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21:00
Jun 03 ◎
Jun 03 ◎
NVDA
ACN
CRM
AMZN
ANTHROPIC
▾
HIGH
The hire of NVIDIA's AI security lead deepens the NVIDIA-CrowdStrike partnership, potentially embedding CrowdStrike's security into NVIDIA's AI infrastructure.
"He joins CrowdStrike from longtime strategic partner, NVIDIA, where he led agentic AI and cybersecurity AI."
NVDA WATCH
System integrators like Accenture are building agents on the Falcon platform, expanding CrowdStrike's reach into enterprise deployments.
"Partners including Accenture, AWS, Anthropic, Deloitte, NVIDIA, OpenAI, and Salesforce are building specialized security agents"
ACN WATCH
Salesforce is partnering to build security agents on the Falcon platform, integrating CrowdStrike's security into a major SaaS ecosystem.
"Partners including Accenture, AWS, Anthropic, Deloitte, NVIDIA, OpenAI, and Salesforce are building specialized security agents"
CRM WATCH
CrowdStrike's partnership with AWS to build security agents strengthens its cloud security and AI infrastructure offerings.
"Partners including Accenture, AWS, Anthropic, Deloitte, NVIDIA, OpenAI, and Salesforce are building specialized security agents"
AMZN WATCH
CrowdStrike is a founding security partner for Anthropic's new frontier model releases, indicating strong demand and strategic integration for both companies.
"CrowdStrike was the only cybersecurity company selected by both Anthropic and OpenAI from the very start to secure these new models"
ANTHROPIC WATCH
CrowdStrike's founding role in OpenAI's cyber program points to a deep, strategic partnership that could funnel customers to both companies.
"OpenAI announced GPT 5.5 Cyber, later known as Daybreak, where we were selected as a founding member of their trusted access for cyber program."
OPENAI WATCH
Management is clearly bullish, raising full-year net new ARR guidance by over 50% and citing an unprecedented AI-driven demand inflection.
"We're now guiding net new ARR acceleration for the full year."
CRWD WATCH
HIGH
22:00
Mar 03 ◎
Mar 03 ◎
AMZN
NVDA
OPENAI
ANTHROPIC
CRWV
▾
HIGH
AWS marketplace is a major distribution channel for CrowdStrike, driving $1.5B in TCV; partnership is complementary, not competitive.
"we transact billions through these platforms and they're a great partner"
AMZN WATCH
Partnership with NVIDIA on AI models (Numotron) is part of CrowdStrike's strategy to secure the AI stack.
"We leverage Numotron with Nvidia."
NVDA WATCH
CrowdStrike positions itself as the security provider for frontier AI labs, securing their token factories and internal operations.
"token factories, securing the use of frontier model creators like Anthropic, OpenAI, and Google Gemini"
OPENAI WATCH
ANTHROPIC WATCH
GOOGL WATCH
AI-focused neoclouds are a new customer segment for CrowdStrike's cloud security products.
"neoclouds and hyperscalers, securing where AI happens in the cloud across AWS, OCI, GCP, Azure, and inference disruptors such as CoreWeave, Nebius, and Caruso."
CRWV WATCH
CrowdStrike is partnered with OEMs to secure the hardware layer of the AI ecosystem.
"hardware and infrastructure OEMs, securing AI factories such as Dell, HPE, and Supermicro"
DELL WATCH
HPE WATCH
SMCI WATCH
CrowdStrike collaborates with GPU manufacturers to secure the foundational hardware layer of AI.
"GPU foundation, partnering with NVIDIA, AMD, Intel, and others to secure AI at the source."
AMD WATCH
CrowdStrike collaborates with CPU/GPU manufacturers to secure the foundational hardware layer of AI.
"GPU foundation, partnering with NVIDIA, AMD, Intel, and others to secure AI at the source."
INTC WATCH
CrowdStrike is extending security to new AI-focused data infrastructure companies.
"novel AI operating systems such as Vast Data"
Vast WATCH
System integrators are building practices around CrowdStrike, indicating strong partner-driven demand.
"We saw growing practices across EY, Accenture, Deloitte, HCL, WePro, KPMG, and Infosys taking shape focused on next-gen SIEM migrations."
ACN WATCH
DELOITTE WATCH
KPMG WATCH
MSSP partners like Kroll are a key growth channel, bringing CrowdStrike's platform to a broader market.
"spanning market-leading partners like Kroll, Pax8, and NinjaOne"
KROLL WATCH
MSSP partners like Pax8 are a key growth channel, bringing CrowdStrike's platform to a broader market.
"spanning market-leading partners like Kroll, Pax8, and NinjaOne"
PAX8 WATCH
Management raised FY27 ARR outlook, citing broad-based demand, a record Q1 pipeline, and strong Flex/Reflex momentum. The tone is highly confident, with net new ARR growth expected to remain above 20%.
"we have strong conviction to once again raise our FY27 ARR outlook"
CRWD WATCH
MSSP partners like NinjaOne are a key growth channel, bringing CrowdStrike's platform to a broader market.
"spanning market-leading partners like Kroll, Pax8, and NinjaOne"
NINJAONE WATCH
Oracle Cloud Infrastructure (OCI) is a partner and customer for CrowdStrike's cloud security offerings.
"neoclouds and hyperscalers, securing where AI happens in the cloud across AWS, OCI, GCP, Azure"
ORCL WATCH
CrowdStrike's next-gen SIEM business ($585M ARR) is growing >75% YoY, taking share from legacy SIEM players through decisive performance wins. — This reinforces the secular decline of legacy on-prem SIEM vendors as cloud-native platforms with AI-driven analytics dominate the SOC.
"NextGen SIM has proven itself a scaled market disruptor where our performance and cost advantages set us apart from legacy competitors."
SPLK WATCH
HCL WATCH
CrowdStrike's acquisition of Signal AI adds zero-standing privilege technology, directly targeting the growing non-human identity attack surface, which is a major risk area for enterprises adopting AI agents. — This intensifies competition in the identity security market, placing pressure on pure-play identity vendors to innovate or consolidate.
"With Signal AI, CrowdStrike is delivering high fidelity, context-driven, real-time authorization to the market, enabling our customers to rapidly reduce their identity attack surface"
CYBR WATCH
A 'major enterprise software player' expanded from a low six-figure threat intelligence deal to a $86M total Flex contract using 25 modules, showing the power of the Flex platform to drive massive land-and-expand motions. — This highlights a customer win with an enterprise software company, potentially displacing a competitor's spend, and demonstrates the success of CrowdStrike's platform consolidation strategy.
"A key win includes a major enterprise software player that started with using one module, threat intelligence, and spending low six figures."
PANW WATCH
Microsoft Marketplace availability and the use of Azure consumption commitments for CrowdStrike products is a significant, underappreciated sales channel expansion. — This could shift a portion of security spending from Azure native security to CrowdStrike, impacting Microsoft's security product sales.
"We are now open for business on the Microsoft Marketplace, and customers can use their Microsoft Azure consumption commitment dollars on Falcon."
MSFT WATCH
HIGH
22:00
Dec 02 ◎
Dec 02 ◎
ANDURIL
AMZN
FFIV
SPLK
ACN
▾
HIGH
The reference to 'Jensen Wong' is likely a garbled reference to Jensen Huang of NVIDIA, but the mention of 'NVIDIA GTC' and 'work with NVIDIA' implies a partnership, which for a private company like Anduril is not clear.
"Jensen Wong summed up our market position best, saying, quote, I can't imagine a better defender than CrowdStrike, end quote, on the stage at NVIDIA GTC in Washington, D.C. The transformative work we're doing with NVIDIA is representative"
ANDURIL WATCH
AWS's selection of CrowdStrike's Next-Gen SIM as the default for all customers validates CrowdStrike's tech and provides a massive product-led growth channel, which could increase AWS's security data integration and customer stickiness.
"AWS selected Falcon Next Gen SIM as the default SIM for all their customers offered in their Security Hub console."
AMZN WATCH
The partnership expands F5's security capabilities for its hardware appliances, potentially increasing its value proposition and locking in CrowdStrike protection for its install base, a positive for F5's product stickiness.
"F5 asked us to partner with them to further secure their BIG-IP hardware and virtual appliances. We rapidly deployed our sensor on BIG-IP, which they certified, and F5 took the opportunity to purchase Falcon and Overwatch licensing for"
FFIV WATCH
CrowdStrike's Next-Gen SIM displacing legacy SIEMs (Splunk) is becoming a major growth driver, with customers consolidating on its platform for lower costs and better outcomes. — The SIEM market is undergoing a paradigm shift, with CrowdStrike's innovative platform displacing established players like Splunk in large enterprise deals.
"With our acquisition of Onum, this financial institution was able to eliminate their existing streaming pipeline point product as well as migrate off Splunk."
SPLK WATCH
Accenture's role as a launch partner with AWS for CrowdStrike's Next-Gen SIM creates a significant services opportunity for Accenture and strengthens its relationship with both tech giants.
"Accenture is our launch partner with AWS, helping AWS customers leave their legacy SIEM for Falcon Next-Gen SIEM on AWS."
ACN WATCH
EY standardizing its SIEM practice on Falcon is a major endorsement of CrowdStrike's next-gen SIEM, and its migration of multiple accounts will drive significant revenue for CrowdStrike.
"EY took a bold step to standardize their SIM practice on Falcon in a large seven-figure transaction. EY is migrating accounts for which they own and operate multiple legacy SIM technologies, consolidating on CrowdStrike."
EY WATCH
Management raised full-year revenue guidance by $24.1M and guided to robust Q4 with record pipeline, while highlighting accelerated net-new ARR growth and strong platform momentum, signaling a clear long-term positive outlook.
"The AI-driven demand environment combined with our record pipeline and the continued momentum in customer platform consolidation on Falcon gives us strong conviction as we finish Q4 and look toward FY27."
CRWD WATCH
HIGH
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