Texas Instruments vs CrowdStrike

Texas Instruments vs CrowdStrike offers a neutral comparison of two major technology firms. This page compares business models, financial performance, and market context to help readers understand strategic positions without making recommendations. Educational content, not financial advice.

Texas Instruments vs CrowdStrike offers a neutral comparison of two major technology firms. This page compares business models, financial performance, and market context to help readers understand str...

About The Companies

Texas Instruments (TXN)

Texas Instruments (TXN) is a long-established semiconductor company best known for analogue and embedded processing chips used across industrial, automotive, consumer and communications equipment. With a market capitalisation of around $164.4 billion, the business is prized for consistent free cash flow, high margins in its analogue franchise and a longstanding programme of dividends and share buybacks. That combination has made it popular with income-oriented investors and those seeking exposure to broad technology demand without pure-play memory or logic cyclicality. Key risks include the semiconductor industry’s cyclical nature, exposure to global supply chains and geopolitical trade tensions, and competition from other analogue and mixed-signal vendors. Financial and operational performance can vary with end-market demand, so valuation, dividend sustainability and capital allocation merit close attention. This summary is for general educational purposes only and is not personal financial advice — values can fall as well as rise and returns are not guaranteed.

CrowdStrike (CRWD)

CrowdStrike Holdings, Inc. (CRWD) is a cloud-native cybersecurity company best known for its Falcon platform, which combines endpoint protection, threat intelligence and response tools delivered as software-as-a-service (SaaS). The business model is subscription-led, generating recurring revenue from customers that range from mid-sized firms to large enterprises. CrowdStrike leverages vast telemetry and machine learning to detect and prevent breaches, and it emphasises rapid deployment and scalability. Market cap is around $126.47B, reflecting investor expectations for continued high growth, but the share price can be volatile and valuation metrics are elevated versus legacy security vendors. Key investor considerations include durable demand for cybersecurity, competition from established and emerging vendors, margin expansion as the company scales, and sensitivity to customer acquisition costs and churn. This is general educational information, not personalised advice; potential investors should weigh growth prospects against valuation and operational risks before deciding.

Comparison Snapshot

Key Financial Metrics

TXN

Metric

CRWD

$163.03B

Market Cap

$127.25B

2.45%

Potential Profit

7.88%

Hold

Analyst Rating

Buy

Why It's Moving

Texas Instruments Boosts Dividend Amid Solid Q3 Results and Steady Sector Tailwinds

Q3 revenue hit $4.74B, topping forecasts by $90M and climbing 14% year-over-year, reflecting robust industrial and automotive chip demand.
Announced quarterly dividend increase to $1.42 per share from $1.36, payable November 12, highlighting strong free cash flow of $2.4B over the trailing 12 months.
Q4 outlook projects revenue of $4.22B–$4.58B and EPS of $1.13–$1.39, as analog sector benefits from steady macro recovery post-earnings.

Sentiment:

⚖️Neutral

CrowdStrike Beats Q3 Expectations with Strong Revenue Growth Amid Surging Cybersecurity Demand

Revenue hit $1.23 billion, exceeding estimates by 1.6% with 22.2% year-over-year growth, while non-GAAP EPS of $0.96 topped consensus by 2%, reflecting resilient subscription momentum.[2][3]
Annual Recurring Revenue (ARR) reached $4.92 billion, averaging 22% growth over recent quarters, highlighting investors' confidence in the platform's long-term value.[2]
Guidance for next quarter points to $1.30 billion in revenue, aligning closely with Wall Street views and supporting ongoing expansion in a high-risk cyber environment.[2]

Sentiment:

🐃Bullish

Texas Instruments Boosts Dividend Amid Solid Q3 Results and Steady Sector Tailwinds

Q3 revenue hit $4.74B, topping forecasts by $90M and climbing 14% year-over-year, reflecting robust industrial and automotive chip demand.
Announced quarterly dividend increase to $1.42 per share from $1.36, payable November 12, highlighting strong free cash flow of $2.4B over the trailing 12 months.
Q4 outlook projects revenue of $4.22B–$4.58B and EPS of $1.13–$1.39, as analog sector benefits from steady macro recovery post-earnings.

Sentiment:

⚖️Neutral

CrowdStrike Beats Q3 Expectations with Strong Revenue Growth Amid Surging Cybersecurity Demand

Revenue hit $1.23 billion, exceeding estimates by 1.6% with 22.2% year-over-year growth, while non-GAAP EPS of $0.96 topped consensus by 2%, reflecting resilient subscription momentum.[2][3]
Annual Recurring Revenue (ARR) reached $4.92 billion, averaging 22% growth over recent quarters, highlighting investors' confidence in the platform's long-term value.[2]
Guidance for next quarter points to $1.30 billion in revenue, aligning closely with Wall Street views and supporting ongoing expansion in a high-risk cyber environment.[2]

Sentiment:

🐃Bullish

Which Baskets Do They Appear In?

The U.S. Semiconductor Surge

Texas Instruments is opening a new U.S. factory to produce iPhone chips for Apple, a move that strengthens the domestic supply chain. This creates a ripple effect, boosting demand for American companies that supply manufacturing equipment and advanced materials to the semiconductor industry.

Published: August 23, 2025

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Chipmakers Capitalizing On Intel's Pivot

Intel is undergoing a major restructuring, including significant layoffs and scaling back investments in new chip factories. This strategic pivot could create opportunities for its competitors to capture market share and expand their own manufacturing capabilities.

Published: July 25, 2025

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Published: July 1, 2025

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Which Baskets Do They Appear In?

The U.S. Semiconductor Surge

Texas Instruments is opening a new U.S. factory to produce iPhone chips for Apple, a move that strengthens the domestic supply chain. This creates a ripple effect, boosting demand for American companies that supply manufacturing equipment and advanced materials to the semiconductor industry.

Published: August 23, 2025

Explore Basket

Chipmakers Capitalizing On Intel's Pivot

Intel is undergoing a major restructuring, including significant layoffs and scaling back investments in new chip factories. This strategic pivot could create opportunities for its competitors to capture market share and expand their own manufacturing capabilities.

Published: July 25, 2025

Explore Basket

Dubai's Flying Taxis

Joby Aviation's successful flights in Dubai are taking air taxis from sci-fi to reality. These carefully selected companies represent the entire urban air mobility ecosystem, from aircraft manufacturers to the technology providers making sky transport possible.

Published: July 1, 2025

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Published: May 24, 2025

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Investment Analysis