CrowdStrike Holdings, Inc.（CRWD）股票——这是一门好生意吗？

CrowdStrike Holdings, Inc.（CRWD）股票——这是一门好生意吗？ — InspectStocks

怎么赚钱

Subscriptions to Falcon software95%
Professional services5%

各项收入占比是对three months ended July 31, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

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.

再显示 3 项

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.

谁在买6

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.

再显示 3 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于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.

总部: Austin, Texas
成立于: 2011
员工人数: 10,698 (January 31, 2026, high)
上市于: Nasdaq
财年结束: January 31

基于 CrowdStrike Holdings, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Keep exploring

The themes CrowdStrike is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Software Infrastructure

Graded A or B and worth $2B or more: A first, then the largest.

All 159 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

怎么赚钱

Subscriptions to Falcon software95%
Professional services5%

各项收入占比是对three months ended July 31, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

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.

再显示 3 项

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.

谁在买6

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.

再显示 3 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于CrowdStrike Holdings, Inc.

总部: Austin, Texas
成立于: 2011
员工人数: 10,698 (January 31, 2026, high)
上市于: Nasdaq
财年结束: January 31

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于CrowdStrike Holdings, Inc.

Keep exploring

The themes it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc.

Keep exploring

The themes it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Cybersecurity

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于CrowdStrike Holdings, Inc.

Keep exploring

The themes it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

怎么赚钱

竞争对手

卖什么6

谁在买6

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于CrowdStrike Holdings, Inc.

CrowdStrike Holdings, Inc.

历史表现

Keep exploring

The themes it is part of

Highest-graded in Software Infrastructure

Grade rose recently in Technology

Cybersecurity

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势