Wall Street Breakfast CrowdStrike ARR Tops $5.2B
Mar 4, 2026
Coverage of CrowdStrike hitting a major ARR milestone above $5.2B. Senate set to vote on war powers related to strikes on Iran. Anthropic racing toward a near-$20B revenue run rate amid Pentagon AI tensions. Quick rundown of big tech moves, market snapshots, and upcoming investor events.
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CrowdStrike Surpasses $5.2 Billion ARR
- CrowdStrike's ARR climbed to $5.25 billion, reflecting 24% year-over-year growth.
- Q4 revenue rose 23% and subscription revenue hit $1.24 billion, with FY27 Q1 guidance slightly above estimates at $1.36 billion.
Senate Poised To Vote On War Powers Resolution
- The U.S. Senate prepared to vote on a War Powers Resolution challenging President Trump's military action in Iran.
- The measure faces long odds in a Republican Congress and would likely be vetoed by the president if passed.
Anthropic's Run Rate Nears $20 Billion
- Anthropic's revenue run rate accelerated toward $20 billion, jumping from about $9 billion at end of 2025 to roughly $19 billion recently.
- Growth is clouded by Defense Department concerns labeling it a supply chain risk over Pentagon usage restrictions.