CrowdStrike Holdings, Inc.

CRWDleader

CrowdStrike pioneered cloud-native endpoint protection and has expanded into a comprehensive cybersecurity platform. Its single lightweight Falcon agent collects trillions of security events weekly, leveraging AI to stop breaches across endpoints, cloud workloads, and identities.

⇄ Compare

Products & Revenue

Product Revenue Share

Revenue Breakdown ($3.9B)

Static data (loading live financials…)

Subscription (93%)

Professional Services (7%)

Segment Breakdown & Key Customers

Product Details

Falcon Endpoint Protection45%

Cloud-native EDR/XDR platform using AI for real-time threat detection

Falcon Cloud Security30%

CNAPP, CSPM, and workload protection for multi-cloud environments

Identity & Log Management25%

Identity threat detection and next-gen SIEM via LogScale

Supply Chain Relationships

Partners

Amazon.com (AWS)

AWS Marketplace, cloud workload protection

Impact: Major cloud partner

Alphabet Inc. (Google)

Google Cloud security integrations

Impact: Multi-cloud partnership

Competitors

Microsoft Corporation

Endpoint security, Defender suite

Impact: Key competitive rivalry

Macro & Market Context

AI / 클라우드Sector News

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

Upcoming Catalysts

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

Latest News

Loading news...

AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of CrowdStrike Holdings, Inc..

Company Info

Headquarters

Austin, Texas, USA

Founded

2011

Employees

9,500+

Website

crowdstrike.com

Sector Overview — AI / 클라우드

Sector News