SteadyMD vs CrowdStrike
Side-by-side comparison of AI visibility scores, market position, and capabilities
SteadyMD built B2B telehealth infrastructure with 600+ clinicians in 50 states (~5M revenue); acquired by DocGo (Oct 2025) to become the clinical backend for digital health platforms.
About
SteadyMD was founded in 2016 in St. Louis with a mission to build the infrastructure layer that enables healthcare companies to deliver telehealth services without building clinical operations from scratch. The company recognized that the fastest-growing segment of the telehealth market was not direct-to-consumer care but B2B infrastructure — the clinical staffing, licensing, credentialing, compliance, and workflow systems that other healthcare companies need to operate virtual care programs at scale. SteadyMD built this stack as a managed service, enabling digital health companies, health systems, and employers to launch and scale telehealth programs rapidly.\n\nSteadyMD's platform provides healthcare organizations with access to a network of more than 600 clinicians — physicians, nurse practitioners, and physician assistants — who are licensed across all 50 states and available for virtual care delivery. Clients integrate SteadyMD's clinical workforce and telehealth operating system into their own products, using SteadyMD as an outsourced clinical operations partner rather than building in-house clinician networks. This white-label infrastructure model serves clients across consumer health, chronic disease management, occupational health, and behavioral health — wherever organizations need scalable, compliant clinical capacity without the overhead of direct employment.\n\nSteadyMD was acquired by DocGo in October 2025, a publicly traded mobile health and medical transportation company, in a transaction that brings SteadyMD's telehealth infrastructure capabilities under a larger multimodal healthcare services platform. Prior to the acquisition, SteadyMD generated approximately $25 million in annual revenue, demonstrating durable commercial traction in the B2B telehealth infrastructure segment. The DocGo acquisition positions SteadyMD's technology and clinician network as a foundation for DocGo's expansion into virtual care delivery, combining telehealth infrastructure with DocGo's existing in-person mobile health operations.
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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