Security · Starter · Independent

CrowdStrike

Endpoint and cloud security sold as one platform.

73OVRRole playerDraft · rated on 5 of 6

Ratings

CrowdStrike's Q2 fiscal 2027 revenue was $1.47bn, up 26%, with record net new ARR of $333m and Falcon Flex accounts above $2.29bn of ARR, up 101%.

Dominance80draft
Second to Palo Alto in security platforms, with ending ARR of about $5.84bn.
sourced ir.crowdstrike.com
Momentum82draft
Q2 fiscal 2027 revenue rose 26%, net new ARR hit a record $333m, and Falcon Flex ARR rose 101%.
sourced ir.crowdstrike.com
Leverage50draft
The Atlas states no company that depends on CrowdStrike.
sourced ir.crowdstrike.com
Network base 50, judgment +0.
Durability80draft
Its named risks are Microsoft's bundling and whether net new ARR keeps rising.
sourced ir.crowdstrike.com
Firepower68draft
Agreed in January 2026 to buy SGNL for nearly $740m, per its CEO.
reported cyberscoop.com
Deal Heatunrated
The Atlas reports the SGNL purchase as done and no further deal activity.

Key figures

$1.47bnQ2 fiscal 2027 revenue, up 26%$333mRecord net new ARR of $2.29bnFalcon Flex accounts exceed of ARR, up 101%

From the Atlas key figure: Q2 fiscal 2027 revenue $1.47bn, up 26%. Record net new ARR of $333m. Falcon Flex accounts exceed $2.29bn of ARR, up 101%. Source: ir.crowdstrike.com.

TickerNASDAQ: CRWD

ListedPublic

HQAustin, Texas

Founded2011

CEOGeorge Kurtz

Profile

Endpoint and cloud security sold as one platform.

Security · Security platforms · Starter

Key figure Q2 fiscal 2027 revenue $1.47bn, up 26%. Record net new ARR of $333m. Falcon Flex accounts exceed $2.29bn of ARR, up 101%.

Why it leads One agent and one platform, sold as a flexible credit that customers spend across modules.

What could change it Microsoft's bundling, and whether net new ARR keeps rising.

sourced ir.crowdstrike.com

Connections

Rivals

Palo Alto Networks
Both sell a security platform to the same buyers. PANW's next-generation ARR is $9.10bn against CrowdStrike's $5.84bn. investors.paloaltonetworks.com
On the map
Microsoft in Cloud and compute
Reported to be intensifying competition in endpoint and identity. kucoin.com
On the map

Owners and backers

owns SGNL
Agreed in January 2026 to buy SGNL for nearly $740m, per CrowdStrike's CEO. The announcement gave no terms. cyberscoop.com
On the map

See CrowdStrike and its connections on the map →

Sector standing

No. 4 of 12 rated in Security

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: commons.wikimedia.org. Wikimedia Commons: public domain, with a trademark restriction. The mark is a trademark of its owner.