ServiceTitan vs CrowdStrike
Side-by-side comparison of AI visibility scores, market position, and capabilities
Glendale CA trades field service management (NASDAQ: TTAN); IPO Dec 2024 (+42% first day, $8.9B value), $772M ARR (+24%), $449.7M revenue serving 7,500+ HVAC/plumbing/electrical contractors competing with Housecall Pro.
About
ServiceTitan is a Glendale, California-based field service management platform for the skilled trades — publicly traded on NASDAQ (NASDAQ: TTAN) following its December 12, 2024 IPO, which raised approximately $625 million and valued the company at approximately $8.9 billion (shares surged 42% from the $71 IPO price to $101 on the first day, the largest first-day pop for a US IPO raising over $400 million since Reddit's March 2024 debut) — providing cloud-based business management software for plumbing, HVAC, electrical, roofing, pest control, and other home and commercial service businesses with $772 million in implied ARR in 2024 (growing 24% year-over-year) and $449.7 million in FY2024 revenue (+25.64% YoY). Founded in 2007 by co-CEOs Ara Mahdessian and Vahe Kuzoyan — Armenian-American entrepreneurs whose fathers both operated residential contracting businesses and who met as undergraduates at Stanford and USC — ServiceTitan was built from personal experience witnessing the operational inefficiencies (paper dispatch boards, handwritten invoices, disconnected scheduling) that prevented skilled trades businesses from growing and modernizing. The company's all-in-one platform serves 7,500+ contractor customers including franchises and large regional service companies, providing job scheduling, technician dispatch, CRM, invoicing, payment processing, marketing automation, inventory management, and business analytics.
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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