CRWD CrowdStrike Holdings, Inc. Loading...

From NOW earnings calls
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14:00
Apr 22 ◎
Bill McDermott Chairman and Chief Executive Officer, ServiceNow, Inc. NOW Q1 FY26 call
ServiceNow continues to partner with CrowdStrike in security, despite building its own security stack, indicating coexistence rather than displacement.
CRWD
HIGH
17:00
Jan 28 ◎
Bill McDermott Chairman and Chief Executive Officer, ServiceNow, Inc. NOW Q4 FY25 call
Armis is already protecting over 40% of the Fortune 100, giving ServiceNow immediate credibility in OT/IoT security and a large installed base to cross-sell their AI platform. — ServiceNow can rapidly expand its security footprint by integrating Armis into its AI control tower, potentially displacing incumbent security vendors in visibility and orchestration.
CRWD
MED
17:00
Oct 29 ◎
Bill McDermott Chairman and Chief Executive Officer, ServiceNow, Inc. NOW Q3 FY25 call
AI Control Tower deal volume more than quadrupled quarter-over-quarter, becoming a major entry point for new security and risk management deals. — Rapid adoption of AI Control Tower suggests ServiceNow is gaining share in AI governance and security, pressuring incumbent security vendors.
CRWD
MED

About CRWD Analyst Coverage

Buzzberg tracks CRWD (CrowdStrike Holdings, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: Bill McDermott.