Crowdstrike Holdings IncRecord Q1 net new ARR of $256M, up 32% YoY, and raised full-year guidance by $50M+ signal strong end-customer demand.

CrowdStrike shares returned 55% over the past year, climbing from a split-adjusted $128.52 to $199.38, as the market re-rated the company’s future on the belief that AI adoption forces enterprises to spend on cybersecurity. CEO George Kurtz described a “Mythos inflection point” where AI-powered threats turned cybersecurity into critical AI infrastructure, shifting it from a cost center. The company posted record Q1 net new annual recurring revenue of $256 million, up 32% year over year, and raised full-year net new ARR guidance by more than $50 million, signaling durable demand. CrowdStrike is betting on its new AI Detection and Response product, whose ending ARR grew over 250% in a single quarter, with Kurtz calling it a larger opportunity than the endpoint detection market that built the company. The recent 4-for-1 stock split made shares more accessible, but enterprise AI adoption remains in early stages, leaving open whether this is the start of a multi-year supercycle.
Crowdstrike Holdings IncRecord Q1 net new ARR of $256M, up 32% YoY, and raised full-year guidance by $50M+ signal strong end-customer demand.
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