Financial Data and Key Metrics Changes - The company reported a 61% growth in Annual Recurring Revenue (ARR) on a base of $1.2 billion, alongside a free cash flow margin of 30% [2][3] - The first quarter of fiscal 2023 marked a record high for the company, achieving its internal hiring plan for the first time [4] Business Line Data and Key Metrics Changes - The company added over 1,600 net new logos in the quarter, maintaining strong performance without unusual discounting trends [8][9] - The company has nearly 18,000 subscription customers, indicating significant growth potential compared to competitors like Symantec, which had around 300,000 customers before acquisition [12] Market Data and Key Metrics Changes - The cybersecurity market is experiencing heightened growth, driven by increasing sophistication of adversaries and new threat vectors such as data extortion [17][18] - The company noted that the endpoint protection market is still in early stages, with significant opportunities for growth despite claims of market saturation [12][13] Company Strategy and Development Direction - The company is focused on leveraging its data collection capabilities to create integrated solutions that enhance security efficacy [25][26] - The management emphasized the importance of a low-friction go-to-market strategy, allowing customers to trial products easily and facilitating upselling [41][43] Management's Comments on Operating Environment and Future Outlook - The management acknowledged macroeconomic challenges, including inflation and recession fears, but highlighted the essential nature of cybersecurity in such environments [5][6] - The company remains optimistic about future growth, particularly in cloud security, which is expected to be a significant driver of ARR [34][38] Other Important Information - The company is committed to maintaining a free cash flow margin of at least 30%, distinguishing itself from many competitors [57] - The management is focused on continuous innovation and investment in technology to stay ahead of competitors [47][48] Q&A Session Summary Question: Concerns around pricing and market saturation - The management addressed concerns about pricing pressures from competitors, stating that they have not observed unusual discounting trends and believe their pricing reflects the value provided [7][9] Question: Growth drivers in the cybersecurity industry - The management discussed the changing threat landscape and the increasing sophistication of cyber threats as key drivers of growth in the industry [17][18] Question: Differentiation from competitors - The management highlighted the unique capabilities of their Threat Graph technology and the cloud-native architecture as critical differentiators from competitors like SentinelOne [45][46] Question: Market share and competition with Microsoft - The management acknowledged Microsoft's presence in the market but emphasized their focus on net new ARR and the unique value proposition they offer [50][51] Question: Future profitability and ARR targets - The management reiterated their commitment to maintaining profitability while aggressively investing in growth opportunities [56][57]

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Q1 2023 Results Conference Call June 2, 2022 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 Andrew Nowinski - Wells Fargo Brian Essex - Goldman Sachs Joel Fishbein - Truist Matt Hedberg - RBC Capital Markets Rob Owens - Piper Sandler Alex Henderson - Needham & Company Roger Boyd - UBS Securities Daniel Park - Canaccord Genuity Joseph Gallo - Jeffe ...

Corporate Overview June 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," ...

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 April 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SEC ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ___________________________________________________________________________________________________ FORM 10-K ___________________________________________________________________________________________________ (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIE ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Q4 2022 Earnings Conference Call March 9, 2022 5:00 PM ET Company Participants Maria Riley - Vice President of Investor Relations George Kurtz - President, Chief Executive Officer & Co-Founder Burt Podbere - Chief Financial Officer Conference Call Participants Saket Kalia - Barclays Sterling Auty - JPMorgan Andrew Nowinski - Wells Fargo Joel Fishbein - Truist Matt Hedberg - RBC Capital Markets Tal Liani - Bank of America Alex Henderson - Needham Fatima Boolani - Citi ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) 24th Annual Needham Growth Conference January 13, 2021 12:30 PM ET Company Participants Burt Podbere - CFO Conference Call Participants Alexander Henderson - Needham & Company Alexander Henderson Great. Thank you very much, Nate. Pleasure to have CrowdStrike here today. My name is Alex Henderson. I'm the networking and security analyst at Needham. And Burt Podbere, the CFO of CrowdStrike and one of my favorite CFOs, the indomitable Burt and I are going to do some fir ...

Summary of CrowdStrike Holdings, Inc. Conference Call Company Overview - **Company**: CrowdStrike Holdings, Inc. (NASDAQ: CRWD) - **Industry**: Cybersecurity - **Event**: Jefferies Virtual Software Summit - **Date**: January 11, 2022 Key Points 1. 2022 Strategic Outlook - CrowdStrike is optimistic about 2022, citing a "massive opportunity" in cybersecurity as it remains mission-critical for businesses [3][4] - The company reports a record pipeline and strong demand for its solutions, indicating robust growth potential [3][5] 2. Market Position and Growth - CrowdStrike sees itself as a market leader, drawing parallels with companies like Salesforce and ServiceNow, which gained market share over competitors [4][5] - The company is focused on expanding its customer base, including new logos and geographical markets, with recent successes in federal contracts [5][21] 3. Demand Sustainability - The growth is not attributed to a temporary COVID-19 pull forward; rather, it is seen as part of a secular trend towards cloud technology and digital transformation [8][9] - The shift from legacy systems to next-gen solutions is driving demand for CrowdStrike's offerings [8][9] 4. Product Innovations and Acquisitions - The acquisition of Humio is highlighted as a significant enhancement to CrowdStrike's platform, allowing for better data ingestion and log management capabilities [12][13] - The company emphasizes its differentiated platform, which includes features like zero trust and extended detection and response (XDR) [10][12] 5. Response to Industry Vulnerabilities - CrowdStrike is positioned to address vulnerabilities like Log4j, showcasing its ability to protect clients from emerging threats [15][16] - The company anticipates an increase in demand for its services as organizations recognize the need for robust cybersecurity measures [18][19] 6. Federal Opportunities - Winning the CISA deal is seen as a significant achievement, providing a pathway to expand into more government agencies [21][22] - The company is actively engaging with CISA to understand and meet their cybersecurity needs, which could lead to further opportunities [22][23] 7. Financial Performance and Investment Strategy - CrowdStrike reports strong free cash flow margins, with a focus on investing in R&D and international expansion [28][29] - The company aims to maintain a balance between growth investments and managing stock compensation dilution, projecting a dilution rate of around 5% [28][29] 8. Market Dynamics and Competition - CrowdStrike is confident in its competitive position, noting that its net new ARR has consistently outpaced competitors like SentinelOne [42][43] - The company acknowledges the challenges faced by smaller competitors in scaling their solutions for larger enterprises [47] 9. Customer Segmentation - The company serves both SMBs and large enterprises, with a healthy demand from both segments [49] - CrowdStrike's complete offering is particularly appealing to SMBs, providing them with high-level security without the need for extensive in-house expertise [49] 10. Future Growth Potential - CrowdStrike sees significant growth potential in cloud workload protection and configuration management, estimating a total addressable market of $10 billion to $15 billion [25][27] - The company believes that cloud-based solutions could become a substantial portion of its revenue in the next five to ten years [26][27] 11. Talent Acquisition and Retention - Talent acquisition and retention are top priorities for CrowdStrike, with efforts to enhance employee compensation and workplace satisfaction [28][29] 12. Product Adoption and Module Expansion - The company reports increasing adoption rates for its various modules, with a focus on enhancing capabilities and customer satisfaction [33][39] Conclusion CrowdStrike is positioned for significant growth in the cybersecurity market, driven by strong demand for its innovative solutions, strategic acquisitions, and a focus on federal opportunities. The company is committed to maintaining its competitive edge while investing in future growth and talent retention.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) UBS Global TMT Virtual Conference Transcript December 6, 2021 1:00 PM ET Executives George Kurtz - Chief Executive Officer Burt Podbere - Chief Financial Officer Analysts Roger Boyd - UBS Roger Boyd All right. Well, thank you all for joining us at the UBS 2021 TMT Conference. I’m Roger Boyd. I cover Cybersecurity Software here at UBS. Next up we have CrowdStrike. Very happy to have CEO, George Kurtz; and CFO, Burt Podbere, here. We have a Q&A option available. You ca ...

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, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE S ...