This comparison of CrowdStrike (CRWD) and Fastly (FSLY) notes that CrowdStrike's revenue grew about 21.7% to nearly $4.8 billion in the fiscal year ended Jan. 31, 2026, but it posted a net loss of roughly $162.5 million as it invested in customer remediation after a mid-2024 incident. Fastly's revenue reached approximately $624.0 million in 2025, up 14.8%, with a net loss of nearly $121.7 million and a net margin of negative 19.5%, improved from negative 29.1%. Its ten largest customers, including TikTok and Jio Platforms, account for a significant portion of revenue. Based on sales and earnings multiples, the article views Fastly as the more affordable stock, while CrowdStrike trades at a premium. The author favors CrowdStrike, arguing it keeps winning enterprise AI security business at scale.
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