EPISODE · Mar 4, 2026 · 5 MIN
CrowdStrike ARR Tops $5.2B
from Wall Street Breakfast · host Seeking Alpha
CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: MRNA, GTLB, and moreSuperintelligence push: Meta said to create applied AI engineering organizationFirearm demand continues its five-year downtrend in the U.S.OpenAI eyeing contract with NATO, defends Pentagon deal: reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
What this episode covers
CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: MRNA, GTLB, and moreSuperintelligence push: Meta said to create applied AI engineering organizationFirearm demand continues its five-year downtrend in the U.S.OpenAI eyeing contract with NATO, defends Pentagon deal: reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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CrowdStrike ARR Tops $5.2B
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