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NET compared with CRWD: revenue, margins and what each company keeps, and the suppliers and customers both name
NET
Cloudflare, Inc.
Change
Mkt cap
Revenue
Revenue
CRWD
CrowdStrike Holdings, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
NET
Cloudflare, Inc.
vs
CRWD
CrowdStrike Holdings, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
NET: latest quarter is a loss; flow not drawable. CRWD: latest quarter not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
NET, solid
CRWD, dashed
NET
Cloudflare, Inc.
Change
279.96
▼
−9.78%
· post 281.10
Mkt cap
$100.0B
Revenue
$696M
Q2 FY26
Revenue
$2.2B
FY25
CRWD
CrowdStrike Holdings, Inc.
Change
250.40
▼
−4.12%
· post 250.70
Closed
Oct 30 '26
Mkt cap
$256.4B
Revenue
$1.5B
Q2 FY27
Revenue
$4.8B
FY26
vs
Compare
Closed
Oct 30 '26
NET
Cloudflare, Inc.
vs
CRWD
CrowdStrike Holdings, Inc.
279.96
▼
−9.78%
post 281.10
Price
250.40
▼
−4.12%
post 250.70
$100.0B
Mkt cap
$256.4B
Q2 FY26
$696M
Revenue
$1.5B
Q2 FY27
FY25
$2.2B
Revenue
$4.8B
FY26
Change
Change
NET
279.96
▼
−9.78%
vs
CRWD
250.40
▼
−4.12%
Closed
Oct 30 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only NET
5
CHPT
ChargePoint
customer
LCFY
Locafy
customer
—
JD Cloud
unlisted
supplier
—
Kiwi Farms
unlisted
customer
1 more · NET chain
›
Shared
0
No shared counterparties.
Only CRWD
3
AMZN
Amazon Web Services
supplier
DAL
Delta Air Lines
customer
AAL
American Airlines
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR