"All after it set a strong goal of reaching $20 billion in annual recurring revenue (ARR) by fiscal year 2036 at its recent Fal.Con 2025 conference. Even better, it also provided financial targets for fiscal year 2027, which included over 20% net new ARR growth and an operating margin of 24% or more. It also announced major artificial intelligence enhancements to its Falcon platform, including a powerful AI-ready data layer, no-code agent building, AI agent collaboration, and a new AI-era user experience."
"In fact, with Salesforce, "Through integrations between CrowdStrike Falcon Shield and Salesforce Security Center, Salesforce admins and security professionals will gain enhanced visibility, compliance support, and protection for mission-critical workflows," said the cybersecurity firm, as quoted by Seeking Alpha. With Nvidia, the two companies announced the integration of Charlotte AI AgentWorks with NVIDIA Nemotron, a family of the most open AI models."
CrowdStrike set a goal of reaching $20 billion in annual recurring revenue (ARR) by fiscal year 2036 and provided fiscal 2027 targets including over 20% net new ARR growth and an operating margin of 24% or more. The company announced significant AI enhancements to the Falcon platform, such as an AI-ready data layer, no-code agent building, AI agent collaboration, and a new AI-era user experience. CrowdStrike expanded partnerships with Nvidia, Salesforce, Meta, AWS, and Intel, including integrations between Falcon Shield and Salesforce Security Center and Charlotte AI AgentWorks with NVIDIA Nemotron. The stock rose sharply and several analysts raised price targets.
Read at 24/7 Wall St.
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