Table of Contents Third parties may in the future also assert claims against our customers or channel partners, whom our standard license and other agreements obligate us to indemnify against claims that our solutions infringe the intellectual property rights of third parties. As the number of products and competitors in the security and IT operations market increases and overlaps occur, claims of infringement, misappropriation, and other violations of intellectual property rights may increase. While we int ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Q4 2023 Results Conference Call March 7, 2023 5:00 PM ET Company Participants Maria Riley - VP, IR George Kurtz - President, CEO and Co-Founder Burt Podbere - CFO Conference Call Participants Saket Kalia - Barclays Sterling Auty - MoffettNathanson Joel Fishbein - Truist Matt Hedberg - RBC Rob Owens - Piper Sandler Andrew Nowinski - Wells Fargo Tal Liani - Bank of America Hamza Fodderwala - Morgan Stanley Brian Essex - JP Morgan Gabriela Borges - Goldman Sachs Brian C ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Barclays 2022 Global Technology, Media and Telecommunications Conference Call December 8, 2022 2:35 PM ET Company Participants George Kurtz - Co-Founder & Chief Executive Officer Burt Podbere - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Saket Kalia Excellent. Well, hey, I think it's still good -- good morning, everyone. Welcome to Day 2 of the Barclays TMT Conference. My name is Saket Kalia. I cover software here at Barclays. Honored ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Q3 2023 Earnings Conference Call November 29, 2022 5:00 PM ET Company Participants Maria Riley - Vice President, Investor Relations George Kurtz - President, Chief Executive Officer & Co-Founder Burt Podbere - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Rob Owens - Piper Sandler Sterling Auty - MoffettNathanson Joel Fishbein - Truist Hamza Fodderwala - Morgan Stanley Andrew Nowinski - Wells Fargo Matt Hedberg - RBC Capital Markets Tal ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ___________________________________________________________________________________________________ FORM 10-Q ___________________________________________________________________________________________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE S ...

Corporate Overview August 2022 Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "estimate," "expect," "intend," "may," "might," "plan," "project," "will," "would," "should," "could," "can," "predict, ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Q2 2023 Earnings Conference Call August 30, 2022 5:00 PM ET Company Participants Maria Riley - Vice President, Investor Relations George Kurtz - President and Chief Executive Officer and Co-Founder Burt Podbere - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Andrew Nowinski - Wells Fargo John DiFucci - Guggenheim Partners Rudy Kessinger - D.A. Davidson Matt Hedberg - RBC Rob Owens - Piper Sandler Alex Henderson - Needham Fatima Boolani - ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ___________________________________________________________________________________________________ FORM 10-Q ___________________________________________________________________________________________________ (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECU ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Stifel 2022 Cross Sector Insight Conference June 8, 2022 8:35 AM ET Company Participants Burt Podbere – Chief Financial Officer Conference Call Participants Brad Reback – Stifel Brad Reback Good morning, everyone. Thanks for joining us. I'm Brad Reback. I head up the Stifel Research team here on the software side. With us today is Burt Podbere, CFO of CrowdStrike. Thanks so much for making the time. I know it's a busy week. Burt Podbere It's a busy week, pleasure to ...

Summary of CrowdStrike Holdings, Inc. Conference Call Company Overview - **Company**: CrowdStrike Holdings, Inc. (NASDAQ: CRWD) - **Event**: Bank of America 2022 Global Technology Conference - **Date**: June 7, 2022 - **Participants**: George Kurtz (Co-Founder and CEO), Tal Liani (Bank of America) Key Points Company Evolution and Strategy - Since its IPO, CrowdStrike has evolved from having one module to 22 modules, expanding its foundational platform in security [5][4] - The company aims to be a foundational platform in security, similar to Salesforce in its domain [4] - The total addressable market (TAM) has grown from $25 billion at IPO to an expected $126 billion by 2025, indicating a 5x growth [6] Market Focus and Product Expansion - CrowdStrike focuses on endpoints, workloads, cloud workloads, data, and identity, with a strong emphasis on customer-driven expansion into areas like vulnerability management [8][10] - The company is not looking to diversify into unrelated areas but aims to deepen its penetration in its core markets [10] Channel Strategy and Partnerships - The company operates a channel-first strategy, with significant growth in managed service providers (200% year-over-year) and partnerships with major players like AWS and Mandiant [15][36] - The focus is on ensuring that channel partners are successful and profitable, which in turn drives CrowdStrike's growth [15][16] Cloud Security Opportunity - CrowdStrike sees a significant opportunity in cloud security, with current spending on cloud security being underrepresented [18] - The company reported $106 million in cloud revenue, growing rapidly, and believes it can capture a large share of this market [20] Zero Trust Architecture - CrowdStrike is focused on implementing Zero Trust architecture at the endpoint and workload levels, integrating with network providers to prevent lateral movement [23][26] - The company emphasizes the importance of identity management in preventing breaches, leveraging its acquired technology to create trust scores for users [25][59] Competitive Landscape - CrowdStrike holds a 12.6% market share in the corporate endpoint market, significantly ahead of competitors like Palo Alto [28] - The company differentiates itself through its cloud-native architecture and real-time data processing capabilities, which are not easily replicated by competitors [68][69] Financial Performance and Profitability - The company maintains a strong focus on annual recurring revenue (ARR) and free cash flow, with a target of at least 30% free cash flow [44][45] - CrowdStrike's business model supports both growth and profitability, with a record hiring quarter indicating confidence in future growth [45] Future Opportunities - The company sees potential in consolidating its offerings, particularly in identity and vulnerability management, to increase share of wallet among existing customers [48] - CrowdStrike is also exploring opportunities in the IoT space, particularly in medical devices and manufacturing [74][75] Conclusion - CrowdStrike is positioned for significant growth in the cybersecurity market, with a strong focus on expanding its platform capabilities, enhancing customer relationships, and capitalizing on emerging market opportunities. The company remains committed to maintaining its leadership in endpoint protection while exploring adjacent markets and technologies.