Side-by-side comparison of AI visibility scores, market position, and capabilities
Publicly traded cloud data management and cyber resilience platform (RBRK) for enterprise backup, recovery, and ransomware protection; converged scale-out infrastructure replaces traditional backup software and media server architectures.
Rubrik is a cloud data management and cyber resilience platform that provides enterprise backup, disaster recovery, ransomware protection, and data governance from a converged scale-out infrastructure that replaces traditional backup software and media server architectures with a software-defined approach running on commodity hardware or cloud. The platform's policy-driven data management engine allows administrators to define service level objectives — backup frequency, retention periods, recovery point objectives, and replication targets — at the virtual machine, application, or workload level, and the Rubrik cluster automatically manages all backup operations, deduplication, encryption, and tiering to object storage or cloud according to those policies without manual job scheduling. This policy-first model eliminates the operational complexity of managing thousands of individual backup jobs and schedules that makes traditional backup administration a full-time function at large enterprises.
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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