Side-by-side comparison of AI visibility scores, market position, and capabilities
Cambridge MA edge cloud (NASDAQ: AKAM) at $3.99B 2024 revenue with security $2B+ first to surpass CDN; 365K+ servers in 135+ countries Q2 2025 cloud infra growing 30% competing with Cloudflare for enterprise web security and edge cloud.
Akamai Technologies is a Cambridge, Massachusetts-based edge cloud company — publicly traded on NASDAQ (NASDAQ: AKAM) as an S&P 500 company — providing enterprises with content delivery (CDN), cybersecurity, and cloud computing services through the world's most distributed edge platform: 365,000+ servers across 4,200+ points of presence in 135+ countries. In 2024, Akamai reported $3.99 billion in revenue (5% year-over-year growth) with security products generating $2+ billion (16% growth) — the first year in the company's 27-year history that security represented the largest revenue segment. In Q2 2025, Akamai reported $1.043 billion in revenue (7% growth) with cloud infrastructure growing 30% year-over-year. The business model transformation from CDN-dominant to security-dominant to cloud-expanding reflects CEO and co-founder Dr. Tom Leighton's strategy to leverage the distributed edge network for adjacent high-growth services. Founded in 1998 by MIT professors Tom Leighton and Danny Lewin.
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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