CrowdStrike Holdings, Inc. (CRWD): Who It Depends On
CrowdStrike is a pure cloud-security software company, so its real supply-chain dependency runs through infrastructure rather than physical components: its own 10-K names Amazon Web Services as the primary third-party data-center host for its Falcon platform, while Falcon's endpoint sensor runs as a kernel-level driver on Microsoft Windows - the exact architecture responsible for the July 2024 global outage that crashed roughly 8.5 million Windows devices. CrowdStrike's own filings state its business "is not dependent on any particular end customer," so rather than force a misleading revenue-concentration chart, this page's customer side instead shows the cloud marketplaces and channel partners that actually move its sales - led by AWS Marketplace, where CrowdStrike became the first cloud-native cybersecurity vendor to top $1 billion in annual sales.
Supply-chain dependency
Companies CRWD relies on to design, manufacture, package, and assemble its hardware.
CrowdStrike's own 10-K names AWS as a primary third-party data center it relies on to host and operate the Falcon platform, warning that any disruption to this infrastructure could affect the platform's performance and reliability.
Falcon's endpoint sensor runs as a kernel-level driver on Microsoft Windows - the exact architectural dependency behind the July 2024 global outage, when a bad Falcon content update crashed roughly 8.5 million Windows devices, per Microsoft's own figure.
CrowdStrike's Charlotte AI agentic-security features run on NVIDIA infrastructure and Nemotron models under a publicly announced partnership between the two companies.
Not a single company. CrowdStrike's own 10-K discloses reliance on third-party colocation data centers alongside AWS to host and operate the Falcon platform.
Customer concentration
CrowdStrike's own 10-K states plainly that its business "is not dependent on any particular end customer," reflecting a broadly diversified enterprise and government subscriber base with no material concentration. Rather than force a misleading chart of named accounts, this shows the distribution channels CrowdStrike itself has disclosed as concentrated points of leverage - cloud marketplaces, led by AWS Marketplace, where CrowdStrike topped $1 billion in sales in calendar 2024, and its broader partner-first channel network.
CrowdStrike became the first cloud-native cybersecurity ISV to exceed $1 billion in sales through AWS Marketplace in calendar 2024, with deals transacted through the marketplace running about 4x larger on average and 91% year-over-year growth, per CrowdStrike's own announcement.
CrowdStrike lists Falcon on Azure Marketplace as a secondary cloud-marketplace sales channel, though without a disclosed dollar figure comparable to its AWS Marketplace milestone.
Falcon Cloud Security is also listed on Google Cloud Marketplace, the smallest and most recent of CrowdStrike's three hyperscaler marketplace channels.
Not a single company. CrowdStrike describes a "partner-first" go-to-market strategy built on a broad network of resellers, managed security service providers, and systems integrators rather than concentrated direct sales to a handful of named accounts.
The percentages shown are editorial estimates based on public research (company disclosures, earnings commentary, and industry reporting) meant to illustrate relative reliance, not precise or audited figures. Companies without a proper, reliably tradable ticker on this site are shown without stock/earnings links. This is not financial advice.
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