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The themes CrowdStrike is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.432,5B USDA+
PANWPalo Alto Networks, Inc.263,4B USDA
NETCloudflare, Inc.109,6B USDA-
FTNTFortinet, Inc.93,4B USDA+
SNPSSynopsys Inc.87,2B USDA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 oct. 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 oct. 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 oct. 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 oct. 2026BAGraded B, now A
UIUbiquiti Inc.6 nov. 2026BAGraded B, now A
Cum face bani
- Subscriptions to Falcon software95 %
- Professional services5 %
Ponderile din venituri sunt estimări pentru three months ended July 31, 2026, nu cifre dintr-un raport depus.
Concurează cu
Ce vinde6
Falcon endpoint security
Software installed on computers and servers that looks for suspicious activity and helps block attacks, including attacks that do not use known malware.
Falcon Cloud Security
Security software for applications and systems running in cloud services. It helps find unsafe settings and vulnerabilities and detect attacks while systems are running.
Falcon Identity Protection
Software that watches user accounts and sign-ins for suspicious behavior, such as stolen credentials being used to move through an organization’s systems.
Afișează încă 3
Falcon Complete Next-Gen Managed Detection and Response
A subscription service in which CrowdStrike specialists monitor for attacks, investigate alerts and help respond and recover, including for customers without their own round-the-clock security team.
Next-Generation Security Information and Event Management (SIEM) and log management
Software that brings together security records from different systems so security teams can search them, investigate suspicious activity and respond to incidents.
AI Detection and Response
Software that helps organizations see how employees and automated agents use AI applications, detect potentially harmful or rule-breaking activity, and apply controls to those interactions.
Cine cumpără6
- Large companies, smaller businesses and public organizations buy subscriptions for their computers, cloud systems, user accounts and other security needs.
- Customers can buy through CrowdStrike’s sales teams or through resellers, distributors, system integrators and cloud marketplaces.
- Managed security service providers may buy or operate Falcon for multiple organizations, providing those customers with an outsourced security team.
Afișează încă 3
- CrowdStrike reported more than 88,000 organizations, including end customers and customers served through managed security service providers, as of January 31, 2026 (high).
- Annual recurring revenue (ARR), the annualized value of subscription contracts, was $5,841,421,000 (July 31, 2026, high); this is a contract-value measure, not revenue received during that quarter.
- The dollar-based net retention rate, which tracks subscription renewals, expansion, reductions and cancellations among existing customers, was 115% (January 31, 2026, high). The latest quarterly report says this rate improved sequentially but does not give a newer figure in the supplied text.
Pe ce se sprijină și ce l-ar putea dărâma
De ce depinde activitatea
- 1CrowdStrike relies on its cloud service and data-center facilities to host Falcon. The company identifies Amazon Web Services and other third-party data centers, as well as its own colocation facilities, among its hosting resources.
- 2The company sells through resellers, distributors, managed service providers and other partners, so its ability to reach customers depends in part on those relationships and partners’ performance.
- 3Most revenue comes from subscriptions, making customer renewals and decisions to add or continue using Falcon functions important to the business.
- 4Operating its global data centers depends on a limited number of suppliers for some equipment components.
Ce ar putea merge prost
- 1A software update to the Falcon sensor caused some Windows systems to crash. CrowdStrike says the incident has led to lawsuits, claims and inquiries, additional legal and professional expenses, delayed purchasing decisions and longer sales cycles; it says some effects may continue.
- 2If Falcon fails, has defects or vulnerabilities, or does not detect or prevent attacks as customers expect, customers may lose confidence and the company’s reputation and business could be harmed. CrowdStrike also says it is a target of cyberattacks.
- 3Customers may delay buying, choose not to renew or buy fewer functions, devices or subscription periods. The company says sales cycles have lengthened and some customer commitment packages have included discounts, extra services or longer subscription periods that can reduce expansion.
Situațiile financiare complete →
Despre CrowdStrike Holdings, Inc.
CrowdStrike’s Falcon products watch activity on computers, cloud systems and user accounts to find and help stop cyberattacks. Customers install a small piece of monitoring software on their systems; it sends relevant information to CrowdStrike’s cloud service, where artificial intelligence (AI) helps analyze it. Customers pay subscriptions for different security functions, and can also hire CrowdStrike’s specialists to monitor systems, respond to incidents and help recover after a breach.
- Sediu
- Austin, Texas
- Înființată în
- 2011
- Angajați
- 10,698 (January 31, 2026, high)
- Listată la
- Nasdaq
- Sfârșitul exercițiului financiar
- January 31
Construit din raportările proprii ale CrowdStrike Holdings, Inc. la Comisia pentru Valori Mobiliare și Burse a SUA (SEC). Cifrele sunt cele raportate, iar istoricul pe acțiune este recalculat la baza de acțiuni de azi. Aceasta descrie o afacere — nu este consultanță de investiții și nu este o recomandare de cumpărare sau vânzare.