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.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($3.9B)

Datos estáticos (cargando finanzas en tiempo real…)

Subscription (93%)

Professional Services (7%)

Composición de segmentos y clientes principales

Detalles del producto

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

Relaciones en la Cadena de Suministro

Socios

Amazon.com (AWS)

AWS Marketplace, cloud workload protection

Impacto: Major cloud partner

Alphabet Inc. (Google)

Google Cloud security integrations

Impacto: Multi-cloud partnership

Competidores

Microsoft Corporation

Endpoint security, Defender suite

Impacto: Key competitive rivalry

Contexto macro y de mercado

AI / 클라우드Noticias del sector

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

Próximos catalizadores

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

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Información de la Empresa

Sede Central

Austin, Texas, USA

Fundación

2011

Empleados

9,500+

Sitio Web

crowdstrike.com

Estado del sector — AI / 클라우드

Noticias del sector