CrowdStrike has announced it is the first cloud-native independent cybersecurity vendor to exceed $1 billion in sales on Amazon's AWS Marketplace within one year. The company noted that deals made through the AWS Marketplace are, on average, four times larger than those conducted through other channels. Meanwhile, AlphaSense has reached a milestone of $400 million in annual recurring revenue (ARR) and is now providing its AI search capabilities to over 6,000 businesses. This achievement was celebrated with a display of the milestone at the New York Stock Exchange. Additionally, SentinelOne's CEO Tomer Weingarten stated that the company is on track to surpass $1 billion in ARR by fiscal 2026. However, there are concerns in the industry regarding the sustainability of revenue growth, with some experts describing much of the AI-related revenue as having high churn rates and lacking customer loyalty.