Side-by-side comparison of AI visibility scores, market position, and capabilities
NYC embedded analytics and BI unicorn at $184.8M 2024 revenue (+32% YoY) with 2,000+ customers (eBay/UiPath/Wix); $274M total (Series F 2020 $1B+ valuation) with Sisense Intelligence GenAI competing with Looker for embedded SaaS analytics.
Sisense is a New York City-based embedded analytics and business intelligence platform — backed with $274 million in total funding with unicorn status ($1 billion+ valuation) achieved in January 2020 Series F — providing approximately 2,000 enterprise customers with AI-powered analytics tools for embedded BI (the analytics SDK that SaaS companies embed in their products for customer-facing reporting) and internal business intelligence for non-technical business users. In 2024, Sisense reported $184.8 million in revenue (up from $140 million in 2023). The platform — comprising Fusion Embed (white-label embedded analytics), Compose SDK (developer API for custom analytics applications), and Sisense Cloud (hosted BI platform) — serves enterprise customers including eBay, UiPath, Wix, Tinder, Philips, and Nasdaq. In 2024, Sisense launched Sisense Intelligence (GenAI analytics suite including AI-generated explanations and forecasting features). The company experienced a significant data breach in April 2024 and implemented workforce reductions in 2022 and 2024. Founded in 2004 in Tel Aviv, Israel.
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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