CrowdStrike

CrowdStrike is an AI-native cybersecurity company delivering cloud-delivered endpoint protection, threat intelligence, and cyberattack response services through its Falcon platform, headquartered in Austin, Texas. Falcon is a single lightweight agent architecture covering 32 modules across endpoint security, cloud security, identity protection, and security operations, unified in the Falcon Data Fabric.

As of fiscal year 2026 (ended January 31, 2026), CrowdStrike reported annual recurring revenue of $5.25 billion, a 24% year-over-year increase, with Q4 FY2026 revenue of $1.31 billion representing 23% YoY growth. Net new ARR exceeded $1 billion for the first time in company history.

Falcon Flex, the flexible consumption model allowing customers to deploy any platform module, reached $1.69 billion in ARR—growing over 120% year-over-year—and now represents 27% of total ARR. The platform protects 300 of the Fortune 500, 543 of the Fortune 1,000, and the governments of 43 U.S.

states. CrowdStrike processes over 2 trillion security events daily through its Threat Graph AI engine.

The company's AI-driven Charlotte AI is a generative AI security analyst embedded across the Falcon platform, enabling natural-language threat investigation and automated incident response. CrowdStrike holds FedRAMP Authorization, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA compliance certifications.

NASDAQ-listed (CRWD) employing approximately 10,000 people globally, with management targeting $20 billion in ending ARR by fiscal 2036. Within this category CrowdStrike is the reference agent-based endpoint platform, evaluated head to head with SentinelOne's Singularity on endpoint and identity and against Microsoft Defender on bundled procurement; buyers also weighing network-first tools such as Darktrace or Vectra AI are really choosing between host-level telemetry and traffic-level behavioural modelling, and frequently buy one of each.

Unusually for a vendor of this size, CrowdStrike publishes list pricing: Falcon Go at $59.99 per device per year, Falcon Pro at $99.99 and Falcon Enterprise at $184.99, with the managed Falcon Complete next-gen MDR tier quoted by sales and a 15-day free trial covering Falcon Prevent and Falcon Device Control. Falcon Flex layers a pooled-credit consumption model over the same module catalogue, so large estates can move committed spend between endpoint, cloud, identity and SIEM modules year to year instead of renegotiating per-module seat counts.

Best fit: security teams standardising on one agent across a large mixed endpoint estate, and US public-sector buyers who need the FedRAMP-authorised route.