CRWD compared with NET: revenue, margins and what each company keeps, and the suppliers and customers both name

CRWDCrowdStrike Holdings, Inc.

Mkt capRevenueRevenue

NETCloudflare, Inc.

Mkt capRevenueRevenue

Compare

CRWDCrowdStrike Holdings, Inc.

NETCloudflare, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

Desk News Calendar Saved

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

CRWD: latest quarter not drawable. NET: latest quarter is a loss; flow not drawable.Method ›

Price

rebased to 0%

CRWD, solidNET, dashed

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only CRWD 3

AMZNAmazon Web Servicessupplier

DALDelta Air Linescustomer

AALAmerican Airlinescustomer

Shared 0

No shared counterparties.

Only NET 5

CHPTChargePointcustomer

LCFYLocafycustomer

—JD Cloudunlistedsupplier

—Kiwi Farms

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

unlisted

customer

1 more · NET chain ›

CRWDCrowdStrike Holdings, Inc.

250.40▼−4.12%· post 250.70

Mkt cap$256.4BRevenue$1.5BQ2 FY27Revenue$4.8BFY26

NETCloudflare, Inc.

279.96▼−9.78%· post 281.10

ClosedOct 30 '26

Mkt cap$100.0BRevenue$696MQ2 FY26Revenue$2.2BFY25

Compare

ClosedOct 30 '26

CRWDCrowdStrike Holdings, Inc.

NETCloudflare, Inc.

250.40▼−4.12%post 250.70

Price

279.96▼−9.78%post 281.10

$256.4B

Mkt cap

$100.0B

Q2 FY27$1.5B

Revenue

$696MQ2 FY26

FY26$4.8B

Revenue

$2.2BFY25

CRWD250.40▼−4.12%vsNET279.96▼−9.78%ClosedOct 30 '26