CrowdStrike’s Amazon tie is doing three jobs at once

CrowdStrike Holdings, Inc. (CRWD) has a notably busy relationship with Amazon.com, Inc. (AMZN). Amazon Web Services (AWS) is not just a name in the partner directory: CrowdStrike (CRWD) says AWS is its primary third-party hosting provider, and Amazon (AMZN) also appears in the company’s distribution map. One counterparty, three jobs. Corporate org charts rarely get this efficient.

CrowdStrike (CRWD) describes the infrastructure arrangement directly in its filing:

"We currently host our Falcon platform and serve our customers using a mix of third-party data centers, primarily Amazon Web Services, Inc., or AWS, and our data centers, hosted in colocation facilities."

CrowdStrike (CRWD) / SEC filing / June 4, 2025

In plain English, Falcon runs across CrowdStrike’s own data centers and outside facilities, with AWS identified as the primary third-party provider. The filing does not quantify how much hosting sits with AWS, but it does name the provider and call out the mix.

Amazon.com, Inc. (AMZN) shows up again when CrowdStrike (CRWD) discusses how it reaches customers:

"In addition to AWS, we bring CrowdStrike to market through Google Marketplace, and starting fiscal year 2027, the Microsoft Marketplace."

CrowdStrike (CRWD) / SEC filing / June 4, 2026

That puts Amazon (AMZN) in both the infrastructure and marketplace portions of the disclosed map. Microsoft Corporation (MSFT) is also headed into the distribution picture, with CrowdStrike (CRWD) naming Microsoft Marketplace as a channel starting in fiscal 2027.

CrowdStrike (CRWD) separately describes its customer-acquisition programs, including marketplaces and a free-trial program:

"We will continue to invest in customer acquisition programs, including our channel partnerships and new programs, like our free trial program of Falcon Go that is easily downloaded from our website, the AWS Marketplace, the Google Marketplace, and the…"

CrowdStrike (CRWD) / SEC filing / March 5, 2026

The sentence is clipped in the supplied filing excerpt, but the disclosed shape is clear: AWS is one of the routes through which Falcon Go can be accessed, while Microsoft (MSFT) is identified elsewhere as a customer and an upcoming marketplace distributor. The map is not simply vendor on one side, buyer on the other. It has channels layered over the operating stack.

CrowdStrike (CRWD) also names Flex Ltd. (FLEX) in connection with Falcon Flex, its enterprise licensing model:

"A key component of our enterprise strategy is Falcon Flex, our enterprise licensing model that enables customers to commit to a broader platform investment upfront and draw down that commitment across multiple products over time."

CrowdStrike (CRWD) / SEC filing / June 4, 2026

Flex (FLEX) is disclosed as a partner tied to that model. The filing’s wording describes the commercial structure, not a revenue split or customer concentration figure. It says customers commit upfront and use that commitment across products over time.

The ownership map adds Accel (ACEL), through entities associated with the venture firm:

"Further, entities associated with Accel also agreed to commit up to $10.0 million and $50.0 million, respectively, to the Original Falcon Fund and Falcon Fund II (collectively, the “Falcon Funds”), and collectively own the remaining 50% of the sharing…"

CrowdStrike (CRWD) / SEC filing / June 4, 2026

That is a fund and ownership relationship, not a supplier or sales channel. CrowdStrike (CRWD) also sits in a crowded competitive set: Qualys, Inc. (QLYS), Palo Alto Networks, Inc. (PANW), Ziff Davis, Inc. (ZD), Elastic N.V. (ESTC), SentinelOne, Inc. (S), and Tenable Holdings, Inc. (TENB) each name CrowdStrike (CRWD) as a competitor in their own filings. Everforth, Inc. (EFOR) and Box, Inc. (BOX) name CrowdStrike (CRWD) as a partner.

The disclosed map, then, is unusually concentrated around a few large technology platforms. Amazon (AMZN) appears as host, distributor, and partner. Microsoft (MSFT) appears as customer and distributor. Flex (FLEX) is tied to an enterprise licensing program, Accel (ACEL) to fund ownership, and the security software field supplies the opposition.

These are relationships disclosed in SEC filings, mapped by jodie’s analytics. This is not investment advice.