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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 $A+
PANWPalo Alto Networks, Inc.263,4B $A
NETCloudflare, Inc.109,6B $A-
FTNTFortinet, Inc.93,4B $A+
SNPSSynopsys Inc.87,2B $A
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 окт. 2026 г.BAGraded B, now A
IBMInternational Business Machines Corporation21 окт. 2026 г.BAGraded B, now A
CDNSCadence Design Systems, Inc.28 окт. 2026 г.BAGraded B, now A
NXPINXP Semiconductors N.V.27 окт. 2026 г.BAGraded B, now A
UIUbiquiti Inc.6 нояб. 2026 г.BAGraded B, now A
На чём зарабатывает
- Subscriptions to Falcon software95 %
- Professional services5 %
Доли выручки — это оценки за three months ended July 31, 2026, а не цифры из поданной отчётности.
Конкурирует с
Что продаёт6
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.
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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.
Кто покупает6
- 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.
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- 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.
На чём держится и что может это сломать
От чего зависит бизнес
- 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.
Что может пойти не так
- 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.
Полная финансовая отчётность →
О компании 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.
- Штаб-квартира
- Austin, Texas
- Год основания
- 2011
- Сотрудников
- 10,698 (January 31, 2026, high)
- Торгуется на
- Nasdaq
- Конец финансового года
- January 31
Построено по собственной отчётности CrowdStrike Holdings, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.