CrowdStrike at Fal.Con Investor Briefing: ai push lifts growth outlook
On September 2, 2026, CrowdStrike held its Fal.Con Investor Briefing to showcase its expansion into AI-driven cybersecurity. The company unveiled two new products: SafeMind, an AI-powered cybersecurity model, and Guardian, a solution for securing AI agents in real-time. CrowdStrike reported record financial results, with ending ARR reaching $5.8 billion in the second quarter of 2026, a 23% compound annual growth rate over two years.
Net new ARR stood at $333 million, an all-time record. The firm expects ARR to reach $10 billion by fiscal 2030 and $20 billion by fiscal 2035. CEO George Kurtz emphasized that security is now the accelerator, not the brake, as AI agents proliferate across workplaces and systems. CrowdStrike expects the AI security market to reach $215 billion by 2034.
The company highlighted its data scale, platform, and partner network as giving it an edge over competitors. Analysts expressed optimism, with 13 analysts raising their earnings forecasts for the upcoming period. CrowdStrike is developing SafeMind, an AI model designed for cybersecurity, and Guardian, a product to secure AI agents while operating.
The company is collaborating with NVIDIA on model development and CoreWeave for infrastructure and inference.
Written by urgent.news from Investing.com's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
