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

CRWDCrowdStrike Holdings, Inc.

Mkt capRevenueRevenue

PANWPalo Alto Networks Inc

Mkt capRevenueRevenue

Compare

CRWDCrowdStrike Holdings, Inc.

PANWPalo Alto Networks Inc

Price

Mkt cap

Revenue

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

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Supply-chain overlap

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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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 PANW 2

CSPICSPcustomer

—Flexunlistedsupplier

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

CRWDCrowdStrike Holdings, Inc.

216.89▼−0.14%· post 218.28

Mkt cap$222.1BRevenue$1.5BQ2 FY27Revenue$4.8BFY26

PANWPalo Alto Networks Inc

313.68▼−0.32%· post 313.85

ClosedNov 6 '26

Mkt cap$256.7BRevenue$3.4BQ4 FY26Revenue$11.5BFY26

Compare

ClosedNov 6 '26

CRWDCrowdStrike Holdings, Inc.

PANWPalo Alto Networks Inc

216.89▼−0.14%post 218.28

Price

313.68▼−0.32%post 313.85

$222.1B

Mkt cap

$256.7B

Q2 FY27$1.5B

Revenue

$3.4BQ4 FY26

FY26$4.8B

Revenue

$11.5BFY26

CRWD216.89▼−0.14%vsPANW313.68▼−0.32%ClosedNov 6 '26