Cybersecurity is framed as a human struggle embodied in technology, with AI increasing the volume and sophistication of threats and threat actors. Mergers and acquisitions have become high-stakes across the sector, illustrated by major 2025 deals such as Palo Alto Networks’ acquisition of CyberArk and Google’s proposed Wiz purchase. CrowdStrike, public since 2019 and an active acquirer, announced the purchase of data observability startup Onum for about $290 million and reported Q2 2025 earnings that beat expectations but included a softer revenue outlook, prompting an after-hours share decline. CrowdStrike emphasizes acquiring companies at the right stage and disciplined integration to protect customer experience.
"When you look at some of these other acquisitions, like CyberArk, you're talking about a 20-year-old technology company with a lot of integration risk. These are big companies, and I've seen the movie before. When I was at McAfee, we acquired 21 companies, and never quite got them integrated... So, when it comes down to it, we're maniacally focused on the customer experience, on making sure we're disciplined enough to get this stuff integrated. We have a great track record of doing that."
"What we do at CrowdStrike is as old as time,"
"It's good versus evil. It's a human nature story embodied in technology."
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