CrowdStrike Holdings, Inc. (CRWD)
CrowdStrike delivers cloud-native endpoint and cloud-workload cybersecurity through its Falcon platform.
CRWD vs ORCL: how the two businesses compare
CrowdStrike (CRWD) and Oracle (ORCL) do not both have comparable annual revenue in the SEC XBRL snapshot, so this comparison rests on business descriptions, classifications, and filings. Both file with the SEC under the same industry code, SIC 7372 (Services-Prepackaged Software).
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Information Technology
- Prepackaged Software
- Same classification
- Different
- CRWD January 31 · ORCL May 31
- Jun 22, 2026
CRWD vs ORCL: quick comparison
| Company fact | CRWD | ORCL |
|---|---|---|
| Company | CrowdStrike Holdings, Inc. | Oracle Corporation |
| Exchange | NASDAQ | NYSE |
| Headquarters | — | Austin, Texas |
| Founded | — | 1977 |
| SEC industry | Services-Prepackaged Software | Services-Prepackaged Software |
| Fiscal year-end | January 31 | May 31 |
| Latest annual filing | 10-K · 2026-03-05 | 10-K · 2026-06-22 |
Where CRWD and ORCL overlap, and where they don't
Overlap
- Same SEC industry: both report under SIC 7372, Services-Prepackaged Software.
- Shared research theme: Artificial intelligence.
Differences
- Offset fiscal calendars: CRWD's year ends January 31 and ORCL's May 31, about 4 months apart.
- CRWD reported a net loss of $161M in its fiscal year ended Jan 2026.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Oracle Corporation (ORCL)
Oracle runs one of the world's most widely used database platforms and has pivoted aggressively into cloud infrastructure and applications. Its cloud regions have become a favored home for large AI training workloads.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves CRWD
We have not yet published a company-specific driver list for CRWD. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-03-05.
What moves ORCL
- Oracle Cloud Infrastructure capacity additions and data-center build-out
- Migration of software support customers to cloud applications and infrastructure
- Renewal of software support contracts on the installed license base
- Capital spending and borrowing to fund data-center expansion
The investment question
You now know how CRWD and ORCL are classified, when their fiscal years end, and where their exposures overlap. Those are the facts. The investment question is what each share price already assumes about their exposure to artificial intelligence, including “Oracle Cloud Infrastructure capacity additions and data-center build-out” at ORCL, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. CRWD's fiscal year ends January 31, while ORCL's ends May 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 18 matched transaction rows for CRWD and 48 matched transaction rows for ORCL. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
CRWD primary filings
ORCL primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
CRWD vs ORCL FAQs
Are CRWD and ORCL direct competitors?
CrowdStrike and Oracle share the SEC industry classification “Services-Prepackaged Software.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Which is better, CRWD or ORCL?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this CRWD vs ORCL comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers CrowdStrike Holdings, Inc. and Oracle Corporation tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
CRWD vs ORCL compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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