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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產品與營收

產品營收佔比

營收結構 ($3.9B)

靜態數據（加載即時財務…）

Subscription (93%)

Professional Services (7%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

Amazon.com (AWS)

AWS Marketplace, cloud workload protection

影響: Major cloud partner

Alphabet Inc. (Google)

Google Cloud security integrations

影響: Multi-cloud partnership

競爭對手

Microsoft Corporation

Endpoint security, Defender suite

影響: Key competitive rivalry

宏觀與市場背景

AI / 클라우드行業新聞

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

近期催化劑

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

AI 分析

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企業資訊

總部

Austin, Texas, USA

成立時間

2011

員工人數

9,500+

官網

crowdstrike.com

行業概況 — AI / 클라우드

行業新聞