Cybersecurity heavyweights are locked in a war of words. During a recent round of conference calls, and later in follow-ups on Twitter/X, CEOs from Palo Alto Networks (PANW -2.19%) and CrowdStrike Holdings (CRWD -2.07%) both took shots at competitors, including each other. CrowdStrike CEO George Kurtz even name-dropped Palo Alto in his prepared remarks, even though the two juggernauts don't directly compete in their core businesses of network security (Palo Alto) and endpoint security (CrowdStrike). Meanwhi ...

The end of CrowdStrike's (CRWD -2.07%) fiscal 2024 (ended Jan. 31) has firmly positioned the company for the next fiscal year. This shows that the trend to consolidate all cybersecurity needs under one vendor likely benefits the company.However, the stock has risen more than 160% over the last year. Does that mean investors have missed out on CrowdStrike, or do they have time to buy into its growth story?CrowdStrike and the "one vendor" trendIn the past, IT departments tended to buy cybersecurity products f ...

CrowdStrike's (CRWD -2.07%) stock surged 24% during after hours trading on March 5 following the release of its latest earnings report. For the fourth quarter of fiscal 2024, which ended on Jan. 30, the cloud-based cybersecurity company's revenue rose 33% year over year to $845.3 million and surpassed analysts' expectations by $5.3 million.Its adjusted net income grew 112% to $236.2 million, or $0.95 per share, which also cleared the consensus forecast by $0.13. On a generally accepted accounting principles ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

In today's video, I discuss recent updates impacting CrowdStrike (CRWD 0.03%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of March 6, 2024. The video was published on March 7, 2024. ...

da-kuk CrowdStrike (CRWD) issued a gangbuster Q4 2024 set of earnings results. CEO George Kurtz remarked on the call that it was "...an exceptionally strong and record fourth quarter with net new ARR growth accelerating to 27% YoY, reaching a new high of $282M and ending ARR growing 34% YoY to reach $3.44B." The robust report and sanguine outlook came after its rival, Palo Alto Networks (PANW) disappointed investors the previous month. So, there are a lot of moving parts and conflicting narratives around cy ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Conference Call Summary Company Overview - **Company**: CrowdStrike Holdings, Inc. - **Event**: Morgan Stanley Technology, Media & Telecom Conference - **Date**: March 7, 2024 - **Key Executive**: George Kurtz, CEO and Co-Founder Key Highlights Financial Performance - **Annual Recurring Revenue (ARR)**: Nearly $3.5 billion, growing 34% year-on-year [2] - **Record Net New ARR**: Increased by 27% [2] - **Profitability**: Achieved record GAAP and non-GAAP profitability [2] - **S&P 500 Eligibility**: CrowdStrike is now eligible for inclusion in the S&P 500 [2] - **New Product ARR**: $850 million ARR from newer products, including cloud security, next-gen SIEM, and identity protection, doubling year-on-year [2] Growth and Market Position - **Revenue Guidance**: Projecting 30% revenue growth for the year, positioning CrowdStrike among a select few public software companies achieving this at scale [4] - **Free Cash Flow Margin**: Over 30% [4] - **Market Leadership**: CrowdStrike is recognized as a leader in the endpoint protection market with an 18% market share [59] Product Strategy and Innovation - **Single Agent Architecture**: Emphasizes a single platform with best-of-breed technologies, reducing deployment friction and enhancing user experience [9][10] - **Cloud Security**: Public cloud ARR surpassed $400 million, with net new ARR growing 200% [11] - **Identity Protection**: The identity protection module has grown from less than $7 million ARR at acquisition to over $300 million ARR, doubling year-on-year [18] - **Next-Gen SIEM (LogScale)**: Surpassed $150 million in ARR with over 1,000 customers, leveraging endpoint data for enhanced security insights [25][29] Competitive Landscape - **Market Dynamics**: CrowdStrike is positioned to capitalize on dissatisfaction with legacy DLP vendors and the need for modern data protection solutions [46] - **Regulatory Impact**: Increased regulatory scrutiny is driving demand for robust security solutions, with companies prioritizing security at the board level [68] Future Outlook - **Generative AI**: Recognized as a potential force multiplier for both attackers and defenders, with CrowdStrike focusing on leveraging AI for enhanced threat detection and incident response [51] - **Charlotte AI**: Aimed at automating SOC tasks, significantly reducing the time required for threat analysis and response [53][54] Additional Insights - **Customer Engagement**: The CrowdStrike Store and Marketplace initiatives are enhancing customer integration and sales efficiency [65] - **Incident Response**: CrowdStrike's incident response capabilities are critical in real-time breach situations, providing immediate deployment and support [50] Conclusion CrowdStrike is demonstrating strong financial growth, innovative product development, and a strategic focus on addressing market needs in cybersecurity. The company is well-positioned to leverage its technological advantages and capitalize on emerging trends in the cybersecurity landscape.

CrowdStrike (CRWD 10.76%) is getting a lot of love from Wall Street this month. Analysts are scrambling to update their models after the company defied the dour outlook for cybersecurity stocks, beating estimates and raising guidance in its latest report released Tuesday. As a result, CrowdStrike received at least 26 price target increases so far this week. Furthermore, of the 49 analysts that cover the stock, 46 rate it a buy or strong buy, and not one recommends selling.Can CrowdStrike stock get to $435?T ...

Investing in a promising tech start-up can have massive disruptive potential but also poses the risk of loss if the developing company fails to deliver. Many investors remain reserved until the company grabs a firm hold of the market, offers a scalable and diverse portfolio, and embarks on the path to growth before investing. However, investing before all this can have enormous benefits for early-bird investors. This tech start-up stock has concluded the transition from obscure to omnipotent, with green sig ...

Job cuts have been a reoccurring theme over the last few years, but if you know where to look there are plenty of companies that are still hiring. Of course, the COVID-19 pandemic precipitated a deep recession in certain sectors, particularly those related to services. But after countries got a handle of the pandemic another problem arose, inflation. In the United States, inflation reached above 9% in the summer of 2022, forcing the U.S. Federal Reserve to raise interest rates 11 times. An elevated federal ...