Cybersecurity
Endpoint and Data Security
Extended detection annual recurring revenue
CrowdStrike FY2026 ending ARR $5.25B versus SentinelOne Q3 FY2026 ARR $1.06B. Microsoft Defender is not disclosed.
CrowdStrike ending annual recurring revenue
Path through $5B. FY2026 $5.25B on $1.01B of net new ARR, the first $1B net-new year.
SentinelOne annual recurring revenue
Second public XDR. Q3 FY2026 ARR $1.055B, 1,572 customers above $100k ARR.
Rubrik subscription annual recurring revenue
Cyber resilience, not EDR. Q3 FY2026 subscription ARR $1.35B, +34%.
Varonis annual recurring revenue
DSPM / data security. YE2025 ARR $745M, 86% SaaS after term-license conversion.
Tenable vs Qualys
Exposure management versus cloud VM. Tenable FY2025 $999M and $1.05B billings. Qualys $669M.
CrowdStrike Module Adoption
Share of subscription customers, excluding Falcon Go, with six or more cloud modules. 48% in Q1 FY2026, 51% in Q1 FY2027. Platformization of the install, not ending ARR.
SentinelOne Enterprise Multi-Solution Attach
Of enterprise customers (1,000-plus employees), 65% had three or more Singularity solutions in FY2026, from 39% in FY2025. Nested rates, not stacked.
| Period | 3 or more solutions | 4 or more solutions | 5 or more solutions |
|---|---|---|---|
| FY2024 | 31% | 13% | 4% |
| FY2025 | 39% | 19% | 9% |
| FY2026 | 65% | 42% | 22% |
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