Side-by-side comparison of AI visibility scores, market position, and capabilities
VR remote work platform enabling virtual multi-monitor workspaces. Most-used AR/VR productivity app with 2,000+ cumulative user-years; building Visor headset.
Immersed was founded with the conviction that the physical limitations of a single monitor should not constrain knowledge workers, and that virtual reality could deliver a superior multi-monitor experience from anywhere in the world. The company built its core platform around spatial computing, enabling users to work inside virtually unlimited screen real estate in a persistent, distraction-free virtual environment. Immersed has consistently ranked as the most-used AR and VR productivity application across major headset platforms.\n\nImmersed's software runs on Meta Quest, Apple Vision Pro, and other leading headsets, providing virtual workspaces that can render multiple large displays simultaneously. The platform supports remote collaboration, allowing distributed teams to work together in shared virtual offices. In parallel with its software business, Immersed developed the Visor headset — a high-resolution mixed reality device designed specifically for professional productivity use cases where display fidelity and ergonomics are paramount.\n\nImmersed has accumulated over 2,000 cumulative user-years of usage on its platform, reflecting deep engagement from a core base of power users who have adopted VR as their primary work environment. The company occupies a unique position at the intersection of spatial computing hardware and productivity software, giving it platform-level leverage as enterprise adoption of mixed reality headsets accelerates. Its hardware-software combination and early-mover advantage in VR-native work tools make it well positioned for the shift toward ambient computing.
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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