Side-by-side comparison of AI visibility scores, market position, and capabilities
Hoboken NJ Active Directory security platform; raised $200M+; identity threat detection and response for AD, Entra ID, and hybrid identity environments.
Semperis is an identity security company founded in 2014 and headquartered in Hoboken, New Jersey. The company focuses on securing and recovering Active Directory (AD) and Azure Active Directory (Entra ID) environments, which represent the most critical identity infrastructure in the majority of enterprises. Active Directory is the primary authentication and authorization backbone for Windows environments globally, and it has become one of the most attacked components in modern ransomware and nation-state intrusions — attackers that compromise AD can gain access to every system in an organization.\n\nSemperis raised $200 million in a Series C round led by JP Morgan Growth Equity Partners and Vision Blue, valuing the company at approximately $1 billion. Its platform covers three domains: Directory Services Protector (DSP) for continuous AD threat monitoring and automated attack rollback; AD Security Assessment for evaluating the attack surface of AD configurations; and Active Directory Forest Recovery (ADFR) for rapid recovery of AD from cyberattacks. The ADFR product addresses a critical gap: most organizations' backup and recovery processes are not designed to recover AD cleanly from a ransomware attack that corrupted or encrypted AD data.\n\nSemperis's Purple Knight tool, a free Active Directory security assessment, has been downloaded by more than 10,000 organizations and is widely used by IT and security teams to benchmark their AD attack surface. The company's deep expertise in AD-based attack techniques — including DCSync, Golden Ticket, Kerberoasting, and pass-the-hash attacks — informs its detection engine, which monitors AD events in real time and can automatically roll back unauthorized changes before they cause damage.
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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