Cirrus Logic vs CrowdStrike
Side-by-side comparison of AI visibility scores, market position, and capabilities
Austin-based audio chip leader with ~82% revenue from Apple; high-performance smart codecs, amplifiers, and haptic drivers in iPhone and MacBook power a $1.8B revenue base.
About
Cirrus Logic was founded in 1984 in Austin, Texas and has become the dominant supplier of high-performance audio chips to Apple. The company's digital-to-analog converters (DACs), analog-to-digital converters (ADCs), smart codecs, Class D audio amplifiers, and haptic feedback drivers are designed into every iPhone generation, providing the audio circuitry for the speaker, microphone, and headphone subsystems. Approximately 82% of Cirrus Logic's revenue comes from Apple.\n\nCirrus Logic's products are differentiated by their low-power, high-fidelity audio performance and integration of signal processing intelligence, including always-on voice activation and noise suppression. The company has expanded from audio into haptic actuator controllers and is developing mixed-signal IP for wearables, hearables (AirPods), and automotive infotainment. Revenue was approximately $1.8 billion in FY2025, reflecting Apple's continued premium device volume.\n\nWhile the concentrated customer base creates risk, Cirrus Logic's deep technical collaboration with Apple and long design cycle times (2–3 years for new device sockets) create strong customer stickiness. The company has been expanding its product roadmap into sensing and power management to reduce Apple dependency. Cirrus Logic is publicly traded (CRUS) and operates a fabless model, outsourcing manufacturing to foundries including TSMC and GlobalFoundries.
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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