CrowdStrike Holdings, Inc. is a leading American cybersecurity firm founded in 2011, headquartered in Austin, Texas. It offers cloud-native endpoint security, threat intelligence, and cyberattack response services via its Falcon platform, powered increasingly by AI. The company is publicly traded on Nasdaq, part of the Nasdaq‑100 and S&P 500 indices. Known for high-profile cyber-attack investigations, CrowdStrike has rapidly grown through subscription-based revenue, strategic acquisitions, and AI innovation. Despite challenges—including a global IT outage in July 2024—it maintains momentum with strong renewal rates and growing Annual Recurring Revenue (ARR)
CrowdStrike delivered a strong Q2 FY2026 despite cautious forward guidance. Adjusted EPS came in at $0.93, exceeding analyst estimates of $0.83 by ~12% . Revenue reached $1.17 billion, a ~21% year-over-year increase, beating expectations of ~$1.15 billion . However, Q3 revenue guidance of $1.208–1.218 billion fell short of consensus (~$1.228 billion), triggering a 6–8% share decline in after-hours trading . Full-year revenue guidance was slightly raised to $4.749–4.805 billion, close to estimates around $4.784 billion .
Founding & Founders
CrowdStrike was founded in 2011 in Irvine, California by George Kurtz, Dmitri Alperovitch, and Gregg Marston. Its first product, Falcon, launched in 2013 as a cloud-native endpoint security platform .
Funding
Initial funding came from Warburg Pincus. The company raised multiple venture rounds (Series C–E), including capital from investors like Google’s venture arm, ARK Investment, March Capital, Accel, and Warburg Pincus .
Products & Acquisitions
The flagship Falcon platform has evolved to include identity threat protection, cloud threat hunting, and AI-driven components like Charlotte AI and Falcon Foundry. CrowdStrike also introduced financial services targeting platform access and expanded via acquisitions—Payload Security, Preempt, Humio, SecureCircle, Reposify, Bionic.ai, Flow Security, and Adaptive Shield between 2017–2024 .
Key Competitors
Major competitors include Palo Alto Networks, Microsoft (security division), SentinelOne, Okta, CyberArk, and Zscaler .
Headquarters
Originally based in Sunnyvale, California, CrowdStrike moved its headquarters to Austin, Texas in late 2021 and maintains global operations
The global cybersecurity market is projected to grow at a CAGR of ~12.6% from 2025 to 2030 . Meanwhile, the AI-driven security segment is expected to expand even more rapidly—AI-related spending sees projected CAGR of ~28.5% from 2025 to 2032 . CrowdStrike, with its AI-native Falcon platform, is well-positioned to benefit from this increased demand for cloud-native and AI-enhanced cybersecurity solutions.
Competitors
Palo Alto Networks: A diversified cybersecurity player with strong network security, firewalls, and cloud-native services, offering competition across enterprise and cloud segments.
Microsoft Security & Okta: Microsoft provides endpoint and identity security integrated with its broader enterprise ecosystem. Okta specializes in identity and access management—overlapping with CrowdStrike’s identity protection.
SentinelOne, CyberArk, Zscaler: SentinelOne offers autonomous endpoint security. CyberArk focuses on privileged access and identity; Zscaler leads in secure web gateway and zero-trust cloud edge. These firms all address segments where CrowdStrike is expanding, intensifying competitive pressure.
CrowdStrike differentiates via its AI-powered, unified Falcon platform that integrates endpoint, identity, and cloud threat detection, supported by strong ARR growth, strategic acquisitions, and rapid innovation—especially in AI automation and consolidation momentum .
The stock is in a stage 3 consolidation on the monthly and weekly charts, with support in the $380 – $400 range, where it should possibly reverse. The near term outlook is to wait for a reversal.
