CrowdStrike
Endpoint and cloud security company that is adding protection for AI agents and AI apps.
- Revenue
- Ending ARR about $5.84B, up 25% year on year (quarter to 31 Jul 2026)
- Growth
- Record $333M net new ARR in the quarter, with growth accelerating to 51% year on year (company, Q2 FY27)
- Based in
- Austin, US
- Listed
- Public (CRWD)
Its CEO calls securing AI its largest market opportunity, and it has added identity controls for AI agents.
It raised its net new ARR outlook to 34% for the year, so the bar for next quarter is high.
Money coming in
Who pays CrowdStrike, and for what.
No customers of CrowdStrike mapped yet.
Money going out
Who CrowdStrike pays to do what it does.
No suppliers of CrowdStrike mapped yet.
Where it sits on the map
Competitors and neighbours
Makes Gemini, the assistant built into Android, Search and Workspace.
25% of AI chip supply (Epoch AI)
Open profileLarge firewall and security company that bought Protect AI to add AI model security to its Prisma AIRS platform.
Next-generation security ARR of $8.13B, up 60% year on year (Q3 FY26, reported)
Open profileCloud security platform that finds risks across a company's cloud accounts, now owned by Google.
Reported above $1B ARR during 2025, from unnamed sources (press)
Open profileIsraeli cyber firm that agreed to buy Lakera to add AI security to its products.
Open profileZurich firm whose Lakera Guard and Lakera Red products protect AI apps from attacks and test them before launch.
About $300M, the price Check Point is reported to pay (estimate, not officially disclosed)
Open profileStartup that secures AI and machine learning models, now being bought by Palo Alto Networks.
Price not disclosed (Palo Alto deal announced Apr 2025)
Open profileAutomates compliance work, such as SOC 2 and ISO 27001 audits, for companies that sell software.
About $300M ARR (Apr 2026, Sacra estimate). A company profile says over $300M, not confirmed
Open profileGovernance platform that helps companies track and document their AI models and the rules they follow.
No figure found
Open profileStartup that secures AI agents by watching what they do and what they are allowed to access.
About $400M (Globes, unnamed sources, not officially disclosed)
Open profileSources: ir.crowdstrike.com, itbrief.co.uk
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