A leading cloud cybersecurity platform that uses AI to detect and stop attacks on devices.
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 15 | GREEN (~15) |
| AI-Monetization Gap (reframed for Level 4) | 45 | AMBER (~40–50) |
| Insider-Selling Intensity | 50 | AMBER (~45–55) |
| Financing Opacity / Circular Leverage | 15 | GREEN (~15) |
| AI-Model Diminishing Returns (adapted for cybersecurity SaaS) | 40 | AMBER (~35–45) |
| Organic End-User Demand | 50 | AMBER (~45–55) |
Q. 'The July 19 outage cost $60 million net in FY2025 and $117.7 million net in FY2026 — $177.8 million total net over two years, after insurance. Gross costs and the insurance recovery rate are both not disclosed in SEC filings. NRR compressed from 147% at IPO to 115% today. How much of the Q4 FY2026 record net new ARR of $330.7 million is organic demand and how much is customers letting outage cred
A. July 19 costs: FY2025 $60.062M net; FY2026 $117.730M net; total $177.792M net (CRWD FY2026 EX-99.1 filed 2026-03-03 — PRIMARY). Gross costs and insurance recovery rate: NOT SOURCED. NRR: 115% (CRWD 10-K crwd-20260131.htm — PRIMARY). Historical NRR peak: 147% (IPO era, Jan 2019). Q4 FY2026 net new ARR: $330.7M (+47% YoY, CRWD FY2026 EX-99.1 — PRIMARY). Sheet's bear case notes customer credits "may
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
Earnings window. no dated next-print for this firm in the calendar yet — the 59-of-68 coverage gap.
Score 50.0/100 from the engine.
Discretionary (no-plan) selling on the recent record: $1,481,305.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Kurtz George | PRESIDENT AND CEO | 2026-08-05 | Sale | $150,353 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-05 | Sale | $182,606 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-05 | Sale | $509,732 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-05 | Sale | $895,914 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-05 | Sale | $232,458 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-05 | Sale | $70,416 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-05 | Sale | $19,034 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-05 | Sale | $46,773 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-05 | Sale | $21,637 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-04 | Sale | $32,651 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-04 | Sale | $16,446 | 10b5-1 |
| Kurtz George | PRESIDENT AND CEO | 2026-08-04 | Sale | $41,444 | 10b5-1 |
EDGAR Form 4, parsed structured · last 60 txns · asof 2026-08-08 · refreshes off the Form-4 event class
Pending analysis. not yet determined — on the follow-up ledger as of 2026-07-13. A dated commitment, not an apology.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.