CrowdStrike Holdings, Inc. (CRWD)

CrowdStrike Holdings, Inc. (CRWD) is a global leader in cloud-delivered protection of endpoints, cloud workloads, identity, and data, headquartered in Austin, Texas. Under the relentless leadership of Founder and CEO George Kurtz, the company’s strategic mission is "to stop breaches" through its unified, AI-native Falcon platform. CrowdStrike holds a dominant industry position as the pioneer of the "Single-Agent" architecture, which eliminates the need for multiple, cumbersome security tools. The company’s vision is to become the "Security Cloud" for the AI era, providing a foundational layer of trust for the global digital economy. In late 2025, CRWD stock has demonstrated exceptional resilience, with the CRWD stock price recovering strongly as the company proved the efficacy of its "Falcon Next-Gen SIEM" in preventing large-scale automated cyberattacks. As of January 2025, CrowdStrike is trusted by more than 74,000 organizations worldwide, including nearly the entire Fortune 500.

The business operations of CrowdStrike are centered on its subscription-based Falcon platform, which utilizes a proprietary "Threat Graph" to process trillions of events per week. In fiscal 2025, the company reported a massive milestone, reaching an Annual Recurring Revenue (ARR) of over $4.24 billion, a 23% year-over-year increase. A primary growth driver is "Falcon Flex," a consumption-based model that allows customers to easily activate new modules like Identity Protection and Cloud Security. The 2026 strategic roadmap focuses on "Charlotte AI," a generative AI security analyst that enables even junior IT staff to perform complex threat hunting. CrowdStrike holds a "Data Network Effect Moat," where every new attack detected on a single endpoint immediately trains the AI to protect all other customers globally. With a GAAP subscription gross margin of 78% in late 2025, the company has solidified its status as one of the most efficient software-as-a-service (SaaS) businesses in history. For investors, CRWD stock represents the definitive "Security Platform" play, offering high-margin growth as enterprises consolidate their fragmented security stacks onto the Falcon ecosystem.

CrowdStrike Holdings, Inc. (CRWD) is listed on the NASDAQ Global Select Market. For institutional investors researching CRWD stock, "Net New ARR" and "Module Adoption Rates" (with 65% of customers now using 5 or more modules) are the key performance indicators. The CRWD stock price is a primary beneficiary of the global shift toward "Zero Trust" architectures and the increasing sophistication of state-sponsored cyber warfare. For those tracking CRWD stock, the company’s 2025 performance highlights its transition from an endpoint security vendor into a comprehensive data and identity protection powerhouse.