日本网络安全公司CrowdStrike分析报告-外文版培训课件2024.7

COMPANIES

&

PRODUCTSCrowdStrikeCHAPTER

01OverviewInformationsecurityproductsandservicesmarketrevenueworldwidefrom2011to2023(inbillionU.S.dollars)Totalrevenueglobalinformationsecuritymarket2011-2023200180160140188.1172.5150.41133.78120.93114.15120101.5410082.2375.68060402007267.261.8552011201220132014201520162017201820192020202120222023*3Description:Theinformationsecuritymarkethasincreasedconsiderablyoverthepastyears.In2023,therevenueofthesecuritytechnologyandservicesmarketworldwideisexpectedtopeakat188.1billionU.S.dollars.Informationsecurityreferstothepracticeofmanagingaccesstoinformation,whetherthatissecuringinformationfromunauthorizedaccessorverifyingtheidentityofthosewhoclaimtohaveauthoritytoaccessinformation.Asboththenumberofpossiblethreatsandawareness[...]

ReadmoreNote(s):Worldwide;2011to2023;*Forecast.ReadmoreSource(s):GartnerInformationsecurityspendingworldwidefrom2017to2024,bysegment(inmillionU.S.dollars)Totalspendingonglobalinformationsecuritymarket2017-2024,bysegmentApplicationsecurityIdentityaccessmanagementSecurityservicesCloudsecurityInfrastructureprotectionConsumersecuritysoftwareDataprivacyIntegratedriskmanagementDatasecurityNetworksecurityequipment250,000200,000150,000100,00050,000020172018201920202021202220232024*4Description:Globalspendingoninformationsecurityhasbeengrowingfrom2017to2023,increasingfromjustunder100billionU.S.dollarsin2017toalmost200billionU.S.dollarsin2023.Mostspendinghasconcentratedinsecurityservices,infrastructureprotection,andnetworksecurityequipment.Spendingonsecurityservicesisexpectedtoreachnearly90billionU.S.dollarsby2024.ReadmoreNote(s):Worldwide;2017to2023;*ForecastReadmoreSource(s):GartnerITsecurityspendinggrowthrateworldwidein2024,bysegmentGlobalITsecurityspendinggrowth2024,bysegmentAnnualgrowthrate0%5%10%15%20%25%24.7%24.6%30%CloudsecurityDataprivacyInfrastructureprotectionDatasecurity17.5%17.4%Applicationsecurity15.7%14.8%13.9%IdentityaccessmanagementNetworksecurityequipmentSecurityservices11.3%10.4%IntegratedriskmanagementConsumersecuritysoftwareOtherinformationsecuritysoftware6.4%26.4%5Description:Accordingtothesource,cloudsecuritywasexpectedtogrowbynearly25percentfrom2023to2024,makingitthefastestgrowingsegmentintheITsecuritymarket,largelyduetothegrowingdemandforcloudsolutionsasanincreasingnumberofcompaniesmigratetothecloud.Overall,thesourceexpectsthetotalITsecurityspendingtoincrease14.3percentin2024comparedto2023.ReadmoreNote(s):Worldwide;2023Source(s):GartnerSizeofcybersecurityworkforceworldwidein2023,bycountry(in1,000s)Numberofcybersecurityprofessionalsworldwide2023,bycountryNumberofprofessionalsinthousands02004006008001,0001,2001,4001,600UnitedStatesBrazil1,338.51749.48Mexico536.03Germany455.95480.66JapanUnitedKingdomSouthKoreaFrance367.3263.77217.19SpainSouthAfricaCanada182.14177.8157.32144.3138.86UnitedArabEmiratesAustralia6Description:Thenumberofprofessionalsworkinginthecybersecurityindustrywasestimatedtobeover1.3millionintheUnitedStatesin2023.Thenumberofcybersecurityprofessionalsgloballystoodat5.45million,upfrom4.6millionin2022.Cybersecurityreferstothepracticeofprotectingcomputerinformationsystems,hardware,networks,anddatafromcyberattacks.Asawarenessofcyberthreatsisrising,soisthesizeoftheglobalcybersecuritymarket.

ReadmoreNote(s):Worldwide;2023Source(s):ISC2Leadingcybersecuritycompaniesworldwidein2024,bymarketcapitalization(inbillionU.S.dollars)Leadingcybersecuritycompaniesworldwide2024,bymarketcapMarketcapitalizationinbillionU.S.dollars0102030405060708090100PaloAltoNetworksCrowdStrikeFortinet87.0877.454.41CloudflareZscaler31.9627.92CheckPointSoftwareLeidos19.2117.4117.1OktaAkamai16.45GenDigital14.057Description:Inrecentyears,cybersecurityhasbecomeatopicofcrucialimportance.Thistrendhasbroughtwithittheemergenceofmultibillion-dollarcompaniessuchasPaloAltoNetworks,CrowdStrike,andFortinet.In2024,California-basedPaloAltowasthemostvaluablecompanyinthecybersecuritysector,withamarketcapitalizationexceeding87billionU.S.dollars.Amongthe10leadingcybersecurityfirmsintermsofmarketcapitalization,ninewerebasedintheUnitedStates.ReadmoreNote(s):Worldwide;April2024Source(s):CompaniesMarketCCHAPTER

02FinancialsCrowdStrike'stotalglobalrevenuefromFY2017toFY2024(inmillionU.S.dollars)TotalglobalrevenueofCrowdStrike2017-20243,5003,0002,5002,0001,5001,0003,055.552,241.241,451.59874.442021481.412020500249.822019118.7552.752017020182022202320249Description:CrowdStrikeHoldings,Inc.-anAmericancybersecuritytechnologythatprovidesendpointsecurity,cloudsecurity,andITsolutions-hasseenatremendousincreaseinitsrevenuebetweenthefiscalyears2017and2024.Inthe2017fiscalyear,CrowdStrike'srevenuewasonly52.75millionU.S.dollars,whereasin2024,thecompanypeakeditsrevenueataroundthreebillionU.S.dollars.ReadmoreNote(s):Worldwide;2017to2024Source(s):CrowdStrikeCrowdStrike'srevenuefromFY2017toFY2024,bysegment(inmillionU.S.dollars)SegmentrevenueofCrowdStrike2017-2024SubscriptionProfessionalservices3,5003,0002,5002,0001,5001,000185129.572,870.5692.062,111.6669.771,359.5450045.09436.32804.6730.4226.18219.4201914.85201792.572018037.92020202120222023202410Description:CrowdStrikeHoldings,Inc.,anAmericancybersecuritytechnologythatprovidesendpointsecurity,cloudsecurity,andITsolutions,breaksdownitsrevenueintotwomainsegments:subscriptionandprofessionalservices.Duringtheperiodunderconsideration,CrowdStrikebroughtinmorerevenuethroughitssubscriptionthanthroughitsprofessionalservices.Thiscanbeviewedespeciallythroughthe2024data,wheretherevenueforsubscriptionexceeded2.8billionU.S.dollars,while[...]

ReadmoreNote(s):Worldwide;2017to2024Source(s):CrowdStrikeCrowdStrike'sgrossprofitfromFY2021toFY2024(inmillionU.S.dollars)GrossprofitofCrowdStrike2021-20242,5002,299.832,0001,5001,0005001,640.011,068.37644.892021020222023202412Description:CrowdStrikeHoldings,Inc.,anAmericancybersecuritytechnologythatprovidesendpointsecurity,cloudsecurity,andITsolutions,maintainedasignificantincreaseingrossprofitbetween2021and2024.Thecompany'sgrossprofitpeakedin2024ataround2.3billionU.S.dollars.ReadmoreNote(s):Worldwide;2021to2024Source(s):CrowdStrikeCrowdStrike'snetincome/lossfromFY2017toFY2024(inmillionU.S.dollars)Netincome/lossofCrowdStrike2017-20241501005089.330-50-100-91.34-92.63-150-200-250-300-135.492018-140.082019-141.782020-183.252023-234.8202220172021202413Description:CrowdStrikeHoldings,Inc.,anAmericancybersecuritytechnologythatprovidesendpointsecurity,cloudsecurity,andITsolutions,hasseenadecreaseinnetlossfromits2020to2021fiscalyear.However,in2022,thecompanyrecordedtheirhighestnetlossessince2020,valuedat234.8millionU.S.dollars,beforerecordinganetincomeofnearly90millionU.S.dollarsin2024.ReadmoreNote(s):Worldwide;2017to2024Source(s):CrowdStrikeCrowdStrike'sresearchanddevelopment(R&D)expensesfromFY2017toFY2024(inmillionU.S.dollars)ResearchanddevelopmentexpensesofCrowdStrike2017-2024900800700600500400300768.5608.36371.28214.672021200130.19202084.55100058.89201839.152017201920222023202414Description:CrowdStrikeHoldings,Inc.-anAmericancybersecuritytechnologythatprovidesendpointsecurity,cloudsecurity,andITsolutions-maintainedasteadyincreaseinresearchanddevelopment(R&D)expensesbetween2017and2024.Thecompany'sspendingonR&Dpeakedin2024ataround768millionU.S.dollars.ReadmoreNote(s):Worldwide;2017to2024Source(s):CrowdStrikeNumberofemployeesofthecompanyCrowdStrikeHoldingsfrom2019to2024(in1,000s)NumberofemployeesofthecompanyCrowdStrikeHoldings2019-20249876547.937.277.274.963.3932102.3120192020202120222023202415Description:In2024,thenumberofemployeesofthecompanyCrowdStrikeHoldingsheadquarteredintheUnitedStatesstoodatnearlyeightthousandpeople,reachingapeakthatyear.Notably,thenumberofemployeesforthiscompanycontinuouslyincreasedoverthelastyears.ReadmoreNote(s):Worldwide,UnitedStates;2019to2024Source(s):CrowdStrike;CompanyInsightsCHAPTER

03EndpointsecurityForecastrevenuefromendpointsecuritymarketworldwidefrom2024to2028(inmillionU.S.dollars)Endpointsecuritymarketsizeworldwide2024-202840,00035,00030,00036,59529,75224,18925,00019,82720,00015,00010,0005,000016,2522024*2025*2026*2027*2028*17Description:Theglobalendpointsecuritymarketisprojectedtoreach16.25billionU.S.dollarsin2024.Themarketisprojectedtocontinuegrowing,amountingtomorethan36billionU.S.dollarsin2028.ReadmoreNote(s):Worldwide;2024;*ForecastReadmoreSource(s):TheRadicatiGroupVendorshareintheendpointprotectionsoftwaremarketworldwidein2024Endpointprotectionsoftwaremarketshareworldwide2024,byvendorTrendMicro17.48%SymantecEndpointProtectionOther46.4%12.89%WindowsDefender9.72%McAfeeVirusScan8.99%Crowdstrike4.52%18Description:TrendMicroledtheglobalendpointprotectionsoftwareindustryin2024withamarketshareof17.48percent,followedbySymantecEndpointProtectionandWindowsDefenderwhoaccountedfor12.89and9.72percentofthemarketsharerespectively.Thesourceindicatesthatendpointprotectionsoftwareisusedtodefendendpoints,suchasservers,mobiledevices,andworkstationsthatareusedtoconnecttoenterprisenetworks.

ReadmoreNote(s):Worldwide;2024Source(s):DatanyzeWhichofthefollowingendpointsecuritytechnologiesarecurrentlyinuseorplannedforacquisition(within12months)byyourorganization?Companies'endpointsecuritydeploymentstatusworldwide2024,bytechnologyShareofrespondentsCurrentlyinusePlannedforacquisition0%

20%Noplans40%60%80%24%100%5.7%120%Basicanti-virus/anti-malware(threatsignatures)Dataloss/leakprevention(DPL)70.3%59.1%30.2%10.7%11.9%9.5%Endpointdetectionandresponse(EDR)57.7%54.9%30.4%35.6%32.5%33.4%EPP/Advancedanti-virus/anti-malware(machinelearning,behaviormonitoring,sandboxing)Browserorinternetisolation/micro-virtualizationDiskencryption54.7%54%12.8%12.6%15.1%18%Digitalforensics/incidentresolutionDeceptiontechnology/honeypots46.8%37.3%38.1%44.7%19Description:In2024,theendpointsecuritytechnologymostusedbycompaniesworldwidewasbasicanti-virus.Atthesametime,morethan59percentofrespondentsstatedthattheircompanyalreadyuseddataloss/leakprevention(DPL).Moreover,theendpointsecuritytechnologythatmostcompaniesplannedtoacquireinthenext12monthswasdeceptiontechnologyorhoneypots.ReadmoreNote(s):Worldwide;November2023;1,200respondents;RespondentswhohaveanITsecurityjobroleinanorganizationwithmorethan500employeesSource(s):CyberEdge;ISC2Whichofthefollowingapplicationanddata-centricsecuritytechnologiesarecurrentlyinuseorplannedforacquisition(within12months)byyourorganization?Companies'datasecuritydeploymentstatusworldwide2024,bytechnologyShareofrespondentsCurrentlyinuse0%Plannedforacquisition20%Noplans40%60%80%25.7%100%11.5%120%DatabasefirewallWebapplicationfirewall(WAF)62.8%60.8%60%29.8%32.9%9.4%7.1%11%10%APIgateway/protectionDatabaseactivitymonitoring(DAM)55.6%54.3%50.8%48.3%46.9%45.2%44.8%41.4%36%33.4%35.7%35.1%Applicationcontainersecuritytools/platformCloudaccesssecuritybroker(CASB)14.1%Applicationdeliverycontroller(ADC)36.6%39.5%15.1%13.6%16.9%15.9%19%Fileintegrity/activitymonitoring(FIM/FAM)Runtimeapplicationself-protection(RASP)Static/dynamic/interactiveapplicationsecuritytesting(SAST/DAST/IAST)Thirdpartycodeanalysis37.9%39.3%39.6%43.7%Botmanagement20.3%20Description:AsofNovember2023,theapplicationanddata-centricsecuritytechnologymostusedbycompaniesworldwidewasdatabasefirewall.Atthesametime,over60percentofrespondentsstatedthattheircompanyalreadyusedwebapplicationfirewall(WAF).ꢀMoreover,thedatasecuritytechnologythatmostcompaniesplannedtoacquireinthenext12monthswasbotmanagement.ReadmoreNote(s):Worldwide;November2023;1,200respondents;RespondentswhohaveanITsecurityjobroleinanorganizationwithmorethan500employeesSource(s):CyberEdge;ISC2Endpointuseractionstriggeringcyberincidentalertsinworldwideorganizationsin2023Globalcompaniesendpointuseractionscausingcyberincidentalerts2023Shareofrespondents15%0%5%10%20%25%30%CopytoUSBWebUploadFileSync24%21%12%Writeblock3%3%Documentopen21Description:In2023,someactionsofendpointusersatglobalcompaniestriggeredacybersecurityalert.ThemostcommonsuchactionwascopyingfilestoUSB,whichwasrecordedamong24percentoftheendpointusers.Anotheractionconsideredasecuritythreatwasuploadingfilestotheweb,whichwasdetectedby21percentofobservedcompaniesworldwide.ReadmoreNote(s):Worldwide;JanuarytoSeptember2023Source(s):Censuswide;ProofpointShareofendpointvulnerabilitiesworldwideinthefirsthalfof2023,byplatformShareofendpointvulnerabilitiesH12023,byplatformShareofendpointvulnerabilities6%

8%0%2%4%10%12%14%16%AdobeMicrosoftApple13.5%12.4%6.8%Linux5.2%Oracle3.5%Google2.6%22Description:Inthefirstsemesterof2023,Adobewastheplatformwiththebiggestshareofendpointvulnerabilities,at13.5%,followedbyMicrosoftandApple.Googlerankedsixth,withashareofonly2.6percent.

ReadmoreNote(s):Worldwide;2023Source(s):FortinetCHAPTER

04CompetitorsPaloAltoNetworks'revenueworldwidefromFY2015toFY2023(inmillionU.Sdollars)*RevenueofPaloAltoNetworksworldwide2015-20238,0007,0006,0005,0004,0003,0006,892.75,501.54,256.13,408.42,899.62,273.620181,755.12,0001,00001,378.52016928.1201520172019202020212022202324/statistics/1114350/total-revenue-of-palo-alto-networksIn2023,PaloAltoNetworksgenerated6.89billionU.Sdollarsinrevenue.PaloAltoNetworksisacybersecuritycompanyfromtheUnitedStatesthatoffersaplatformtocustomerstoprovidenetworksecurity,endpointprotection,aswellascloudsecurity.ReadmoreNote(s):Worldwide;2015to2023;*FiscalyearendedJuly31ofeachyear.ReadmoreSource(s):PaloAltoNetworksPaloAltoNetworks'revenuefrom2017to2023,bysegment(inmillionU.Sdollars)RevenueofPaloAltoNetworks2017-2023,bysegmentProductSubscriptionandsupport8,0007,0006,0005,0004,0003,0005,314.34,138.43,135.82,344.22,0001,803.41,393.81,046.61,00001,578.420231,363.120221,096.220191,064.220201,120.32021879.82018708.5201725Description:In2023,theCaliforniancompanyPaloAltoNetworksgeneratedabout5.3billionU.Sdollarsinrevenueinsubscriptionandsupport.ThisrepresentedanincreaseofmorethanonebillionU.S.dollarscomparedto2022.

ReadmoreNote(s):Worldwide;2017to2023Source(s):PaloAltoNetworksFortinetrevenueworldwidefrom2019to2023(inmillionU.S.dollars)Fortinetrevenueworldwide2019-20236,0005,304.85,0004,417.44,0003,342.23,0002,594.42,16320192,0001,0000202020212022202326Description:Fortinethasseenagrowthinrevenue2023.Thecompanyhadatotalrevenueof5.30billionU.S.dollarsin2023,upfromthe4.42billionU.S.dollarsinrevenuethatwasgeneratedinthepreviousyear.

ReadmoreNote(s):Worldwide;2019to2023Source(s):FortinetFortinetrevenueworldwidefrom2019to2023,bysegment(inmillionU.S.dollars)Fortinetrevenueworldwide2019-2023,bysegmentProductService6,0005,0004,0003,0002,0003,377.52,636.92,087.21,6781,374.51,0001,927.320231,780.520221,2552021916.42020788.50201927Description:Fortinethasseenagrowthinrevenuethroughto2023.Thecompanyachievedtotalrevenuesof5.30billionU.S.dollarsin2023,withtheServicesegmentgeneratingthebulkofthiswith3.37billionU.S.dollarsrecorded.

ReadmoreNote(s):Worldwide;2019to2023Source(s):FortinetRevenueofCloudflareworldwidefrom2016to2023(inmillionU.S.dollars)Cloudflare'sglobalrevenue2016-20231,4001,2001,0008001,296.75975.24656.43600431400287192.72018200134.9201784.8020162019202020212022202328Description:Cloudflaregeneratednearly1.3billionU.S.dollarsintotalrevenuesinthefiscalyear2023.Cloudflare'stotalrevenuehasgrownsignificantlyoverthemeasuredperiod,increasingbyover1.2billionU.S.dollarssince2016.

ReadmoreNote(s):Worldwide;2016to2023Source(s):CloudflareCloudflare'srevenuebytypeofcustomerfrom2017to2023(inmillionU.S.dollars)Cloudflare'srevenueb