{"id":226062,"date":"2026-06-04T11:23:00","date_gmt":"2026-06-04T15:23:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/04\/crowdstrike-palo-alto-networks-defy-estimates-as-ai-fuels-cyber-demand\/"},"modified":"2026-06-04T11:30:10","modified_gmt":"2026-06-04T15:30:10","slug":"crowdstrike-palo-alto-networks-defy-estimates-as-ai-fuels-cyber-demand","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/04\/crowdstrike-palo-alto-networks-defy-estimates-as-ai-fuels-cyber-demand\/","title":{"rendered":"CrowdStrike, Palo Alto Networks defy estimates as AI fuels cyber demand"},"content":{"rendered":"

CrowdStrike, Palo Alto Networks defy estimates as AI fuels cyber demand<\/a><\/p>\n

https:\/\/www.cybersecuritydive.com\/news\/crowdstrike-palo-alto-networks-ai-cyber-demand\/821999\/<\/a><\/p>\n

Publish Date: 2026-06-04 11:23:00<\/a><\/p>\n

Source Domain: www.cybersecuritydive.com<\/a><\/p>\n

Author: <\/a><\/p>\n

Using an unordered list, summarize the following article with between 4 and 8 key points. <\/p>\n

CrowdStrike reported better-than-expected earnings during the fiscal first quarter, as accelerating demand for AI is pushing more enterprises to focus on tighter cybersecurity controls.\u00a0
\nCrowdStrike CEO George Kurtz said demand for AI and the introduction of Anthropic\u2019s Mythos created an inflection point that demonstrated to the market that cybersecurity is an essential part of the AI ecosystem.\u00a0
\n\u201cAI has now directly entered the world of cybersecurity across two dimensions,\u201d Kurtz said during the company earnings call Wednesday. \u201cFirst, you need cybersecurity to secure AI itself. Deploying AI across the enterprise is simply too risky without cybersecurity from the start.\u201d<\/p>\n

Secondly, Kurtz added that accelerated AI use has created an explosion in \u201cgreenfield attack surfaces\u201d that require cybersecurity to operate in a secure manner. For example, he referenced neoclouds, data centers, hyperscalers and GPUs.
\nThe company said revenue increased 26%, to $1.39 billion, during the fiscal first quarter ended April 30, compared with year-ago revenue of $1.1 billion.\u00a0
\nAdjusted earnings reached $283.4 million, or $110 a share, during the quarter, compared with $184.7 million, or 73 cents, in the year-ago period.\u00a0
\nAnnual recurring revenue (ARR), a key metric of growth among cybersecurity companies, rose 24% to reach $5.5 billion. CrowdStrike reported record net new ARR growth of $256 million in the latest quarter, an increase of 32% year over year.
\nThe company raised estimates for full-year, net new ARR growth to nearly 28%. The company\u2019s share price was down more than 7%, to $693.40, on Thursday morning.\u00a0
\nPalo Alto\u2019s sales soar
\nOn Tuesday, CrowdStrike rival Palo Alto Networks reported a 31% increase in revenue, to $3 billion, during the company\u2019s fiscal third quarter.\u00a0
\n\u201cThese results are materializing as AI fundamentally redefines the enterprise tech stack, elevating cybersecurity to a mission-critical priority for every organization,\u201d Nikesh Arora, chairman and CEO of Palo Alto Networks, said during his company conference call on Tuesday.
\nShares of Palo Alto Networks were down more than 3% on Thursday morning, to $270.98.\u00a0<\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

CrowdStrike, Palo Alto Networks defy estimates as AI fuels cyber demand https:\/\/www.cybersecuritydive.com\/news\/crowdstrike-palo-alto-networks-ai-cyber-demand\/821999\/ Publish Date: 2026-06-04…<\/p>\n","protected":false},"author":1,"featured_media":226064,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/imgproxy.divecdn.com\/xHBqFwiAAsGWvuhkNmDdcXoTV4OWjUHK_KE4gvZqrvU\/g:ce\/rs:fit:770:435\/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9JTUdfMjIxNS5KUEc=.webp","fifu_image_alt":"","footnotes":""},"categories":[15],"tags":[26,24],"class_list":["post-226062","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cybersecurity","tag-ai","tag-cybersecurity"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/226062"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=226062"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/226062\/revisions"}],"predecessor-version":[{"id":226066,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/226062\/revisions\/226066"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/226064"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=226062"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=226062"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=226062"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}