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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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Earnings history
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Earnings history
last 4 reports each · paired by recency
Method
›
NET
1 of 4 reports
Report
implied
realized
× implied
Aug 7 '26
—
▲
+5.57%
—
CRWD
1 of 4
at or beyond implied
Report
implied
realized
× implied
Aug 27 '26
±11.5%
▲
+20.50%
×1.78
Jun 4 '26
±7.6%
▼
−3.81%
×0.50
= implied
NET realized, solid
CRWD realized, hatched
One scale, both sides: full bar = 21%
× = |realized| ÷ implied
Source: market data
Mar 4 '26
±6.5%
▲
+4.15%
×0.65
Dec 3 '25
±6.1%
▲
+1.48%
×0.25
NET
Cloudflare, Inc.
Change
279.96
· pre 287.63
Mkt cap
$100.0B
Revenue
$696M
Q2 FY26
Revenue
$2.2B
FY25
CRWD
CrowdStrike Holdings, Inc.
Change
250.40
· pre 255.11
Pre-market
Sep 2 '83
Mkt cap
$256.4B
Revenue
$1.5B
Q2 FY27
Revenue
$4.8B
FY26
vs
Compare
Pre-market
Sep 2 '83
NET
Cloudflare, Inc.
vs
CRWD
CrowdStrike Holdings, Inc.
279.96
pre 287.63
Price
250.40
pre 255.11
$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
vs
CRWD
250.40
Pre-market
Sep 2 '83