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CrowdStrike10-K: Market share loss

CrowdStrike positions against competitors with on-premise or fragmented 'bolt-on' cloud products.

What happened

CrowdStrike argues that competitors who migrated on-premise products to the cloud or stitched together platforms via acquisition have inherent architectural flaws.

Source

SEC EDGARMar 4, 2026

Annual report (Form 10-K)

CrowdStrike 10-K for FY2026

Filing excerpt

We believe that any product that was originally designed for on-premise deployments and migrated to the cloud cannot by definition be a cloud native solution.

sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market share loss

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/31
Filed
Mar 4, 2026

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The full record

From the Signal API record

Details

CIK
1535527
Accession number
0001535527-26-000010
Filing year
2026
Why it matters
Urgency to improve

Topics and mentions

Technologies

  • cloud
  • cloud-native

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
Mar 10, 2026
signal_type
sec-10k
signal_subtype
marketShareLoss

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/26174afb-9c51-40ba-a3ae-0ee3461c2c18 returns this record as JSON. POST /v1/companies/enrich returns every signal for crowdstrike.com.

{
  "signal_id": "26174afb-9c51-40ba-a3ae-0ee3461c2c18",
  "signal_type": "sec-10k",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-03-10T06:43:15.727+00:00",
  "company": {
    "name": "CrowdStrike",
    "domain": "crowdstrike.com"
  },
  "data": {
    "detail": "CrowdStrike argues that competitors who migrated on-premise products to the cloud or stitched together platforms via acquisition have inherent architectural flaws. This direct attack on competitors' technology stacks creates an opening for sales teams to highlight the benefits of a true cloud-native platform.",
    "summary": "CrowdStrike positions against competitors with on-premise or fragmented 'bolt-on' cloud products.",
    "excerpts": "We believe that any product that was originally designed for on-premise deployments and migrated to the cloud cannot by definition be a cloud native solution.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1535527/000153552726000010/crwd-20260131.htm",
    "filing_date": "2026-03-04",
    "filing_year": 2026,
    "fiscal_year_end": "01/31",
    "sales_relevance": "Urgency to improve",
    "signal_category": "market",
    "technologies_mentioned": [
      "cloud",
      "cloud-native"
    ]
  }
}

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