CrowdStrike: Be Strategically Greedy When Others Are Fearful

Operational Analysis Financial & Valuation Analysis Further Risk Analysis PANW has notably launched a strategy to consolidate cybersecurity platforms, which includes offering free incentives and encouraging customers to consolidate their protection on PANW's security systems. As PANW is already executing a consolidation strategy, this weakness in CRWD is likely to open new customer acquisitions for PANW, potentially significantly reducing CRWD's position in the market periodically. Furthermore, PANW is acti ...