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The Real Rate Index45.30.00Palanor: Inflation Pulse50.7+0.09Palanor: Geopolitical Stress60.0-2.16Palanor: Liquidity57.9-0.79Palanor: Capital Tightness47.5+0.91Palanor: Industrial Pulse70.10.00Palanor: AI Margin Compression53.4+0.29Palanor: Consumer Confidence48.6+0.50Palanor: US Dollar Strength46.50.00Palanor: Labor Heat63.2-0.01Palanor: Recession Vocabulary28.1+0.54Palanor: Uncertainty Index53.4+1.24Palanor: US Jobs Health40.30.00Palanor: Energy Transition37.0-0.52Palanor: Reshoring Sentiment22.8+0.54Palanor: AI Substitution28.4-0.24The Social Fabric Index45.70.00Palanor: Geopolitical Anxiety19.4-0.45Palanor: Quit Pressure37.6+0.42The Mania Index88.00.00The Palanor Index57.1-0.51Cost Disease Spread33.20.00Palanor: US vs China49.5-0.17Rise of Socialism Index40.8-0.26The Bubble Memory79.90.00Palanor: Steward Confidence50.8+0.13The Long Watch90.30.00The Reshoring Index55.2+0.00The Capital Return Index81.0-0.75The Discourse Index72.4+1.83The Hesitation Index30.8-6.58Palanor AI Inference Cost Index71.2-0.03The AI Capex Race Index78.4+1.36The Boardroom Index82.5-0.00The Layoff Cycle Index32.8-2.51Capital Deployment Posture Index62.3+1.26The Consumer Health Index41.7-2.96Labor Hours Composite44.40.00The Dollar Erosion Index66.6+0.14Palanor: Risk Appetite36.2+0.83
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Company Dossier · Information Technology

CrowdStrike

CRWDNasdaqSoftwareWILMINGTON, US-DE, USMega capWebsite ↗
  • S&P 500
  • Nasdaq-100
  • Russell 1000

What CrowdStrike is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to July 31, 2026: $5.40 billion, up 24% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $1.61 billion, up 45% from a year earlier.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to July 31, 2026: $0.41 billion, up 46% from a year earlier.SEC EDGAR filings (XBRL)
  • Latest earnings call or results release (August 26, 2026): sentiment 0.90 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.95 of 1.Palanor Discourse
  • Latest annual report (filed March 5, 2026): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q3 2026: $433 million on the open market.SEC Form 4
  • 2,469 institutional managers reported a position at June 30, 2026 (+375 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 53 (31 a year earlier).U.S. Department of Labor (OFLC)
  • Headlines in the last 30 days: 11, of which 4 read positive and 1 negative.Palanor headline tone

Company Posture

How Company Posture is measured →

What CrowdStrike is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.

Steady · Confident

Expanding ↔ Retrenching

Steady

RetrenchingExpanding

Confident ↔ Hedging

Confident

HedgingConfident

Pressure

Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).

Credit

How these are built →

CrowdStrike's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.

Debt on the balance sheet

$0.7B

  • Due within a year $0.0B
  • Longer term $0.7B
  • Default point $0.4B (short + ½ long)

Finance leases included · Jul 31, 2026 filing

Bonds priced, last 12 months

None

U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

CrowdStrike: free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$1.6BData to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

CrowdStrike: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

CrowdStrike: revenue, trailing twelve months

$ billions, from SEC filings

$5.4BData to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

CrowdStrike: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$0.00BData to Jan 2021
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

CrowdStrike: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Jan 2023
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

CrowdStrike: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

CrowdStrike: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

−4.5Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

CrowdStrike: guidance raised minus lowered

Guidance Ledger statements by quarter

1.0Data to Jun 2026
ImageDataGuidance Ledger by Palanor · source: SEC EDGAR
Business

CrowdStrike: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.90Data 58 days ago
ImageDataPalanor calculation
Business

CrowdStrike: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.95Data 58 days ago
ImageDataPalanor calculation
Business

CrowdStrike: risk factors added per annual report

New Item 1A risk factors in each 10-K

1.0Data to Mar 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

CrowdStrike: H-1B filings certified

Labor Condition Applications by quarter received

53.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

CrowdStrike: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$433.4MData 23 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

CrowdStrike: institutional holders

Managers reporting a position on Form 13F, by quarter

2,469Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

News

Business

CrowdStrike: headline tone

Net share of positive headlines, trailing 28 days, −1 to +1

0.30Data 6 days ago
ImagePalanor calculation from news headlines (tone words only)

In the news

Headlines that name CrowdStrike, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.

30 days
11 headlines
36% positive · 9% negative
90 days
11 headlines
36% positive · 9% negative

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 20, 2026Lobbying
    Lobbying report (CROWDSTRIKE, INC.)third_quarter 2026 · $0.4 million
  2. Oct 20, 2026Lobbying
    Lobbying report (FRANKLIN SQUARE GROUP, LLC)third_quarter 2026 · $0.1 million
  3. Oct 20, 2026Lobbying
    Lobbying report (FGS GLOBAL (US) LLC (FKA FGH HOLDINGS LLC))third_quarter 2026 · $0.1 million
  4. Oct 20, 2026Patent
    Patent granted: REAL-TIME STREAMING EVENT ENRICHMENT FOR SECURITY ENDPOINTSUS 12771698
  5. Oct 19, 2026Lobbying
    Lobbying report (VAN SCOYOC ASSOCIATES)third_quarter 2026 · $0.0 million
  6. Oct 19, 2026Lobbying
    Lobbying report (DLA PIPER LLP (US))third_quarter 2026 · $0.1 million
  7. Oct 13, 2026Patent
    Patent granted: IRREGULAR INTERACTIVE COMMAND PROMPT ACTIVITY DETECTIONUS 12764132
  8. Oct 13, 2026Patent
    Patent granted: TECHNIQUES FOR UTILIZING EMBEDDINGS TO MONITOR PROCESS TREESUS 12762236
  9. Oct 13, 2026Patent
    Patent granted: TECHNIQUES FOR TRACKING EXECUTABLE IMAGES ACROSS FORKING OPERATIONSUS 12762235
  10. Sep 29, 2026Patent
    Patent granted: DEFAULT-DENY NETWORK EGRESS ARCHITECTURE IN A VIRTUAL PRIVATE CLOUDUS 12750343
  11. Jul 20, 2026Lobbying
    Lobbying report (CROWDSTRIKE, INC.)second_quarter 2026 · $0.4 million
  12. Jul 20, 2026Lobbying
    Lobbying report (VAN SCOYOC ASSOCIATES)second_quarter 2026 · $0.1 million
  13. Jul 20, 2026Lobbying
    Lobbying report (FRANKLIN SQUARE GROUP, LLC)second_quarter 2026 · $0.1 million
  14. Jun 22, 20268-K
    Shareholder vote resultsItem 5.07
  15. Apr 21, 20268-K
    Director or officer changeItem 5.02
  16. Mar 5, 202610-K
    Annual report (10-K)1 risk factors added, 1 removed
  17. Dec 29, 20258-K
    Director or officer changeItem 5.02
  18. Jun 20, 20258-K
    Shareholder vote resultsItem 5.07
  19. May 7, 20258-K
    Exit or restructuring costsItem 2.05
  20. Apr 25, 20258-K
    Director or officer changeItem 5.02
  21. Apr 18, 20258-K
    Director or officer changeItem 5.02
  22. Mar 10, 202510-K
    Annual report (10-K)2 risk factors added, 1 removed
  23. Feb 20, 20258-K
    Director or officer changeItem 5.02
  24. Mar 7, 202410-K
    Annual report (10-K)3 risk factors added, 1 removed

Peers

Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
Snowflake Inc. SNOW$5.4B$1.2BJul 31, 2026
Zoom Communications ZM$5.0B$1.9BJul 31, 2026
Datadog Inc. DDOG$4.0B$1.2BJun 30, 2026
Workday Inc. WDAY$10.2B$2.8BJul 31, 2026
MongoDB Inc. MDB$2.8B$0.7BJul 31, 2026
Palo Alto Networks PANW$11.5B$4.1BJul 31, 2026
Cloudflare Inc. NET$2.5B$0.3BJun 30, 2026
ServiceNow Inc. NOW$14.7B$4.6BJun 30, 2026

Identity

SEC CIK
1535527
LEI
549300R070HUWKN8SG56
Wikidata
Q24890758
SAM UEI
JXV5KPM56S34
SAM UEI
XYNNR46URJR8
Direct parent (GLEIF)
CROWDSTRIKE HOLDINGS, INC.

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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