CRWD Q2 Investor Update

2026

Quarterly briefing

CRWD Q2
Investor Update

Major milestones from Q2 as we continue building the future of Consumer Activation.

Enterprise GrowthNew PartnershipsProduct ExpansionRetail Momentum

Featured Announcement

Gary Vaynerchuk joins CRWD as Co-Owner.

Gary Vaynerchuk has officially joined CRWD as a part owner and late Co-Founder, marking a major milestone in the company's growth. Gary will play an active role in accelerating strategic partnerships, advising on product and brand strategy, and helping establish CRWD as the category leader in consumer activation.

"i've always been around this concept..Discord, NFT Culture, Group Buying, everyone doing the same thing - I'm a total buyer & think this can be massive."

Gary Vaynerchuk · Co-Owner of CRWD

His involvement significantly expands CRWD's reach across enterprise brands, agencies, and the broader marketing ecosystem as the company enters its next phase of growth.

Learn More about Gary

01 · Company Highlights

Enterprise Growth

CRWD scores big with American Eagle, Little Caesar's, Kalshi, Unilever & TRÜ FRÜ.

Momentum continues to accelerate as CRWD expands its enterprise customer base with several nationally recognized brands. During Q2, CRWD secured strategic partnerships with American Eagle, Little Caesar's, Kalshi, Unilever, and TRÜ FRÜ, with many of these enterprise pilot programs scheduled to launch throughout Q3 and Q4. From driving retail sell-through and verified product purchases to generating authentic UGC and in-store experiences, these partnerships reinforce CRWD's position as the preferred platform for brands looking to influence consumer behavior at scale.

02 · CPG Wins

Retail Momentum

JUUS aluminum-free deodorant retail display

CarpeJUUSPop MustardsJuni

Retail Momentum

CPG brands continue dominating retail with CRWD.

From national rollouts to hyper-local retail activations, CRWD's CPG partners are seeing measurable lift on shelf. Carpe, JUUS, Pop Mustards, and Juni leveraged the platform this quarter to drive sell-through, capture authentic UGC, and turn in-store moments into scalable social proof — reinforcing CRWD as the go-to activation layer for emerging and established CPG brands alike.

03 · Live Experiences

New Partnership

Sounds of Screams Miami × CRWD — Official Activation Partner, Halloween 2026

New Partnership

CRWD partners with Sounds of Screams Amusement Park to rival Halloween Horror Nights.

CRWD has been selected as the official consumer activation partner for Sounds of Screams Miami, one of South Florida's largest Halloween attractions. The partnership will leverage CRWD's network of creators and consumers to generate excitement, drive attendance, and create social buzz throughout the season. By combining live experiences with authentic content creation, the campaign is designed to establish Sounds of Screams as a premier Halloween destination and a compelling regional alternative to larger theme park attractions.

By the Numbers

Featured Milestone · Juni × CRWD

straight quarters

Juni hits 100% growth for the 10th consecutive quarter.

04 · Platform

Technology Update

🚀 CRWD Launches New Brand Ad Portal

demo.joincrwd.com

CRWD Intelligence Platform — Adaptive Audience Interview

CRWD has officially launched its next-generation Brand Ad Portal, giving brands and agencies a faster, more intuitive way to plan, launch, and monitor consumer activation campaigns. The new experience simplifies campaign creation, audience targeting, real-time reporting, and activation management through a modern self-service interface.

Explore the New Portal

The Intelligence Platform — Building CRWD's Data Moat

CRWD's AI system is built directly from real member behavior. Before writing any agent logic, the team analyzed over 400,000 real member messages to understand what members actually ask, where they get stuck, and what a good resolution looks like. Every agent and skill was curated from that real usage, not designed in a vacuum.

Business Update

Financial Snapshot

Building the Foundation for Enterprise Growth

A strategic transition from transactional growth to enterprise-scale customer relationships.

Sell

$4.8M

Annualized Revenue Run Rate

High-volume smaller campaigns
Transactional revenue
Fast-moving activations
Focused on maximizing near-term growth

Build

$3.6M

Annualized Revenue Run Rate

Enterprise platform expansion
Gary Vaynerchuk joins as Co-Owner
American Eagle, Unilever, Little Caesar's, TRÜ FRÜ & Sounds of Screams partnerships
Expanded technology, operations & consumer network
Infrastructure built for recurring enterprise programs

Execute

Enterprise Launches

Execution phase begins

American Eagle Back-to-School rollout
Little Caesar's pilot activation
Unilever nationwide JUUS launch
TRÜ FRÜ holiday retail pilot
Sounds of Screams campaign launch
Gary Vaynerchuk public rollout
Enterprise platform fully deployed

SellBuildExecute

Why the Change?

Over the past several months, we intentionally shifted leadership time and company resources away from maximizing short-term bookings and toward building the foundation required to support enterprise customers at scale.

While this transition temporarily reduced our annualized revenue run rate, it fundamentally improved the quality of our business. Q2 was dedicated to expanding our technology platform, strengthening our operational infrastructure, and securing enterprise partnerships with some of the world's largest consumer brands.

As we enter Q3, our focus shifts from building to execution. Enterprise pilot programs secured during Q2 are expected to begin launching, positioning CRWD to benefit from the investments made over the past several months.

Company Milestones

CRWD founder presenting on stage at Plug and Play Silicon Valley Summit

Audience of executives at Plug and Play Silicon Valley Summit

Company Milestones

CRWD Selected to Present at Plug and Play Global Summit

CRWD was selected as one of ten startups invited to present at Plug and Play's Annual Global Summit in Silicon Valley, where we showcased our consumer activation platform to executives from many of the world's leading brands and enterprise organizations.

As we continue expanding our enterprise footprint, opportunities like these provide valuable exposure to strategic partners, customers, and the broader innovation ecosystem.

The future of consumer activation.

We're just getting started. With Gary joining, enterprise demand accelerating, and CPG partners winning at retail, CRWD is entering its most defining quarter yet.

CRWD Q2Investor Update