CrowdStrike(NASDAQ) CRWD

CrowdStrike helps businesses protect computers and data from cyber threats. Its main software, Falcon, detects and stops attacks in real time. Companies use CrowdStrike to keep their systems safe and running smoothly.

Products and Services

• Falcon Platform: Cloud-based security software for computers and servers; 94% of subscription revenue (Q2 FY26).
• Professional Services: Incident response and security consulting; 6% of revenue (Q2 FY26).
• Threat Intelligence: Information on cyber threats to help organizations prepare and respond.
• Identity Protection: Tools to secure user accounts and prevent unauthorized access.
• Log Management: Collects and analyzes system activity for security and compliance.

Growth and Expansion

• Acquired Flow Security in March 2024 to boost data security offerings.
• Acquired Adaptive Shield in November 2024 for SaaS security posture management.
• Announced plan to acquire Onum Technology for approximately $290 million in Q3 FY26.
• Expanded globally, with 33% of revenue from outside the U.S. in the first half of 2025.
• Launched a $1 billion share repurchase program in June 2025.

What Makes CrowdStrike Stand Out

CrowdStrike’s cloud-based platform uses artificial intelligence to analyze cyber threats in real time. Its modular design lets customers add features as needed, supporting flexible growth. The company’s global sales network reaches organizations of all sizes.

Five Things You Need to Know

• Revenue was $1.23 billion in Q3 FY26, up 22.2% from Q3 FY25.
• Subscription revenue made up 94% of total revenue in Q2 FY26.
• Operating loss was $113 million in Q2 FY26, compared to $13.7 million income in Q2 FY25.
• Cash and cash equivalents were $4.97 billion as of July 31, 2025.
• Annual recurring revenue reached $4.66 billion as of July 31, 2025, up 20% year-over-year.

Bottom Line

CrowdStrike has grown by expanding its product range and acquiring new technologies. Its cloud-based approach and global reach position it as a key player in cybersecurity.