{
  "url": "https://struct.news/briefs/crowdstrikes-amazon-tie-is-doing-three-jobs-at-once",
  "title": "CrowdStrike’s Amazon tie is doing three jobs at once",
  "summary": "CrowdStrike discloses Amazon Web Services as its primary hosting provider, while Amazon also appears in its distribution and partner map.",
  "published_at": "2026-08-14T23:49:27.908386+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "CrowdStrike Holdings, Inc.",
    "ticker": "CRWD",
    "cik": null,
    "sector": "Technology",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "CrowdStrike’s disclosed relationship map",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-14"
      }
    },
    {
      "group": "CrowdStrike’s disclosed relationship map",
      "label": "MSFT",
      "value": "MSFT",
      "display": "MSFT",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-14"
      }
    },
    {
      "group": "CrowdStrike’s disclosed relationship map",
      "label": "MSFT",
      "value": "MSFT",
      "display": "MSFT",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-14"
      }
    },
    {
      "group": "CrowdStrike’s disclosed relationship map",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-14"
      }
    },
    {
      "group": "CrowdStrike’s disclosed relationship map",
      "label": "FLEX",
      "value": "FLEX",
      "display": "FLEX",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-14"
      }
    },
    {
      "group": "CrowdStrike’s disclosed relationship map",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-14"
      }
    },
    {
      "group": "CrowdStrike’s disclosed relationship map",
      "label": "ACEL",
      "value": "ACEL",
      "display": "ACEL",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-14"
      }
    }
  ],
  "watch_next": [
    {
      "type": "product_pipeline",
      "statement": "Monitor R&D expense changes tied to investments in compute capacity, AI talent, and data supporting product development.",
      "importance": "medium",
      "evidence": "Research and development expenses increased $3.1 billion or 9% driven by continued investments in compute capacity, AI talent, and data to support product development that benefits the entire portfolio, as well as impairment and other related expenses in our XBOX business.",
      "source_date": "2026-07-29"
    },
    {
      "type": "demand",
      "statement": "Reported 31% year-over-year increase in product revenue for the three months ended April 30, 2026.",
      "importance": "medium",
      "evidence": "Product $ 594 $ 453 $ 141 31 % $ 1,542 $ 1,228 $ 314 26 % Product revenue increased for the three and nine months ended April 30, 2026 compared to the same periods in 2025, driven by increased revenue from software licenses and increased demand for our new generation of hardware products.",
      "source_date": "2026-06-03"
    },
    {
      "type": "demand",
      "statement": "Reported 31% year-over-year increase in total subscription and support revenue for the three months ended April 30, 2026.",
      "importance": "medium",
      "evidence": "Total subscription and support $ 2,408 $ 1,836 $ 572 31 % $ 6,528 $ 5,457 $ 1,071 20 % - 33 - Table of Contents Subscription and support revenue increased for the three and nine months ended April 30, 2026 compared to the same periods in 2025 due to increased demand for our subscription and support offerings from our end-customers and our recent acquisitions.",
      "source_date": "2026-06-03"
    },
    {
      "type": "product_pipeline",
      "statement": "R&D expense increased $23.5M (33%) to support expanded activities and higher headcount in the quarter.",
      "importance": "medium",
      "evidence": "Research and Development Three Months Ended April 30, Change 2026 2025 $ % (dollars in thousands) Research and development expenses $ 95,770 $ 72,253 $ 23,517 33 % Research and development expenses increased by $23.5 million primarily due to an increase in personnel-related expenses of $19.4 million as a result of increased headcount.",
      "source_date": "2026-05-28"
    }
  ],
  "related_tickers": [
    "ACEL",
    "AMZN",
    "CRWD",
    "EFOR",
    "ESTC",
    "FLEX",
    "MSFT",
    "PANW",
    "QLYS",
    "S",
    "TENB",
    "ZD"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}