CrowdStrike Holdings, Inc.

CrowdStrike is a cybersecurity company that built a cloud-native platform for endpoint protection, threat intelligence, cloud security, and identity protection. George Kurtz, Dmitri Alperovitch, and Gregg Marston founded it in 2011 in Austin, Texas. The company pioneered the cloud-delivered, AI-first approach to endpoint security and essentially disrupted the legacy antivirus market.

The Falcon platform uses a single lightweight agent. It's a small software sensor deployed on each endpoint, whether that's a laptop, server, workstation, or cloud workload. That sensor streams telemetry data to CrowdStrike's Security Cloud. No on-premises infrastructure needed. No signature file updates. No periodic scans. The platform processes trillions of security events per week using AI and behavioral analytics to detect and stop threats in real time.

CrowdStrike offers over 28 cloud modules. Endpoint security includes next-generation antivirus, endpoint detection and response, and managed threat hunting through Falcon OverWatch. Cloud security provides workload protection, container security, and posture management. Identity protection, from the Preempt Security acquisition, handles identity threat detection. There's also observability for log management and exposure management for finding vulnerabilities before attackers do.

The company sells to organizations of all sizes, from mid-market businesses to the largest enterprises and government agencies. The go-to-market combines direct enterprise sales with channel partners and a managed services offering called Falcon Complete. Module adoption is a key metric. Over 65% of customers use five or more modules, which shows how well the cross-selling works.

Annual recurring revenue exceeds $3.9 billion. Subscription revenue makes up about 95% of total revenue. Gross margins top 75%, and operating leverage keeps expanding. Net revenue retention stays above 115%.

Charlotte AI is the generative AI investment. It's an AI-powered security analyst that lets users investigate threats, write queries, and automate response actions using plain language. The massive data advantage, processing petabytes of security telemetry from millions of endpoints, gives CrowdStrike a powerful training foundation for its AI models.

With roughly 10,000 employees and a reputation for detecting some of the world's most significant cyberattacks, CrowdStrike is the leading cloud-native security platform for the AI era.