Bentley Systems vs CrowdStrike
Side-by-side comparison of AI visibility scores, market position, and capabilities
Exton PA infrastructure engineering software (NASDAQ: BSY) at $1.35B+ 2024 revenue (91% recurring); Seequent $1.05B (2021), Cesium 3D geospatial (2024), first non-Bentley CEO Nicholas Cumins (Jul 2024) competing with Autodesk Civil 3D.
About
Bentley Systems, Incorporated is an Exton, Pennsylvania-based infrastructure engineering software company — publicly traded on NASDAQ (NASDAQ: BSY) — providing software for the design, construction, operation, and lifecycle management of infrastructure assets including roads, bridges, railways, buildings, industrial plants, power generation, and utilities through approximately 5,200 employees serving engineers and infrastructure organizations in 194 countries with annual revenues of $1.35+ billion in 2024 (91% recurring). Founded on September 5, 1984, by brothers Keith and Barry Bentley in suburban Philadelphia — where Keith had developed CAD software during his tenure at E.I. DuPont — the company grew through five Bentley brothers (Keith, Barry, Scott, Greg, and Ray) into the global infrastructure software leader through 120+ acquisitions over four decades, including Intergraph's civil engineering businesses (2001), Seequent for $1.05 billion (2021, geological and subsurface modeling), and Cesium (2024, 3D geospatial and digital twin platform). On July 1, 2024, Nicholas Cumins became CEO — the first person outside the Bentley family to lead the company in its 40-year history, having previously served as COO — with Greg Bentley transitioning to Executive Chair. Bentley made its NASDAQ IPO on September 23, 2020, and maintains a market capitalization of approximately $15 billion as of October 2024.
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.
About
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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