Side-by-side comparison of AI visibility scores, market position, and capabilities
Open-source static analysis for security vulnerabilities and code quality in dozens of languages; commercial Semgrep Code and Supply Chain products serve enterprise security teams at scale.
Semgrep is an application security company founded in 2020 that has raised over $100M and built one of the most widely adopted open-source static analysis tools in the developer security ecosystem. The platform allows security engineers and developers to write custom code analysis rules in a readable pattern-matching syntax that mirrors the code being analyzed, making it far more approachable than legacy SAST tools. Semgrep supports over 30 programming languages and integrates into developer workflows through IDE plugins, pre-commit hooks, and CI/CD pipelines. The company offers Semgrep Code for SAST, Semgrep Supply Chain for dependency vulnerability scanning, and Semgrep Secrets for detecting hardcoded credentials. Semgrep has been widely adopted at major technology companies for internal security rule development and is used by security teams to enforce coding standards at scale. The combination of open-source community adoption and an enterprise SaaS offering has made Semgrep a leading platform-of-record for developer-first application security.
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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