The Compound and Friends · Monday, October 26, 2026
During discussions about long-term financial goals, George Kurtz noted that CrowdStrike pulled its $10 billion annual recurring revenue target forward into fiscal 2030 and maintains its $20 billion target for fiscal 2035 based on white space analysis.
“You guys moved the $10 billion annual recurring revenue target up a year into fiscal 2030. And I don't know if you introduce this or you or you move this a $20 billion target to fiscal 2035.”
“Yeah, so we pulled them in. We actually introduced the $20 billion number last year. and then we updated it.”