to market on close. Crowd Strike is the earnings headliner that I'll be highlighting tomorrow on Market on Close. Analysts are expected earnings per share of 94 cents on revenue of more than $1.2% billion.CrowdStrike has beat bottom line consensus estimates by at least 10% in eight of the last 10 quarters. So of course that means they are our focus for options corner today. Joining us now here, Rick Dat, our lead market technician here on Schwab Network to take a closer look at Crowd Strike ahead of their e ...

Core Insights - CrowdStrike has expanded its Agentic Security Workforce by introducing new mission-ready agents that enhance the Falcon® platform and contribute to the evolution of the agentic Security Operations Center (SOC) [1] Group 1: Product Development - The new agents build on the first wave introduced at Fal.Con 2025, bringing agentic automation to common tasks within the Falcon platform [1] - These enhancements include app creation and data onboarding, which aim to accelerate outcomes for users [1] Group 2: Strategic Focus - The introduction of these agents is designed to liberate analysts, allowing them to concentrate on strategic decision-making rather than routine tasks [1]

Cybersecurity Threat Landscape - Cybercrime is costing the world $92 trillion [3] - The industry is seeing 7000 botnet attacks per second [2] - Data risks and concerns about accessing confidential data are increasing [3] Microsoft's Security Initiatives - Microsoft is unveiling new AI-powered security capabilities to its Sentinel platform, offering a unified security solution [1][3] - The Secure Future Initiative represents the largest cybersecurity investment in the industry, with the equivalent of 34000 engineers [10] - Microsoft has made security its number one priority, undergoing a cultural transformation to prioritize security across all teams [11][12] Sentinel and Security Copilot - Sentinel is expanding to be the backbone of modern agent defense, unifying and simplifying security [3] - New capabilities like graphs convert trillions of signals into insights, enabling proactive attack pattern identification [4] - Security Copilot now features an agent builder, allowing users to create custom agents using natural language and publish them in the security store [4] Ecosystem and Partnerships - Organizations on average use 40+ security tools, highlighting the need for end-to-end visibility [6] - Sentinel has 350+ connectors, integrating with existing security tools to provide comprehensive protection [6][15] - Microsoft collaborates with 15000 partners globally, including Zscaler, IBM, and Cisco, to secure customers [15] AI in Cybersecurity - AI is viewed as both an aggressor and a defender in cybersecurity, necessitating its use for defense [7] - The security store enables organizations to discover and utilize available agents quickly [8] - Microsoft is training every employee, partners, and customers on AI and security through a security academy [13]

Core Insights - CrowdStrike has launched the Fall release of the CrowdStrike Falcon® platform, named the Agentic Security Platform, which is designed to be AI-native from inception [1] - The new platform is positioned as the foundation for the agentic Security Operations Center (SOC) and introduces the industry's most comprehensive AI-ready data layer [1] - The release enhances agentic capabilities across the platform by unifying data, intelligence, and agents [1]