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 | -$161.16M | -$102.27M |
| Gross margin | 74.7% | 74.5% |
| Diluted EPS | $-0.65 | $-0.29 |
| Insider net (6 mo) | −728.9K sh · 126 sells · 0 buys | −174.9K sh · 67 sells · 0 buys |
| Institutional owners | 47 | 50 |
| Institutional value held | $112.39B | $51.85B |
| Next earnings (est.) | Around Dec 1, 2026 | Oct 29, 2026 |
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 a cloud-native cybersecurity platform called Falcon that reinvented how security is delivered by combining a single lightweight agent with cloud-scale AI and a proprietary graph database (Threat Graph) to detect and… Read more →
About Cloudflare, Inc. (NET)
Cloudflare operates a global "Connectivity Cloud" that helps organizations secure, accelerate, and manage their applications, networks, and corporate infrastructure across on-premises, hybrid, cloud, and SaaS environments, replacing fragmented hardware-based… Read more →
Source: SEC EDGAR.