CrowdStrike Holdings
"Earned FedRAMP High Authorization."
Business LinesEndpoint Security
Key Metrics
ARR, Net New ARR, Net Retention Rate
Growth Driver
AI-Powered Threat Detection
Advantage
Cloud-Native Architecture, Data Moat
Use Case Solved
Endpoint Protection & Threat Intel
Market Position
Leader in Endpoint Security
Quantified Position
120%+ net retention rate
Cloud Security
Key Metrics
Module Adoption Rate
Growth Driver
Expanding from endpoint to cloud security
Advantage
Single agent, unified platform
Use Case Solved
Cloud workload protection (CWPP)
Market Position
Growing player in cloud security
Quantified Position
Key expansion area
Identity Protection
Key Metrics
Module Adoption Rate
Growth Driver
Securing user identities
Advantage
Integrated with endpoint data
Use Case Solved
Identity threat detection and response
Market Position
Emerging offering
Quantified Position
TBD
Fcf Yield Pct
1.0
Next Year Revenue Growth Pct
33
Subscription Revenue Pct
~95%
Marketing And Sales Pct
~45-50%
Capex Pct
<2%
Single Point Of Failure
A major breach of one of their clients.
Insider Ownership Pct
1.80%
Gross Margin Pct T T M
74.50%