This brief reports what CrowdStrike's 10-K, filed 2026-03-05, states, and nothing else. Every item below is a sentence the filing contains, quoted exactly and verified character-for-character against the document fetched from EDGAR. No inference is drawn and no claim is made about what any figure means.
The figures
| Metric | Value | Period |
|---|---|---|
| Annual recurring revenue | 5252751 | January 31, 2026 |
| Annual recurring revenue | 4241838 | January 31, 2025 |
| ARR | 24% | January 31, 2026 |
| ARR | 23% | January 31, 2025 |
| Dollar-based net retention rate | 115% | January 31, 2026 |
| Dollar-based net retention rate | 112% | January 31, 2025 |
| International revenue | 26% | fiscal 2026 |
| The Strategic Plan | 500 positions, or 5% | — |
| Charges related to the Strategic Plan | $44.8 million | fiscal year ended January 31, 2026 |
Every figure above is quoted from the filing; the sentence it was read from appears under its beat below.
The evidence, by beat
ARR / NRR / NDR growth or dilution
Annual recurring revenue$5,252,751$4,241,838
Annual recurring revenue$5,252,751$4,241,838
ARR increased 24% year-over-year and grew to $5.3 billion as of January 31, 2026, of which $1.0 billion was net new ARR added during fiscal 2026.
ARR increased 23% year-over-year and grew to $4.2 billion as of January 31, 2025, of which $806.7 million was net new ARR added during fiscal 2025.
Dollar-based net retention rate115 %112 %
Dollar-based net retention rate115 %112 %
seat vs consumption / usage-based pricing mix shift
We grew our international revenue from $1,270.7 million for fiscal 2025 to $1,595.4 million for fiscal 2026, representing an increase of 26%.
competitive displacement / win-loss / platform consolidation
Our competitors include the following by general category:•legacy antivirus product providers who offer a broad range of approaches and solutions including traditional signature-based anti-virus protection;•alternative endpoint security providers who generally offer a mix of on-premise and cloud-hosted products that rely heavily on malware-only or application whitelisting techniques;•network security vendors who are supplementing their core perimeter-based offerings with endpoint or cloud security solutions; •cloud security vendors, including those who focus on public cloud infrastructure and services;•identity security vendors that seek to identify and secure user accounts and related activities; •professional service providers who offer cybersecurity response services; and •legacy SIEM vendors who offer a range of log management and security capabilities.
Many of our competitors have greater financial, technical, marketing, sales, and other resources, greater name recognition, longer operating histories, and a larger base of customers than we do.
They may be able to devote greater resources to the development, promotion, and sale of services than we can, and they may offer lower pricing than we do.
Further, they may have greater resources for research and development of new technologies, the provision of customer support, and the pursuit of acquisitions.
Our larger competitors have substantially broader and more diverse product and services offerings as well as routes to market, which allows them to leverage their relationships based on other products or incorporate functionality into existing products to gain business in a manner that discourages users from purchasing our platform, including our cloud modules.
Conditions in our market are changing rapidly and significantly as a result of technological advancements, including with respect to AI.
Conditions in our market could also change rapidly and significantly due to partnering or acquisitions by our competitors or continuing market consolidation.
Some of our competitors have recently made acquisitions of businesses or have established cooperative relationships that may allow them to offer more directly competitive and comprehensive solutions than were previously offered and adapt more quickly to new technologies and customer needs.
Competitive pricing pressure may reduce our gross profits and adversely affect our financial results.
AI product monetisation / attach
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
guidance raised/cut, outlook change
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
cost action / restructuring / headcount
The Strategic Plan resulted in a reduction of roles representing approximately 500 positions, or 5%, of the Company’s global workforce.
The actions associated with the Strategic Plan were substantially completed as of January 31, 2026.
For the fiscal year ended January 31, 2026, the Company recorded charges related to the Strategic Plan of $44.8 million, which consisted of $19.9 million related to severance payments and employee benefits, $17.9 million related to stock-based compensation expense, and $7.0 million for non-employee costs.
As of January 31, 2026, the liability associated with the Strategic Plan is included in accrued payroll and benefits and accounts payable on the consolidated balance sheets.
Verification ledger
- 23 statements proposed by the extractor
- 20 verified verbatim against the fetched filing (87%)
- 3 discarded — not quotable character-for-character
The verbatim check contains no model: the extractor proposes a statement, and a deterministic substring match against the fetched text decides whether it is admissible. A proposal that does not verify is dropped.
This brief publishes no inference and no synthesis. The publication's inference layer must clear a measured second-lab confirmation threshold before it may appear; it has not, so it is absent by rule rather than by omission.