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Sentiment · FY2027 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“enterprise software platforms like ServiceNow, CrowdStrike, and SAP are integrating NVIDIA Corporation's accelerated computing and AI stack”
CrowdStrike is integrating NVIDIA's accelerated computing and AI stack into its enterprise platform.
“leading companies like Checkpoint, Cloudstrike, and Palo Alto Networks are using NVIDIA Corporation's AI security and software stack to build, optimize, and secure agentic workflows, with CloudStrike realizing 2x faster detection, triage with 50% less compute cost.”
CrowdStrike achieved 2x faster threat detection and 50% lower compute cost using NVIDIA's AI security stack.
“And, obviously, CrowdStrike just made a move there.”
An analyst notes CrowdStrike recently made a move in the next-gen SOC / data-pipeline space, positioning it as a competitor to Zscaler's data-fabric SecOps strategy.
“we are working with CrowdStrike to implement EDR capabilities on BIG-IP.”
Following its security incident, F5 partnered with CrowdStrike to bring Falcon EDR capabilities onto BIG-IP perimeter devices.
“all four of the leading cloud security companies: CrowdStrike, Cyber Reason, Newfold Digital and Palo Alto, they all decided to move to the Oracle Cloud.”
CrowdStrike is cited among four leading cloud security companies that moved to Oracle Cloud, evidencing OCI's traction in the security software segment.
“We have seen security companies like CrowdStrike taking advantage of the ability to use the NPUs to scan the memory faster, which means for many of their applications, this brings a significant advantage.”
HP cites CrowdStrike using AIPC NPUs to scan memory faster for a performance advantage, a read-through on CrowdStrike building on-device AI security capabilities.
“our partnership with CrowdStrike, which will unlock and accelerate partner-driven growth”
CrowdStrike chose CoreWeave to advance AI agents for cybersecurity, indicating CrowdStrike is scaling AI development workloads.
“with the midpoint similar to second-quarter performance, excluding the impact from lapping the CrowdStrike cost outage.”
Delta references lapping cost impacts from last year's CrowdStrike-triggered IT outage in its September-quarter guidance, a reminder of the operational and financial disruption the outage caused across the airline industry.
“a 1-point headwind from lapping last year's CrowdStrike incident”
Southwest's Q3 RASM guide includes a drag from lapping the prior-year CrowdStrike outage, a reminder of the operational and reputational fallout from that incident.
“CrowdStrike achieved major performance and cost improvements by broadly deploying EPYC instances across its multi-cloud infrastructure”
CrowdStrike is cited as an enterprise customer win, reporting major performance and cost improvements from broadly deploying AMD EPYC-powered cloud instances.
“Full-year earnings per share of $6.16 was above the midpoint of our initial $6 to $7 guidance from the start of the year when normalizing for the $0.45 impact of the CrowdStrike-caused outage in the September quarter.”
Delta quantifies a material $0.45 per-share EPS hit from the July 2024 CrowdStrike outage, underscoring the software-reliability risk CrowdStrike's platform posed to a major enterprise customer.
“we absorbed the headwind last year related to the CrowdStrike IT outage, which we do not assume repeats in 2025.”
Quest confirms it took a financial hit from the July 2024 CrowdStrike-caused global IT outage, reinforcing the operational disruption CrowdStrike's software update caused for downstream enterprise customers.
“when it comes to Anthropic and Claude and obviously all the worries out there”
Analysts probed whether frontier labs like Anthropic (Claude) threaten CrowdStrike; management framed Anthropic as a partner whose models it leverages and secures, treating AI as a tailwind rather than a competitor.
“We leverage Nemotron with NVIDIA.”
CrowdStrike leverages NVIDIA's Nemotron models within its AI stack, a read-through of NVIDIA's model/software adoption by security vendors.
“We are now open for business on the Microsoft marketplace and customers can use their Microsoft Azure consumption commitment dollars on Falcon.”
CrowdStrike went live on the Microsoft marketplace, letting customers apply Azure consumption commitments to Falcon, marking a shift toward partnership between two historical security rivals.
“This past year alone, we did nearly $1.5 billion of total contract value on the AWS marketplace, growing nearly 50% year-over-year.”
CrowdStrike transacted nearly $1.5B of TCV via the AWS marketplace (up ~50% YoY), a positive read-through for AWS marketplace volumes and the CrowdStrike-AWS partnership.
“And with our recent acquisition of Pangea, we're now positioned to protect the entirety of our customer's AI infrastructure.”
CrowdStrike acquired Pangea to extend Falcon Cloud Security across customers' AI infrastructure; Pangea is a private company.
“And with the acquisition of Onum, we're making it even easier to build on CrowdStrike Holdings, Inc. with a hyper-scalable telemetry detection pipeline that brings CrowdStrike Holdings, Inc. even closer to all our customers' critical data.”
CrowdStrike acquired Onum, adding a telemetry/data-pipeline capability to NextGen SIEM; Onum is a private company.
“a noteworthy MSSP partnership which we've announced today with Kroll, a leading mid-market professional services firm.”
Kroll adopted Falcon exclusively in a near-8-figure rip-and-replace, migrating ~500k endpoints and using Falcon Complete as its SOC; Kroll is privately held.
“And Wipro, too, has standardized security delivery and incident response on Falcon.”
Wipro standardized its security delivery and incident response on the Falcon platform as a GSI partner.
“Deloitte announced next-gen SIEM in their MXDR practice, replacing their legacy SIEM provider.”
Deloitte standardized its MXDR practice on Falcon NextGen SIEM, replacing its prior SIEM provider; Deloitte is privately held.
“Accenture is our launch partner with AWS helping AWS customers leave their legacy SIEM for Falcon NextGen SIEM on AWS.”
Accenture is the launch SI partner for the CrowdStrike-AWS NextGen SIEM offering, migrating AWS customers off legacy SIEMs.
“This customer took the opportunity to displace Wizz bringing their cloud security program to Falcon”
A Fortune 500 CPG company replaced Wiz with Falcon Cloud Security, one of multiple Wiz replacements CrowdStrike cited; Wiz is privately held (pending Google acquisition).
“this financial institution was able to eliminate their existing streaming pipeline point product as well as migrate off Splunk.”
A large European bank migrated off Splunk (now a Cisco business) onto Falcon NextGen SIEM, a competitive displacement read-through for Cisco/Splunk.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Gabriela Borges | Goldman Sachs | 7 (0%) |
| Brian Essex | JPMorgan | 7 (14%) |
| Saket Kalia | Barclays | 7 (0%) |
| Matt Hedberg | RBC Capital Markets | 7 (0%) |
| Joe Gallo | Jefferies | 6 (0%) |
| Tal Liani | Bank of America | 5 (60%) |
| Roger Boyd | UBS | 5 (0%) |
| Andy Nowinski | Wells Fargo | 4 (25%) |
| Gregg Moskowitz | Mizuho Securities | 3 (0%) |
| Patrick Colville | Scotiabank | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Goldman Sachs | 1 | 7 (0%) |
| JPMorgan | 1 | 7 (14%) |
| RBC Capital Markets | 1 | 7 (0%) |
| Barclays | 1 |
CrowdStrike closed FY2026 with Q4 revenue of $1.31 billion, up 23% and exceeding guidance, while ending ARR crossed the $5 billion milestone. Record net new ARR of $331 million grew 47% year-over-year, and operating income exceeded $1 billion for the first time with non-GAAP EPS reaching a record $1.12. The company returned to GAAP profitability at $0.15 per share. New FY2027 guidance was introduced targeting revenue of $5,868 to $5,928 million with 22% to 23% growth.
Competitive Dynamics | Demand | Cloud & AI | Revenue Growth | Subscriber Growth | Guidance Reliability | Innovation & R&D | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 2 | 3 | 1 | 5 | 4 | 4 | 2 | |
| 2025Q4 | 3 | 3 | 5 | 3 | 1 | 2 | ||
| 2026Q1 | 4 | 4 | 2 | 3 | 5 | 2 | 2 | 1 |
| 2026Q2 | 6 | 3 | 4 | 4 | 1 | 2 | 3 | 1 |
| 2026Q3 | 4 | 4 | 3 | 2 | 4 | 4 | 2 | |
| 2026Q4 | 5 | 3 | 6 | 1 | 1 | 1 | 2 | 1 |
| 2027Q1 | 2 | 7 | 4 | 3 | 3 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Competitive Dynamics | 2 | 3 | 4 | 6 | 4 | 5 | 2 |
| Demand | 3 | 4 | 3 | 4 | 3 | 7 | |
| Cloud & AI | 1 | 3 | 2 | 4 | 3 | 6 | 4 |
| Revenue Growth | 5 | 5 | 3 | 4 | 2 | 1 | |
| Subscriber Growth | 4 | 3 | 5 | 1 | 4 | 1 | |
| Guidance Reliability | 4 | 1 | 2 | 2 | 1 | 3 | |
| Innovation & R&D | 2 | 2 | 3 | 4 | 2 | ||
| Pricing | 2 | 1 | 1 | 2 | 1 | 3 |
| 7 (0%) |
| Jefferies | 1 | 6 (0%) |
| Bank of America | 1 | 5 (60%) |
| UBS | 1 | 5 (0%) |
| Wells Fargo | 2 | 5 (40%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CRWD CrowdStrike | 10 | +25.6% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |