Side-by-side comparison of AI visibility scores, market position, and capabilities
SSPM platform acquired by CrowdStrike in 2023; deep security configuration management across 150+ SaaS applications. Tel Aviv Israel; now powers CrowdStrike Falcon SaaS Security, delivering posture management natively inside the Falcon platform for enterprise SOC teams.
Adaptive Shield is a SaaS security posture management (SSPM) company founded in 2019 by Maor Bin and Jony Shlomoff in Tel Aviv, Israel. The company pioneered the SSPM category, which Gartner formally named as a distinct security market in 2021. Adaptive Shield's platform connects to an organization's SaaS applications via native APIs and continuously monitors security configurations, user permissions, and integration settings against security best practices and compliance frameworks. When a configuration drifts from the desired state — for example, multi-factor authentication being disabled for a user, or a permissive external sharing setting turned on — the platform alerts security teams and provides remediation guidance.\n\nAdaptive Shield raised $30 million before being acquired by CrowdStrike in 2023 for approximately $300 million. CrowdStrike integrated Adaptive Shield's SSPM technology into its Falcon platform as Falcon SaaS Security, giving CrowdStrike customers deep visibility into the security posture of their SaaS estates alongside CrowdStrike's existing endpoint, identity, and cloud security capabilities. The acquisition reflected CrowdStrike's strategy to expand from endpoint-centric security to comprehensive platform coverage.\n\nPrior to acquisition, Adaptive Shield supported security configuration checks across more than 150 SaaS applications including Microsoft 365, Google Workspace, Salesforce, ServiceNow, Zoom, Slack, GitHub, and Workday. Its check library covered thousands of individual configuration settings mapped to CIS Benchmarks, SOC 2, and other frameworks. The platform also provided an integration risk monitoring capability that inventoried third-party apps connected to core SaaS platforms, similar to the SSPM expansion toward full SaaS security management.
CrowdStrike (CRWD) reported $3.95B ARR in FY2025 (ended Jan). Revenue $3.74B, up 29% YoY. Market cap ~$85B. 8,600+ employees. Austin, TX. AI-native cybersecurity platform. Charlotte AI for threat detection.
CrowdStrike is an AI-native cybersecurity company founded in 2011 by George Kurtz, Dmitri Alperovitch, and Gregg Marston and headquartered in Austin, Texas, that built the endpoint detection and response (EDR) category and has since expanded into the broadest cloud-native cybersecurity platform in the industry. The company was founded on the insight that traditional antivirus software — signature-based, retrospective, and endpoint-isolated — could not keep pace with sophisticated adversaries operating at machine speed. CrowdStrike's founding architecture, the Falcon platform, was designed cloud-native from day one: a single lightweight agent on the endpoint feeding a cloud-based AI that learns from trillions of security events across every customer simultaneously. The company trades on Nasdaq under the ticker CRWD.\n\nThe CrowdStrike Falcon platform consolidates more than 28 security modules across endpoint security, identity threat protection, cloud security, next-gen SIEM and log management, threat intelligence, and managed detection and response — all delivered through a single agent and unified console. The AI at the platform's core, Charlotte AI, provides conversational security operations, automated investigation, and AI-generated threat summaries that reduce analyst workload. CrowdStrike's threat intelligence team, Adversary Intelligence, tracks and names nation-state and criminal threat actors globally, giving customers predictive insight into campaigns before they hit their environments.\n\nCrowdStrike reported $3.95 billion in annual recurring revenue (ARR) for FY2025 and total revenue of $3.74 billion, up 29% year over year, with a market capitalization of approximately $85 billion. The company has 8,600+ employees and counts a substantial share of the Fortune 500 and global governments as customers. Despite the July 2024 sensor update incident that caused a significant IT outage affecting millions of Windows systems globally, CrowdStrike's customer retention remained strong — a testament to the platform's depth of integration and the switching costs built into its consolidated architecture.
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