Cybersecurity Showdown: CrowdStrike’s Acquisition Spree vs Palo Alto’s Platform Play

Quick Read CrowdStrike (CRWD) posted $265M in net new ARR with 73% year-over-year growth following the July 2024 outage. Palo Alto (PANW) reported $2.50B Q1 revenue up 16%. Next-Gen Security ARR reached $5.9B up 29%. CrowdStrike trades at 103x forward earnings without GAAP profitability. Palo Alto trades at 55x with GAAP profits. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Both CrowdStrike (NAS ...