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CrowdStrike said AI is accelerating changes in cybersecurity and creating new demand for its platform as attacks become faster and more automated. CEO George Kurtz showcased new products such as Falcon Guardian, SafeMind and AI Gateway, emphasized the company’s 10-year data advantage and the use of open-weight models. The usage-based Flex model reached a contract volume of $2.3 billion and, according to CrowdStrike, is gaining significant traction with customers. The company expects agent-based detection and response (AIDR) to become the new security standard and predicts continued market growth for its offerings. » Mere på de.investing.com

At the Citi Global TMT Conference, CrowdStrike said AI products are significantly driving demand for cybersecurity and that Q2 2026 was the best quarter in the company’s history with $333m net new ARR (+51% y/y). The Flex license model now represents 40% of ARR and drove the largest deals; management pushed the $10bn ARR target to 2030 and the $20bn target to 2035. Non‑GAAP profitability and free cash flow reached record levels, gross margin was 81% with a target range of 82–85%. CrowdStrike names Microsoft as its main competitor, while also collaborating with AI research centers like Anthropic and OpenAI and introducing products such as Guardian to secure AI agents. » Mere på de.investing.com

CrowdStrike CEO George Kurtz warned that rapid AI advances, citing Anthropic's Mythos and an OpenAI-related breach of Hugging Face, are exposing weaknesses legacy security tools cannot handle. The company posted record fiscal Q2 results with revenue up 26% to $1.47 billion, ARR rising 25% to $5.84 billion and a record $332.8 million in net new ARR, fueling a >20% single-session stock jump. Management sees demand for consolidated AI-aware security across endpoints, cloud, identity and AI workloads, but the sharp rally raises expectations and CrowdStrike must sustain ARR growth to justify its valuation. » Mere på finance.yahoo.com