CrowdStrike
AI increases both attacker capability and enterprise need for automated security response.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Price, 1D change, market cap, and enterprise value are current market-based figures.
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
latest annual revenue
latest quarterly revenue
latest annual profit
latest quarterly profit
annualized per share
latest ex-dividend cash amount
Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Why it could benefit going forward
- AI increases both attacker capability and enterprise need for automated security response.
- CrowdStrike can embed AI across endpoint, cloud, identity, and managed detection workflows.
- Security data scale gives it a strong base for AI-assisted threat detection.
Moat / edge
- Large endpoint telemetry base.
- Falcon platform expands across multiple security modules.
- Strong brand in cloud-delivered endpoint protection.
What to watch
- Net new ARR and module adoption.
- Platform reliability and customer trust.
- AI security product monetization.
Key risks
- Security incidents or outages can damage trust.
- Competition from Microsoft and other security platforms is intense.
Business snapshot
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform provides cloud-delivered protection of endpoints, cloud workloads, identity, and data through a software as a service (SaaS) subscription-based model. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, threat intelligence, data protection, SaaS security posture management, and AI powered workflow automation, and securing generative AI workload services, as well as security orchestration, automation, and response; and security information and event management, and log management services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company has a strategic alliance with Cognizant Technology Solutions Corporation to help enterprises secure artificial intelligence across its lifecycle, from the AI agents and models to the foundational infrastructure that supports the entire AI ecosystem and with Snowflake to bring AI-native security and enterprise data at scale. Additionally, it has a partnership with Fortanix Inc. to combine its Falcon platform with Fortanix Confidential AI to provide an integrated solution for end-to-end AI security. The company was incorporated in 2011 and is headquartered in Austin, Texas.