CrowdStrike Holdings (CRWD) 10-K Red Flags
Risk signals extracted deterministically from CrowdStrike Holdings’s SEC 10-K/10-Q XBRL filings — no LLM, every finding cites the underlying data.
Detected red flags (15)
- NEW: Going concern doubt in latest filing: The term "going concern" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 1 filing(s).
- Material weakness in internal controls: The term "material weakness" appears in 6 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
- Restatement of financial statements: The term "restate" "financial statements" appears in 30 recent filing(s) (vs 8 in the prior period). This risk language is ongoing.
- Operating cash flow exceeds net income: OCF is 16.16x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
- Deferred revenue growing — future revenue visibility: Deferred revenue grew +20.4% to $2.73B, providing forward revenue visibility. This is a positive leading indicator for subscription or contract-based businesses.
- NEW: Impairment charge: Impairment charge appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- Endogenous analysis: Strong cash conversion (OCF > NI) combined with growing deferred revenue provides high forward visibility. The business model appears to generate sustainable, recurring cash flows — a positive structural indicator.
- 9 new XBRL disclosure(s) in latest filing — expanding reporting scope.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 2 new risk-language term(s) detected in filing text: Going concern doubt, Impairment charge.
- Ongoing high-severity risk language: Material weakness in internal controls, Restatement of financial statements.
- Market cap $49.38B at $193.98 per share.
- Trailing P/E 646.60, P/B 10.66.
- NEW: Going concern doubt in latest filing: The term "going concern" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 1 filing(s).
- Material weakness in internal controls: The term "material weakness" appears in 6 recent filing(s) (vs 2 in the prior period). This risk language is ongoing.
Filings & ownership
- Latest quarterly report (10-Q) filed Jun 4, 2026.
- 4 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~4848 recent 13F-HR filings reference CrowdStrike Holdings; broad institutional reporting.
- Recent filers include Simplify Asset Management Inc., SOMERVILLE KURT F, ZEVENBERGEN CAPITAL INVESTMENTS LLC.
- 20 recent 13G passive institutional ownership notices.
Full CRWD analyst report
Valuation (DCF & Graham), technicals, macro exposure, risk scorecard and 13F/13D ownership.
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