CrowdStrike now expects $10 billion of ending ARR within fiscal 2030 and $20 billion within fiscal 2035, each a year earlier than its prior dates, and issued initial fiscal 2028 guidance for net new ARR growth of 20%-plus, at least $1,626 million. CFO Burt Podbere set a fiscal 2028 free cash flow margin expectation of 32.5%-plus. The company also unveiled SafeMind, a cyber-specific frontier model family sold through token packs, and Falcon Guardian for AI agent security.
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