George Courts, CEO and founder of Croldstrike, says cybersecurity is more than just a program.
“What we do in Crowdstrike is old like time,” he said. luck. “It is good for evil. It is a human nature that is embodied in technology.”
It is a more urgent and complicated battle than ever, like Ascension of artificial intelligence The number of electronic threats and online criminals has been enlarged. This makes M&A a long-term feature for the cybersecurity sector-more than ever. Certainly, some of the largest deals in 2025 were in the field of the Internet Gain $ 25 billion from Cyberark To the proposed Google Gain $ 32 billion from Wiz.
Croldstrike, which was published in 2019, is also a long -term preparation, and today announced its acquisition of the start of the Data Observatory Onum for about $ 290 million. Croldstrike also announced today Q2 2025 ProfitsOvercoming expectations, but providing more revenue expectations that are expected to send their shares to a decrease of approximately 4 % after trading hours.
Cortz spoke exclusively luck About the onum deal and the Crowdstrike M&A Strategy.
He said: “We love getting things in the right theater.” “When you look at some of these other acquisitions, such as Cyberark, you are talking about a 20 -year -old technology company with a lot of integration risk. These are big companies, and I have seen the movie before. When I was in CoexistWe have acquired 21 companies, and we never merged … so, when it comes to this, we focus obsessly on customer experience, to make sure that we are disciplined enough to integrate these things. We have a busy record in doing this. ”
Onum is one of the early Crowdstrike deals since last year I imposed power outagesAnd, who says Curtz did not go out of its course of integration and purchases, but it has made a temporary stop. In the aftermath, Croldstrike placed a high tape and refrained from closing any deals, while continuing to speak to companies and businessmen, and VCS, while maintaining the fusion and purchase pipeline, Curtz said. Onum deal eventually gathered within three months. The Madrid startup company was important to the Dawn Capital and Insight Partners among its VC supporters, especially for the blasphemy to discover pipelines in the actual time-the ability to analyze threats or homosexuality and discover data while eating the company’s systems.
“If you think about the data we have, we started to become the safety data of all these artificial intelligence models,” said Kurtz. “The higher the number of data we get, the greater the number of trench that we already have, and the more the opportunity to solve the larger and broader problems from the artificial intelligence perspective. This really drives our vision of the original SOC center (AI-NATIVE). It is a natural extension.”
In part, this is looking towards a future full of artificial intelligence factors.
“Our goal is to secure every agent of Amnesty International,” said Curtz. “Well, what is the artificial intelligence agent? Artificial intelligence agent is basically a supernatural person. He has access to data. He has an identity, although he may be a non -human identity. He can access the workflow, and he has the ability to access the systems outside your own boundaries … so, all this exposure that we protect.
In many ways, Onum is a classic Crowdstrike. Since 2017, Crowdstrike has acquired eight companies, including Humio in 2021 for $ 400 million and flow security in 2024 for $ 200 million.
“There are some companies that are clearly valuable,” said Curtz. “I think some of these companies do not realize that they have started moving to Zombieland: You are looking at the evaluation of the last round, and it may be great for them, but it is expensive and is necessarily implemented for many companies, even for us … Therefore, you start hitting these great additions in the millions of evaluation with anything else. The value, and this value accumulates on the shareholders of Crowdstrike.”
In the end, the goal remains the same – security, and the bad guys (who now have more weapons to play with them) are still fighting.
“With GEN AI, we destroy the destruction,” Curtz said. “We take a very sophisticated topic that is known for a few people … and now you provide all this experience available to many people … The biggest thing is that you really press the time frame in which good men should be able to deal with these problems, because bad actors move much faster now.”
What is the only thing that Cortz is looking forward to the future?
“We know that there is a greater need for safety tomorrow than it is today,” he said.
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