Cybersecurity
Endpoint and Data Security
XDR ARR
CrowdStrike FY2026 ending ARR $5.25B versus SentinelOne Q3 FY2026 ARR $1.06B. Microsoft Defender is not disclosed.
CrowdStrike Ending ARR
Path through $5B. FY2026 $5.25B on $1.01B of net new ARR, the first $1B net-new year.
SentinelOne ARR
Second public XDR. Q3 FY2026 ARR $1.055B, 1,572 customers above $100k ARR.
Rubrik Subscription ARR
Cyber resilience, not EDR. Q3 FY2026 subscription ARR $1.35B, +34%.
Varonis ARR
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.
