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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Earnings history

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

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Earnings history

last 4 reports each · paired by recencyMethod ›

CRWD

1 of 4at or beyond implied

Reportimpliedrealized× implied

Aug 27 '26±11.5%▲+20.50%×1.78

Jun 4 '26±7.6%▼−3.81%×0.50

Mar 4 '26±6.5%▲+4.15%×0.65

Dec 3 '25±6.1%▲+1.48%×0.25

NET1 of 4 reports

Reportimpliedrealized× implied

Aug 7 '26—▲+5.57%—

= impliedCRWD realized, solidNET realized, hatchedOne scale, both sides: full bar = 21%× = |realized| ÷ impliedSource: market data

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