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

NETCloudflare, Inc.

Mkt capRevenueRevenue

CRWDCrowdStrike Holdings, Inc.

Mkt capRevenueRevenue

Compare

NETCloudflare, Inc.

CRWDCrowdStrike Holdings, 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 NET 5

CHPTChargePointcustomer

LCFYLocafycustomer

—JD Cloudunlistedsupplier

—Kiwi Farmsunlistedcustomer

1 more · NET chain ›

Shared 0

No shared counterparties.

Only CRWD 3

AMZNAmazon Web Servicessupplier

DALDelta Air Linescustomer

AALAmerican Airlinescustomer

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

NETCloudflare, Inc.

265.04▼−5.58%· post 264.98

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

CRWDCrowdStrike Holdings, Inc.

241.80▼−3.45%· post 242.33

ClosedNov 2 '26

Mkt cap$247.6BRevenue$1.5BQ2 FY27Revenue$4.8BFY26

Compare

ClosedNov 2 '26

NETCloudflare, Inc.

CRWDCrowdStrike Holdings, Inc.

265.04▼−5.58%post 264.98

Price

241.80▼−3.45%post 242.33

$100.0B

Mkt cap

$247.6B

Q2 FY26$696M

Revenue

$1.5BQ2 FY27

FY25$2.2B

Revenue

$4.8BFY26

NET265.04▼−5.58%vsCRWD241.80▼−3.45%ClosedNov 2 '26