CrowdStrike
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
We expect endpoint and identity control to extend into autonomous actions. Alignment grows, while competition and limited compute ownership constrain the composite.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 5 | 10 | 10 |
| Interface | 50 | 60 | 65 |
| Alignment | 80 | 85 | 90 |
| Energy | 0 | 0 | 0 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 56.9 to 65.6; the rank moves from #43 to #36.
Compute 5 → 10; Interface 50 → 65; Alignment 80 → 90.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Agent identities consolidate with other identity or cloud providers.
Research behind the judgment
CrowdStrike’s September announcement addresses trusted identities and security for AI agents.
- Agentic identity announcement2026-09-02 · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.