Verizon vs CrowdStrike

Verizon Communications Inc. and CrowdStrike Holdings, Inc. are compared on this page across business models, financial performance, and market context in a neutral, accessible manner. The content aims to inform without speculation or endorsements, focusing on clear explanations of how each company operates within its sector. Educational content, not financial advice.

Verizon Communications Inc. and CrowdStrike Holdings, Inc. are compared on this page across business models, financial performance, and market context in a neutral, accessible manner. The content aims...

Comparison Snapshot

Key Financial Metrics

VZ

Metric

CRWD

$167.05B

Market Cap

$118.07B

20.98%

Potential Profit

14.34%

Hold

Analyst Rating

Buy

Why It's Moving

Verizon Seals $20B Frontier Deal, Supercharging Fiber Ambitions Amid Telecom Rally

Acquisition completion hands Verizon instant scale in fiber, targeting 40 million passings by 2028 and billions in Frontier synergies to boost margins.
New leadership and price-lock promotions reversed subscriber losses, with 44,000 net phone adds signaling renewed customer loyalty.
Strategic 5G partnerships and fixed wireless growth project 8-9 million FWA subscribers by 2028, tapping high-margin demand without heavy installs.

Sentiment:

🐃Bullish

CrowdStrike Shares Climb After Earnings Beat Signals Robust Cloud Security Demand

Q4 EPS hit $0.96, topping the $0.94 consensus by $0.02, while revenue jumped 21.8% year-over-year to $1.23 billion.
Management issued upbeat FY2026 EPS guidance of $3.70–$3.72 and Q4 at $1.09–$1.11, underscoring sustained momentum in cybersecurity services.
Stock rose 1.8% to $453.77 on lighter volume, reflecting market approval even as it trades under 50- and 200-day averages.

Sentiment:

🐃Bullish

Verizon Seals $20B Frontier Deal, Supercharging Fiber Ambitions Amid Telecom Rally

Acquisition completion hands Verizon instant scale in fiber, targeting 40 million passings by 2028 and billions in Frontier synergies to boost margins.
New leadership and price-lock promotions reversed subscriber losses, with 44,000 net phone adds signaling renewed customer loyalty.
Strategic 5G partnerships and fixed wireless growth project 8-9 million FWA subscribers by 2028, tapping high-margin demand without heavy installs.

Sentiment:

🐃Bullish

CrowdStrike Shares Climb After Earnings Beat Signals Robust Cloud Security Demand

Q4 EPS hit $0.96, topping the $0.94 consensus by $0.02, while revenue jumped 21.8% year-over-year to $1.23 billion.
Management issued upbeat FY2026 EPS guidance of $3.70–$3.72 and Q4 at $1.09–$1.11, underscoring sustained momentum in cybersecurity services.
Stock rose 1.8% to $453.77 on lighter volume, reflecting market approval even as it trades under 50- and 200-day averages.

Sentiment:

🐃Bullish

Investment Analysis

Verizon

VZ

Pros

Verizon maintains a stable dividend yield, appealing to income-focused investors seeking consistent returns.
The company holds a leading position in the US telecommunications market with a large subscriber base.
Verizon's normalized price-to-earnings ratio is lower than many peers, suggesting relative value in its sector.

Considerations

Verizon faces intense competition from rivals, which pressures pricing and slows subscriber growth.
The company's quick and current ratios indicate limited short-term liquidity compared to industry averages.
Revenue growth has been sluggish, reflecting challenges in expanding beyond traditional telecom services.

CrowdStrike

CRWD

Pros

CrowdStrike continues to report strong annual recurring revenue growth, driven by demand for cloud cybersecurity.
The company's platform has gained significant market share, outpacing many competitors in recent periods.
CrowdStrike maintains a robust balance sheet with high cash reserves and strong profitability metrics.

Considerations

CrowdStrike's valuation is elevated compared to the broader market, increasing sensitivity to growth disappointments.
The stock exhibits higher volatility, making it riskier for conservative or short-term investors.
Cybersecurity sector competition is intensifying, which could pressure margins and customer retention.

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