Compare · CRWD vs TWLO
CRWD vs TWLO
Side-by-side comparison of CrowdStrike Holdings Inc. (CRWD) and Twilio Inc. (TWLO): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both CRWD and TWLO operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- CRWD is the larger of the two at $236.53B, about 6.5x TWLO ($36.19B).
- CRWD has been more active in the news (28 items in the past 4 weeks vs 6 for TWLO).
- Both have 25 recent analyst ratings on file.
- Company
- CrowdStrike Holdings Inc.
- Twilio Inc.
- Price
- $230.98+5.73%
- $235.80-0.78%
- Market cap
- $236.53B
- $36.19B
- 1M return
- -
- +19.46%
- 1Y return
- -
- +126.33%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 2019
- 2016
- News (4w)
- 28
- 6
- Recent ratings
- 25
- 25
CrowdStrike Holdings Inc.
CrowdStrike Holdings, Inc. provides cloud-delivered solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. It offers 19 cloud modules on its Falcon platform through a software as a service subscription-based model that covers various security markets, such as corporate workload security, security and vulnerability management, managed security services, IT operations management, threat intelligence services, identity protection, and log management. The company primarily sells its platform and cloud modules through its direct sales team. CrowdStrike Holdings, Inc. was incorporated in 2011 and is headquartered in Sunnyvale, California.
Twilio Inc.
Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.
Latest CRWD
- PRESIDENT AND CEO Kurtz George sold $45,168 worth of shares (200 units at $225.84), decreasing direct ownership by 0.00% to 7,856,019 units (SEC Form 4)
- PRESIDENT AND CEO Kurtz George sold $4,357,078 worth of shares (19,800 units at $220.05), decreasing direct ownership by 0.25% to 7,856,219 units (SEC Form 4)
- CrowdStrike Launches AI Partner Specialization, Defining Cybersecurity’s Ecosystem for the Agentic Era
- Cognizant and CrowdStrike Protect Critical Operations Across Converged IT and OT Environments
- CrowdStrike Brings the Falcon Platform to Snowflake, Unifying Security and Data at Enterprise Scale
- CrowdStrike Expands Project QuiltWorks Across the Tech Ecosystem, Uniting More Data Sources to Secure Frontier AI Risk
- CrowdStrike and Google Announce the Falcon Platform on Google Cloud
- CrowdStrike Launches Falcon IQ to Operationalize Project QuiltWorks at Machine Speed
- CrowdStrike Brings CLEAR's Verified Human Identity into the Falcon Platform
- PRESIDENT AND CEO Kurtz George sold $3,757,447 worth of shares (20,000 units at $187.87), decreasing direct ownership by 0.25% to 7,876,019 units (SEC Form 4)
Latest TWLO
- Chief Financial Officer Viggiano Aidan sold $326,863 worth of shares (1,394 units at $234.48), decreasing direct ownership by 1% to 108,330 units (SEC Form 4) (withholding obligation)
- Alpha Compute Appoints Former Twilio Senior Leader Mike Huskins to Board of Directors
- Director Stafman Andrew sold $123,540,000 worth of shares (500,000 units at $247.08) (SEC Form 4)
- Director Rottenberg Erika sold $881,378 worth of shares (3,500 units at $251.82) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 144 filed by Twilio Inc.
- Twilio to Participate in Upcoming Investor Events
- SEC Form 10-Q filed by Twilio Inc.
- Monness Crespi & Hardt reiterated coverage on Twilio with a new price target
- Twilio Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Twilio Announces Second Quarter 2026 Results