CrowdStrike Holdings, Inc.

“the AI-native CrowdStrike Falcon platform – the first, true cloud-native unified platform built with artificial intelligence ("AI") at the core, capable of harnessing vast amounts of security and enterprise data to deliver highly modular solutions through a single lightweight sensor”

“A substantial majority of our customers purchase subscriptions with a term over one year.”

“We primarily sell subscriptions to our Falcon platform and cloud modules through our direct sales team that leverages our network of channel partners.”

“Our subscriptions are generally priced on a per-endpoint and per-module basis. We recognize revenue from our subscriptions ratably over the term of the subscription.”

“We also generate revenue from our incident response and proactive professional services, which are generally priced on a time and materials basis.”

“We rely on a limited number of suppliers for several components of the equipment we use to operate our cloud platform and provide services to our customers. We generally purchase these components on a purchase order basis, and do not have long-term contracts guaranteeing supply.”

“We currently host our Falcon platform and serve our customers using a mix of third-party data centers, primarily Amazon Web Services, Inc., or AWS, and our data centers, hosted in colocation facilities.”

“we are highly dependent on the services of George Kurtz, our President and Chief Executive Officer, who is critical to our future vision and strategic direction”

“The more data that is fed into our Falcon platform, the more intelligent our Security Cloud becomes, and the more our customers benefit, creating a powerful network effect that increases the overall value we provide.”

“We believe our future success depends in large part on the growth in the market for cloud-based SaaS-delivered endpoint security solutions.”

“We have a low friction land-and-expand sales strategy. When customers deploy our Falcon platform, they can start with any number of cloud modules and easily add additional cloud modules.”

“we may also pursue acquisitions of businesses, technologies, and assets that complement and expand the functionality of our Falcon platform”

“While we have maintained high dollar-based gross retention rates following the incident, we have experienced delays in creating sales opportunities and longer sal”

“On July 19, 2024, we released a content configuration update for our Falcon sensor that resulted in system crashes for certain Windows systems (the "July 19 Incident").”

“As of January 31, 2026, we had aggregate U.S federal and California net operating loss carryforwards of $2.6 billion and $417.4 million, respectively”

“the Company revised its fiscal 2025 and 2024 financial results to correct for an immaterial error discovered during the fourth quarter of fiscal 2026”

“in the EU, the first set of provisions under the EU's AI Act became effective in February 2025, with additional provisions becoming effective on later dates.”

“We are required to comply with stringent, complex and evolving laws, rules, regulations and standards in many jurisdictions, as well as contractual obligations, relating to data privacy and security.”

“lawsuits filed by or on behalf of third parties, including securities litigation brought on behalf of certain purchasers of our common stock, derivative litigation asserting claims against certain officers and directors, and putative class actions brought by individual consumers”

“As a cybersecurity provider, we have been, and expect to continue to be, a target of cyberattacks.”

“We have a history of losses, and while we have achieved profitability in certain periods, including fiscal 2024, we may not be able to achieve or sustain profitability in the future.”

“Certain of our competitors have aggressively approached our current and prospective customers and partners to attempt to capitalize on the July 19 Incident, and may continue to do so.”

“Under Pillar Two, the Inclusive Framework has agreed on a global minimum corporate tax rate of 15% for companies with revenue above €750 million, calculated on a jurisdictional basis.”

“We provide financing arrangements for certain of our customers and end-users to purchase our products and services.”

“To date, there has not been a material failure to meet our service level commitments, and we do not currently have any material liabilities accrued on our balance sheets for such commitments.”

“Our sales cycles can be long and unpredictable, and our sales efforts require considerable time and expense.”