CrowdStrike Holdings and Kroll announced a multi‑year strategic partnership on December 2, 2025 that will migrate protection for more than 500,000 endpoints to CrowdStrike’s Falcon platform, leveraging Falcon Complete Next‑Gen MDR through the Falcon Complete for Service Providers program.
The agreement consolidates Kroll’s legacy MDR tools onto CrowdStrike’s single‑agent, AI‑native platform, enabling faster, more effective detection, investigation and remediation. CrowdStrike’s real‑time detection engine and automated response capabilities are projected to cut mean time to respond by 75 % and resolve over 13 million detections annually, a performance lift that builds on the company’s 22 % year‑over‑year revenue growth and 23 % ARR expansion reported in Q3 2025.
The partnership expands CrowdStrike’s managed services footprint and positions the company to capture a larger share of the growing MDR market. By combining Kroll’s global advisory expertise with CrowdStrike’s cloud‑native security stack, the deal delivers a unified, AI‑driven protection layer across enterprise environments, reinforcing CrowdStrike’s strategy of scaling its AI platform and deepening its service‑provider relationships.
Q3 2025 earnings showed non‑GAAP EPS of $0.96, beating the consensus estimate of $0.94 by $0.02, and revenue of $1.23 billion, surpassing the $1.21 billion estimate by $0.02 billion. The EPS beat was driven by disciplined cost control and a favorable mix of high‑margin AI‑platform contracts, while the revenue beat reflected strong demand for CrowdStrike’s security solutions and incremental sales from the new partnership, which is expected to add recurring revenue streams.
David Burg, Kroll’s Global Group Head of Cyber and Data Resilience, said, “Kroll’s mission is to protect, restore, and maximize value for our clients, and we look forward to continuing to fulfill this commitment in partnership with CrowdStrike.” Tom Etheridge, CrowdStrike’s Chief Global Services Officer, added, “This partnership represents where the industry is headed, combining world‑class expertise with AI‑native technology to deliver faster, smarter, full‑cycle protection. Together, we are raising the bar for what organizations should expect from managed detection and response.”
Market reaction to the earnings was muted, reflecting that investors had already priced in strong execution and high expectations. Analysts noted that the modest EPS and revenue beats, while positive, were not large enough to shift the company’s valuation narrative, but the partnership and continued growth in ARR signal confidence in CrowdStrike’s long‑term trajectory.
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