CrowdStrike vs Spotify
This page compares CrowdStrike and Spotify, outlining their business models, financial performance, and market context in a neutral, accessible way. It highlights similarities and differences in strategy, growth, and competitive landscape without making recommendations. Educational content, not financial advice.
This page compares CrowdStrike and Spotify, outlining their business models, financial performance, and market context in a neutral, accessible way. It highlights similarities and differences in strat...
Why It's Moving
CrowdStrike Finds footing amid tech slump as lawsuit dismissal clears path ahead of key earnings.
- U.S. judge dismissed shareholder lawsuit accusing CrowdStrike of false statements on software testing before the 2024 global outage, removing a major overhang.
- Announced acquisitions of Seraphic and SGNL to enhance Falcon platform with advanced identity and security capabilities, expanding enterprise offerings.
- Analysts maintain Moderate Buy consensus with $555 average target, viewing stock as oversold near $413-$440 support ahead of March 3 earnings.
Spotify Dips on Premium Price Hike and CEO Shakeup Amid Analyst Buy Calls
- Premium price hikes aim to fuel revenue growth and profitability, but spark concerns over user retention as Spotify becomes pricier than rivals.
- Leadership transition to new co-CEOs shifts focus to execution on innovation and margins, testing market confidence in the recently profitable business.
- Citi's upgrade to Buy yesterday underscores appealing valuation and stable estimates, countering recent target cuts from peers.
CrowdStrike Finds footing amid tech slump as lawsuit dismissal clears path ahead of key earnings.
- U.S. judge dismissed shareholder lawsuit accusing CrowdStrike of false statements on software testing before the 2024 global outage, removing a major overhang.
- Announced acquisitions of Seraphic and SGNL to enhance Falcon platform with advanced identity and security capabilities, expanding enterprise offerings.
- Analysts maintain Moderate Buy consensus with $555 average target, viewing stock as oversold near $413-$440 support ahead of March 3 earnings.
Spotify Dips on Premium Price Hike and CEO Shakeup Amid Analyst Buy Calls
- Premium price hikes aim to fuel revenue growth and profitability, but spark concerns over user retention as Spotify becomes pricier than rivals.
- Leadership transition to new co-CEOs shifts focus to execution on innovation and margins, testing market confidence in the recently profitable business.
- Citi's upgrade to Buy yesterday underscores appealing valuation and stable estimates, countering recent target cuts from peers.
Investment Analysis
CrowdStrike
CRWD
Pros
- CrowdStrike has demonstrated strong recurring revenue growth with robust new product traction in cybersecurity solutions.
- The company operates a cloud-delivered, subscription-based SaaS platform that protects endpoints, cloud workloads, and identities, supporting scalable future growth.
- CrowdStrike has outperformed many cybersecurity peers in 2025, supported by expanding its presence in Europe and ongoing innovation.
Considerations
- Analyst projections indicate a potential share price decline of around 28% by December 2025, reflecting near-term valuation concerns.
- CrowdStrike continues to report net losses, with a negative earnings per share and a high forward price-to-earnings ratio signaling ongoing profitability challenges.
- Recent insider selling and fluctuations in stock ownership may indicate some uncertainty or lack of confidence among executives about the short-term outlook.
Spotify
SPOT
Pros
- Institutional investors and hedge funds increasingly hold Spotify shares, with notable recent increases in positions suggesting confidence in growth potential.
- Spotify maintains a leading position in music streaming, supported by strong brand recognition and a growing user base.
- The company has been expanding its content library and investing in technology to enhance the user experience, aiming to drive further monetization.
Considerations
- Spotify faces intense competition in the streaming market, putting pressure on subscriber growth and margins.
- Profitability remains a challenge as the company continues significant spending on content acquisition and marketing to maintain market share.
- Macroeconomic factors and regulatory scrutiny around data privacy and content licensing pose ongoing risks to business operations and growth.
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CrowdStrike (CRWD) Next Earnings Date
CrowdStrike (CRWD)'s next earnings date is estimated for March 3, 2026. This report will cover the Q4 fiscal 2026 results, aligning with the company's historical late February to early March reporting pattern for its January fiscal year-end quarter. The date remains unconfirmed by the company, with estimates derived from past schedules.
Spotify (SPOT) Next Earnings Date
Spotify Technology is scheduled to report earnings on February 10, 2026 before market open. The earnings report will cover the fourth quarter of fiscal year 2025. Analysts are forecasting revenue of approximately $4.52 billion with earnings per share of $2.775, representing year-over-year growth of 6.60% and 57.66% respectively. This earnings announcement comes just over a week from the current date.
CrowdStrike (CRWD) Next Earnings Date
CrowdStrike (CRWD)'s next earnings date is estimated for March 3, 2026. This report will cover the Q4 fiscal 2026 results, aligning with the company's historical late February to early March reporting pattern for its January fiscal year-end quarter. The date remains unconfirmed by the company, with estimates derived from past schedules.
Spotify (SPOT) Next Earnings Date
Spotify Technology is scheduled to report earnings on February 10, 2026 before market open. The earnings report will cover the fourth quarter of fiscal year 2025. Analysts are forecasting revenue of approximately $4.52 billion with earnings per share of $2.775, representing year-over-year growth of 6.60% and 57.66% respectively. This earnings announcement comes just over a week from the current date.
Which Baskets Do They Appear In?
Visionary Founders
Invest alongside the original innovators who still lead their companies today. These stocks represent businesses where founding visionaries maintain hands-on leadership, bringing their passion, insight, and long-term commitment to drive exceptional growth.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Visionary Founders
Invest alongside the original innovators who still lead their companies today. These stocks represent businesses where founding visionaries maintain hands-on leadership, bringing their passion, insight, and long-term commitment to drive exceptional growth.
Published: June 17, 2025
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