# 누가 크라우드스트라이크의 고객인가? 크라우드스트라이크의 매출은 어디서 오는가?
Canonical: https://valuechain.wiki/crowdstrike · Facet: customers · Updated: 2026-07-12T06:26:03.787+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: 크라우드스트라이크의 확인된 매출 상대 실명 공시는 없다 — 2건이 익명·묶음 관계로 추적된다. 밸류체인 그래프 기준 매출 엣지 2건, 근거 출처 4건 중 1차공시 2건 (valuechain.wiki, 2026-07-12 기준).

### 기업 (Falcon AI 보안 구독) (high)
- metric: arr $5.3B · FY2026
- note: 기업에 Falcon AI 네이티브 보안 구독(ARR $4.24B, +23%).
- [mentions] Morgan Stanley·consensus (via MarketBeat) (EN, research, published 2026-06-01) https://www.marketbeat.com/stocks/NASDAQ/CRWD/forecast/: "Analyst consensus Buy (43 analysts), average target ~$674; Morgan Stanley Overweight, on record ARR and Falcon platform consolidation."
- [confirms] CrowdStrike (SEC EDGAR) (EN, filing, published 2026-03-05) https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm: "Ending ARR $5,252,751K (+24%), $1.0B net new ARR in fiscal 2026; subscription revenue $4,564,683K (95% of revenue); dollar-based net retention 115%."
- [confirms] FinancialContent (EN, research, published 2025-10-06) https://markets.financialcontent.com/wral/article/predictstreet-2025-10-6-crowdstrike-crwd-a-deep-dive-into-the-ai-native-cybersecurity-leader: "기업에 Falcon AI 네이티브 보안 구독(ARR $4.24B, +23%)."
- [confirms] CrowdStrike (EN, filing, published 2025-03-04) https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-fourth-quarter-and-fiscal-year-2025/: "기업에 Falcon AI 네이티브 보안 구독(ARR $4.24B, +23%)."

### 차세대 SIEM·클라우드·신원 (Falcon Flex) (high)
- metric: arr bundle $1.9B · FY2026
- note: SIEM·클라우드·신원보안 모듈(결합 ARR $1.3B+).
- [confirms] CrowdStrike (SEC EDGAR) (EN, filing, published 2026-03-05) https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm: "Falcon delivered 32 cloud modules as of Jan 31, 2026 (33 currently); Cloud Security, Next-Gen SIEM and Next-Gen Identity together exceeded $1.9B ARR, growing 45%+ YoY."
- [confirms] CrowdStrike (EN, filing, published 2025-03-04) https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-fourth-quarter-and-fiscal-year-2025/: "SIEM·클라우드·신원보안 모듈(결합 ARR $1.3B+)."

반대 방향: https://valuechain.wiki/crowdstrike/suppliers.md · 파급: https://valuechain.wiki/crowdstrike/ripple.md

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전체 노드: https://valuechain.wiki/crowdstrike.md · JSON: https://valuechain.wiki/crowdstrike.json