Netskope IPO - 网络安全公司Netskope在2025年第二次网络安全股IPO中将发行价区间上调至17-19美元 股票将在纳斯达克综合指数交易[1] - 公司通过IPO预计融资超9亿美元 估值达73亿美元 运营基于云的SASE平台 服务于远程办公和分支机构 竞争对手包括Palo Alto Networks和Zscaler[2] - 截至7月31日的六个月内 公司营收同比增长31%至3.28亿美元 净亏损从去年同期的2.07亿美元收窄至1.7亿美元[3] 公司业务与技术 - Netskope专注于金融服务、医疗保健和联邦政府市场 通过Netskope One平台提供边缘安全服务[4][5] - 平台利用AI技术实时保护数据和组织 防范威胁和数据泄露 支持用户、设备、应用及AI代理的数字交互[4] 网络安全行业表现 - IBD追踪的197个行业组别中 网络安全股排名第121位[5] - Cloudflare股价在2025年上涨105% CrowdStrike上涨29% Zscaler上涨55% Palo Alto上涨10%[5][6] - CrowdStrike于9月8日获得IBD相对强度评级从79提升至83[7][8] 行业动态 - SailPoint于2月由Thoma Bravo支持进行IPO 2025年股价下跌约1%[5] - CrowdStrike举办分析师日活动 Zscaler第四财季业绩超预期且指引高于市场预期[5][10]

Crowdstrike Holdings Inc. (NASDAQ:CRWD) is one of the best tech stocks to buy, according to Cathie Wood. On September 10, the company confirmed a strategic collaboration with Amazon. The partnership paves the way for the company to offer its AI-powered cybersecurity platform CrowdStrike Falcon Go to Business Prime Essentials, Small, Medium, and Enterprise members. Crowdstrike Holdings Inc. (CRWD) Partners with Amazon on Falcon Go Business Prime Duo members stand to enjoy up to a 50% discount on CrowdStri ...

公司合作与产品整合 - CrowdStrike与NVIDIA宣布将Charlotte AI AgentWorks与NVIDIA Nemotron系列AI模型集成 [1] - 合作扩展Falcon平台功能 为基于NVIDIA NeMo开发工具构建的AI代理及第三方生态系统提供保护与治理 [1] - 合作基于CrowdStrike为NVIDIA企业级大语言模型提供的全生命周期保护能力 [1]

AUSTIN, Texas--(BUSINESS WIRE)--Fal.Con 2025, Las Vegas - CrowdStrike (NASDAQ: CRWD) today announced it has signed a definitive agreement to acquire Pangea, a leader in AI security. This acquisition will extend the CrowdStrike Falcon® platform, delivering the industry's first complete AI Detection and Response (AIDR) – securing data, models, agents, identities, infrastructure, and interactions from enterprise AI development through workforce usage. "AI is rewriting the enterprise attack surface. ...

AUSTIN, Texas--(BUSINESS WIRE)--Fal.Con 2025, Las Vegas – CrowdStrike (NASDAQ: CRWD) today unleashed a new agentic security workforce across the CrowdStrike Falcon® platform. CrowdStrike is expanding agentic capabilities in two ways: mission-ready agents available in Falcon modules, and Charlotte AI AgentWorks, a new, no-code platform that makes every security team an AI builder. Together, these innovations deliver machine-speed capabilities to automate repetitive tasks, accelerate outcomes, an. ...

AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2025 – CrowdStrike (NASDAQ: CRWD) today unveiled the Fall release of the CrowdStrike Falcon® platform – the Agentic Security Platform. Built AI-native from day-one and revolutionized for the agentic era, the Falcon platform is the foundation powering the agentic SOC. With this release, CrowdStrike introduces the industry's richest AI-ready data layer and expands agentic capabilities across the platform – unifying data, intelligence, agents, an. ...

We came across a bullish thesis on CrowdStrike Holdings, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on CRWD. CrowdStrike Holdings, Inc.'s share was trading at $413.50 as of September 2nd. CRWD’s trailing and forward P/E were 401.83 and 121.95, respectively according to Yahoo Finance. Palantir Expanding in Japan Through Fujitsu Partnership to Drive AIP Adoption Pixabay/Public Domain CrowdStrike delivered a strong second quarter of fiscal 202 ...

Key Takeaways CrowdStrike's identity products hit $435M ARR in Q2 fiscal 2026, up about 21% year over year.Falcon Next-Gen Identity Security unifies PAM, ITDR, SaaS identity, and access prevention.A major consulting firm switched to CrowdStrike's identity tools after replacing its old PAM provider.CrowdStrike (CRWD) is putting more focus on identity security, which it sees as a big growth opportunity. In the second quarter of fiscal 2026, its identity products, including Falcon Shield and a new Privileged A ...

战略合作公告 - CrowdStrike与Salesforce在FalCon 2025大会上宣布战略合作 推出新集成方案以加强Salesforce平台AI代理与应用的安全防护 [1] - 合作将CrowdStrike的Falcon Shield与Salesforce Security Center对接 为管理员和安全团队提供更全面的工作流可见性、合规支持及关键业务保护 [1] 技术整合方案 - 通过将CrowdStrike技术嵌入Salesforce工作流 实现安全功能与业务功能在统一框架下的协同运作 [2] - 整合Charlotte AI至Salesforce Agentforce平台及Slack 支持员工通过自然对话进行风险提示、响应建议和自动修复 [4] - 支持团队直接创建专属事件响应室、隔离受感染设备或阻断可疑访问权限 [4] 风险应对机制 - 针对AI代理部署中身份攻击风险上升的行业趋势 联合方案可追溯代理至人类创建者并检测异常行为 [3] - 防止过度权限账户被滥用 为代理驱动型企业建立信任基础 [3] 高管战略观点 - CrowdStrike首席商务官强调集成将Falcon防护范围扩展至关键业务工作流 [5] - Salesforce高管指出保障代理AI安全是释放其潜力的先决条件 [5] - 双方宣称将为组织提供安全运营基础并支撑AI驱动型增长 [5] 市场反应 - 公告当日CrowdStrike股价下跌1.65%至437.44美元 [6]

LAS VEGAS--(BUSINESS WIRE)-- #cyber--GuidePoint Security has been named the 2025 CrowdStrike Global Solution Provider of the Year. ...