CrowdStrike Soars After Palo Alto's Plunge, Downgrading CIBR

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 ...