStrike bought SGNL for $627.9 million cash net of acquired cash plus replacement awards, adding continuous authorization for human and AI identities.

CrowdStrike bought the remaining 90.6% of Seraphic for $327.5 million cash net of acquired cash plus replacement awards, adding browser runtime protection and creating a $15.5 million gain attributable to CrowdStrike.

CrowdStrike announced a workforce plan affecting about 500 roles; final FY2026 charges were $44.8 million, adding near-term cost to its efficiency effort.

A faulty Falcon content update crashed customer Windows systems, damaging trust and causing concessions, litigation and remediation costs.

Three moat trajectories, operating-KPI histories, management, investor debate and two sourced end-market profiles now explain adoption, competition, macro sensitivity and reported-profit distortions.

Telemetry claim strength falls from 5 to 3, confidence from 4 to 3 and durability from durable to medium because public scale evidence does not establish a dominant detection advantage. Professional services are now verified as having no separate moat, based on hourly competition, current service economics and several IDC worldwide leaders.

Subscription and services weights now use FY2026 revenue instead of one quarter. The old 17.7% endpoint share is shown only as a dated KPI; it does not cover the entire Falcon suite. Industry, sector and profile timestamps stay unchanged.

CrowdStrike published a high-severity Windows sensor vulnerability affecting Office macro removal and provided fixes. It reported no known exploitation in the wild. Customers must install the fixes, reinforcing the need to test protection and reliability together. Sources: https://www.crowdstrike.com/en-us/security-advisories/cve-2026-40058/ and https://www.cve.org/CVERecord?id=CVE-2026-40058

CrowdStrike appointed former Splunk Security product chief AJ Shipley as Chief Product Officer, putting product expansion and AI security under new leadership. Source: https://www.crowdstrike.com/en-us/press-releases/crowdstrike-appoints-aj-shipley-as-chief-product-officer/

The telemetry claim now cites the October daily-event evidence alongside the annual filing. The security-software market and investor debate add the patched September Windows sensor flaw; the existing moat strengths, services assessment and profile timestamps are unchanged.

FY2025 first-through-third-quarter gross profit, operating income and parent earnings are restored from the revised annual-report quarterly table. Pretax income uses consolidated earnings plus reported tax. The $0.466 million FY2026 third-quarter workforce charge stays in collection notes because it is too small for a separate profit adjustment.