The article compares CrowdStrike and SentinelOne, two AI-driven cybersecurity companies. CrowdStrike reported FY 2026 revenue of nearly $4.8 billion, up about 21.7%, with a net loss of nearly $162.5 million, while SentinelOne posted revenue close to $1.0 billion, up about 21.9%, and a net loss of nearly $450.7 million. The author favors CrowdStrike, citing a record free cash flow and a substantially raised full-year outlook in Q2 fiscal 2027, while noting SentinelOne's improving operating leverage. The article warns that stock-based compensation equalled about 68% of CrowdStrike's operating cash flow and 388.4% of SentinelOne's, inflating reported cash generation.
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