CRWDPANWPLTR
CRWD FY3Q26: AI Products Begin to Drive Early Growth, According to Channel Checks
FUNDA
AI now features in ~80% of new deals; 60–70% POCs signal 10%+ contract uplift and accelerating growth.
We noted in our previous report that the company introduced a series of security agents at the Fal.Con 2025 event on September 17. The launch of this new product portfolio has materially improved market confidence in next year’s growth trajectory. Management’s expectation for next year’s NNARR growth sits at 20%+, implying that total ARR should remain stable or potentially re-accelerate.
The single most important factor underpinning this outlook is the actual delivery and adoption of AI products. Based on our channel research, we summarize current market feedback on CrowdStrike’s AI-related offerings below.
CrowdStrike AI Product Penetration
CrowdStrike AI Agent Architecture
Continue reading with FUNDA
This report is available to subscribers. Sign in or subscribe to read the full analysis.