Crowdstrike Holdings Stock Price, News & Analysis

NTT DATA and CrowdStrike have announced an expanded partnership to enhance managed cybersecurity services using the AI-native CrowdStrike Falcon® platform. The collaboration aims to address the growing challenge of sophisticated cyberattacks and the cybersecurity skills gap.

The partnership offers three key capabilities:

• Integrated Managed Security Services: Combining Falcon platform with NTT DATA's managed services for advanced threat detection and response
• 24/7 Proactive Threat Hunting and incident response support from both companies' experts
• Global Delivery Network: Seamless cybersecurity solutions worldwide through combined global ecosystems

CrowdStrike (NASDAQ: CRWD) has announced a new distribution agreement with Dicker Data (ASX: DDR) to expand its cybersecurity presence in Australia and New Zealand (ANZ). The partnership will bring CrowdStrike's Falcon® platform to Dicker Data's network of resellers and managed service providers.

The collaboration aims to address rising cybersecurity demand in the ANZ region, with the Falcon platform being the most requested cybersecurity solution. Dicker Data will leverage Falcon's AI capabilities and Cloud Security modules to help partners modernize security operations while reducing vendor costs and eliminating coverage gaps.

This strategic partnership will strengthen CrowdStrike's partner-first go-to-market strategy in the ANZ region, particularly focusing on mid-market opportunities. The agreement enables Dicker Data's partners to drive vendor consolidation and enhance protection against sophisticated threats using CrowdStrike's AI-native technology.

Accenture (NYSE: ACN) and CrowdStrike (NASDAQ: CRWD) have announced a strategic collaboration to enhance cybersecurity transformation services. The partnership combines Accenture's security services with CrowdStrike's Falcon® platform to deliver improvements in security operations, threat management, and AI workload protection.

The collaboration addresses challenges faced by organizations dealing with massive data volumes in cloud-based and AI-enabled operations. A key implementation showcases WHSmith, a global travel retailer with over 1,700 stores in 30+ countries, which has strengthened its security operations using Accenture's Managed Extended Detection and Response (MxDR) services and the CrowdStrike Falcon® platform.

The partnership offers three main services:

• SecOps Modernization - promising up to 30% cost optimization
• Managed Detection and Response - enabling up to 60% workflow optimization
• Continuous Threat Exposure Management - potentially delivering up to 15% cost optimization

CrowdStrike (NASDAQ: CRWD) announced the winners of its annual Asia Pacific and Japan (APJ) Partner Awards at the 2025 APJ Partner Symposium in Taipei. The event brought together channel, distributor, service provider, and technology alliance partners across the region to accelerate partner growth and customer adoption of the CrowdStrike Falcon® platform.

Key overall winners include:

• Sekuro Operations - APJ Partner of the Year
• Ernst & Young - SI Partner of the Year
• Amazon Web Services - Technology Alliance Ecosystem Partner
• Nexus Technologies - MSSP of the Year
• Macnica - Distributor of the Year

The awards recognized partners' impact across different regions including ANZ, India & SAARC, Japan, and South East & North Asia. Winners were selected based on value creation for both customers and CrowdStrike, highlighting the company's partner-first go-to-market strategy in transforming cybersecurity through its AI-native platform.

CrowdStrike (NASDAQ: CRWD) has announced a significant expansion of its Accelerate partner program, introducing enhanced incentives and resources for its global cybersecurity ecosystem. The program now features four specialized tracks: Reseller, MSP, Distribution, and Technology Ecosystem programs.

Key improvements include Falcon Flex, offering adaptable licensing for the Falcon platform's portfolio, and new financial incentives through Volume Incentive Rebates (VIR) and CrowdCard. The expansion aims to help partners maximize profitability while delivering superior customer outcomes through consolidated cybersecurity solutions.

The enhanced program provides partners with

• Exclusive discounts and rebates
• Training credits
• Predictable pricing models
• Revenue-based incentives
• Automated discounts

CrowdStrike (NASDAQ: CRWD) has announced a strategic distribution agreement with Arrow Electronics to expand its cybersecurity solutions across North America. The partnership will make the CrowdStrike Falcon® platform available to Arrow's channel partners throughout the U.S. and Canada.

Through Arrow's ArrowSphere marketplace, partners can efficiently deploy the Falcon platform, offering streamlined licensing, flexible billing, and seamless integration with existing IT infrastructure. The collaboration focuses on key products including Falcon® Next-Gen SIEM and Falcon® Cloud Security, enabling system consolidation and enhanced security operations.

The partnership aims to serve both enterprise and mid-market customers, allowing Arrow's network of resellers, CSPs, MSPs, and MSSPs to leverage CrowdStrike's AI-native cybersecurity solutions to address modern security challenges and reduce vendor costs.

CrowdStrike (NASDAQ: CRWD) has been named Optiv's 2024 Partner of the Year, highlighting the Falcon platform's success in cybersecurity consolidation. The award recognizes CrowdStrike's growth, strategic relevance, and commitment to market success with Optiv.

The partnership has already achieved a significant milestone by surpassing $1 billion in joint sales. Together, the companies help organizations accelerate Falcon platform adoption, consolidate point products, and reduce operational complexity to maximize security investments.

The collaboration combines CrowdStrike's Falcon platform technology with Optiv's expertise to deliver integrated security solutions focused on threat detection, response, and mitigation capabilities.

CrowdStrike (CRWD) reported strong Q4 and fiscal year 2025 results, with Annual Recurring Revenue (ARR) growing 23% year-over-year to $4.24 billion, adding $224 million in net new ARR in Q4.

Q4 highlights include total revenue of $1.06 billion (up 25% YoY), subscription revenue of $1.01 billion (up 27% YoY), and non-GAAP net income of $260.9 million. The company maintained strong subscription gross margins at 80% (non-GAAP).

Full year fiscal 2025 performance showed total revenue of $3.95 billion (up 29% YoY), with subscription revenue reaching $3.76 billion (up 31% YoY). The company achieved record operating cash flow of $1.38 billion and free cash flow of $1.07 billion.

Notable metrics include module adoption rates reaching 67% for five or more modules, and Next-Gen SIEM, Cloud Security, and Identity Protection businesses surpassing $1.3 billion in combined ending ARR.

CrowdStrike (NASDAQ: CRWD) has been named a Leader in The Forrester Wave™: Managed Detection and Response Services, Q1 2025, achieving the highest ranking in the Strategy category. The company received top scores in multiple Current Offering criteria, including Detection surface for Endpoint and Identity, Managed investigation, Threat hunting, Analyst experience, and Dashboards and reporting.

The company's Falcon Complete Next-Gen MDR service combines elite security expertise with their AI-native cybersecurity platform and Falcon Flex licensing model. A key innovation is Charlotte AI Detection Triage, which achieves over 98% accuracy in security decision triage while saving an average of 40 hours of manual work weekly.

CrowdStrike has also received multiple industry recognitions, including Customers' Choice in the 2024 Gartner Peer Insights™ MDR report, Frost & Sullivan's Company of the Year award, and demonstrated the fastest mean-time-to-detect in MITRE Engenuity's ATT&CK® Evaluations.