CrowdStrike Holdings, Inc. (CRWD) vs Cloudflare, Inc. (NET)
Side-by-side comparison from SEC filings: latest annual financials, insider activity and institutional ownership.
| Metric | CRWD | NET |
|---|---|---|
| Sector | Information Technology | Information Technology |
| Latest fiscal year | FY2026 | FY2025 |
| Revenue | $4.81B | $2.17B |
| Revenue growth (YoY) | ▲ 21.7% | ▲ 29.8% |
| Net income | -$162.5M | -$102.27M |
| Gross margin | 74.7% | 74.5% |
| Diluted EPS | -$0.65 | -$0.29 |
| Insider net (6 mo) | −2.2M sh • 127 sells • 0 buys | −209.1K sh • 57 sells • 0 buys |
| Institutional owners | 62 | 64 |
| Institutional value held | $119.34B | $55.81B |
| Next earnings (est.) | Around Dec 1, 2026 | Feb 9, 2027 |
Figures from each company's SEC filings (latest reported fiscal year; fiscal calendars may differ). Next-earnings dates are estimates from historical filing patterns.
About CrowdStrike Holdings, Inc. (CRWD)
CrowdStrike, founded in 2011, provides cloud-native, AI-driven cybersecurity through its CrowdStrike Falcon platform, which it describes as the operating system for cybersecurity. Read more →
About Cloudflare, Inc. (NET)
Cloudflare operates a global cloud network that it describes as a "Connectivity Cloud," with a mission to help build a better Internet. Read more →
Source: SEC EDGAR.