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greenflagdigital.com / cyber / profiles / crowdstrike

Endpoint & Cloud Security (NASDAQ: CRWD)

CrowdStrike

The endpoint security leader turned AI-security bellwether: a top-10 row on our league table and the company whose earnings move the whole sector's stocks.

Authority Score · June 2026

93

Rank #9 of 50 tracked · DR 86

Leader
86

Domain Rating (Ahrefs)

649,788

organic visits/mo

35,205

referring domains

2

tracked coverage events (90d)

The company

The sector's bellwether, betting the next decade on agentic AI.

Founded in 2011 and headquartered in Austin, CrowdStrike’s Falcon platform defined cloud-native endpoint security and now anchors one of the industry’s largest platform plays. The company is public (NASDAQ: CRWD), with FY2026 GAAP sales and marketing spend at 38% of revenue — the benchmark number we cite to every CFO who asks whether marketing investment at scale is real. It is, and the category leader’s 10-K proves it.

The 2026 story is agentic AI: at RSAC 2026, CrowdStrike opened Falcon to external AI models with Charlotte AI AgentWorks, letting customers build custom security agents on frontier models. CEO George Kurtz framed the moment as an inflection point: AI demand showing the market that cybersecurity is an essential part of the AI ecosystem.

The GFD read: DR 86, 650K monthly organic visits, 35K referring domains — an authority moat a decade in the making. The interesting question is the one our tracker watches: whether challengers win the AI-security citation layer before the incumbents notice it’s a market.

The people

Who's on the rope team.

George Kurtz

Co-founder & CEO

Founded CrowdStrike in 2011; the sector's most-quoted voice on AI-era security demand (verified June 2026).

Falcon platform leadership

Product & GTM

Charlotte AI AgentWorks (RSAC 2026) opened the platform to external frontier models.

Investor relations

NASDAQ: CRWD

FY2026 10-K filed; S&M at 38% of revenue, the industry's reference point.

On the record

What the filings and the wires say.

  • 38% of FY2026 revenue spent on GAAP sales & marketing (10-K)
  • Charlotte AI AgentWorks announced at RSAC 2026: custom security agents on external frontier AI models
  • June 2026 earnings beat estimates; the stock still slid on lofty expectations, dragging peers — bellwether status confirmed
  • Kurtz, June 2026: AI demand created an inflection point for the sector (CNBC)
Coverage

Recent tier-1 and trade coverage.

Compiled June 10, 2026. Facts only, in our own words; links go to the original reporting. Corrections within 24 hours.

Competing against a 38%-of-revenue marketing machine? That's exactly the game we arm challengers for.

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