Core Insights - CrowdStrike Holdings, Inc. (CRWD) is enhancing its position in cybersecurity by expanding into IT operations with its new product, Falcon for IT, which aims to streamline endpoint management and improve security posture [1][11] Company Developments - Falcon for IT is a unified platform that utilizes AI and real-time insights to provide organizations with better visibility, control, and faster response times in their IT environments [2] - The platform has already begun to see adoption, with a notable deal in the first quarter of fiscal 2026 where it replaced a legacy endpoint management tool for a Fortune 100 technology firm as part of a nine-figure expansion [3][11] - The Falcon platform now includes over 30 modules, indicating a shift towards offering integrated tools that address both security and IT operations, which can help reduce costs for customers by minimizing the need for multiple separate tools [4][5] Competitive Landscape - Competitors like Zscaler and Palo Alto Networks are also evolving their platforms to meet enterprise security demands, with Zscaler reporting an annual recurring revenue (ARR) of $2.9 billion, up 23% year over year [6][7] - Palo Alto Networks is focusing on its platformization strategy, closing over 90 net new platform deals in the third quarter of fiscal 2025, indicating strong momentum in its security operation platform [8] Financial Performance - CrowdStrike's shares have increased by 47.9% year to date, outperforming the security industry's growth of 23.8% [9] - The company trades at a forward price-to-sales ratio of 23.73X, which is higher than the industry's average of 14.91X [13] - The Zacks Consensus Estimate for CRWD's fiscal 2026 earnings suggests a year-over-year decline of 10.94%, while fiscal 2027 earnings are expected to grow by 34.68% [16]

Key Takeaways Microsoft expands cybersecurity services with 1.4 million customers and 21% growth in multi-workload users. MSFT processes 84 trillion daily threat signals through AI-powered Security Copilot agents. Microsoft faces competition from CrowdStrike and Palo Alto Networks in the enterprise security market.Microsoft's (MSFT) aggressive expansion into cybersecurity services is gaining momentum as a potential major revenue driver, with the company recently launching its European Security Program and ...

网络安全领军者CrowdStrike因一次拙劣的软件更新引发全球范围的微软Windows操作系统短暂崩溃，严 重影响全球各行各业，造成航班停飞、医疗程序取消/中断、股票交易等金融服务中断以及重要节目停 播等重大影响，导致其股价在2024年创下有史以来最糟糕的连续两日暴跌幅度。 统计数据显示，继2023年暴涨超140%之后，美股"AI大牛股"之一的CrowdStrike的股价在2024年7月全球 宕机事件发生之前，股价涨幅已经高达40%，主要因为投资者们预期全球企业在网络安全方面的投资将 继续飙升，以及期望将AI技术融入网络安全领域的CrowdStrike估值趁着全球AI投资狂潮持续提升。 Wedbush对于CrowdStrike 维持"跑赢大盘"这一长期看涨评级，称华尔街分析师们予以的季度预期"可轻 松超越"，且网络安全相关的订单动能非常强劲，主要得益于人工智能驱动的订单大幅增长。 Ives领导的Wedbush策略团队补充表示："随着未来12个月至18个月该公司的AI驱动产品套件在企业领域 持续扩张，CrowdStrike 在新老客户中的市场份额和心智份额地位正不断提升。" 虽然CrowdStrike的202 ...

Expanded collaboration delivers a unified set of services, bringing together best-in-class offerings for incident response, cyber recovery and resilience TINTON FALLS, N.J., April 28, 2025 /PRNewswire/ -- Commvault, a leading provider of cyber resilience and data protection solutions for the hybrid cloud, today announced an expanded partnership with CrowdStrike, a global leader in cybersecurity. Together, the companies are delivering a trusted pathway to CrowdStrike's elite incident response services, suppo ...