Hi RMTZP
I agree with everything you said in this last post. I’m thinking that when you said, we’re making “bets” on companies’ outperformance before the wider market does. Not market timing, not momentum investing, no hypothetical gambles – just a relentless focus on execution. It is the execution of Crowstrike, the company, which has led me to expectat that it’s Crowstrike that will surprise to the upside. IMO, now that Crowdstrike has successfully negotiated the bridge from slow decline to the beginning of re-acceleration.
I see Zscaler providing one of the essential backbones, SASE/Networking infrastructure, on which the Crowstrike platform will be provided. Crowdstrikes many recent industry wins are the final steps needed to to complete their vision of becoming ‘The Security Cloud’ and re-accelerate revenue growth.
Center for Internet Security Selects CrowdStrike as Premier Partner for Endpoint Security
Center for Internet Security now offers MSSP offering powered by CrowdStrike to protect U.S. State, Local, Tribal and Territorial governments
Crowdstrike has been selected by the Center for Internet Security (CIS) as its premier partner for endpoint security. The new fully-managed CIS Endpoint Security Services (ESS) solution, powered by CrowdStrike, identifies, detects and responds to security alerts and incidents for U.S. State, Local, Tribal and Territorial (SLTT) governments.
As the technology foundation behind the CIS ESS solution, CrowdStrike brings direct deployment onto endpoint devices with the cloud-native, intelligent single agent of the CrowdStrike Falcon platform, offering a full suite of solutions to protect CIS managed endpoints, including next-generation antivirus (NGAV), endpoint detection and response (EDR), asset and software inventory, USB device monitoring, user account monitoring and host-based firewall management.
Previously, CrowdStrike was chosen to protect the CIS’s Elections Infrastructure Information Sharing and Analysis Center® (EI-ISAC®), and this new solution expands on the existing partnership –– providing a new, fully managed 24/7/365 next generation cybersecurity offering exclusively tailored to SLTT organizations, including more than 12,000 Multi-State Information and Analysis Center® members across the U.S., with more than 14 million endpoints in total.<\I>
CrowdStrike Announces Falcon Horizon Support for Google Cloud, Extends Cloud Security Posture Management Solution Across World’s Largest Cloud Providers
Falcon Horizon delivers continuous, in-depth misconfiguration and control plane threat detection across multi-cloud workloads
Crowdstrike announced Falcon Horizon support for Google Cloud environments, extending its Cloud Security Posture Management (CSPM) solution to protect the three largest cloud providers. Organizations with a multi-cloud strategy can now have an end-to-end solution for security posture management and cloud workload protection from the same security vendor.
IMO, CrowdStrike likely has a very long tail of success & profitability coming, as Federal is just getting started, and they are expanding their product line and partnerships more with XDR, Identity Protection, Humio, and soon Data Protection.
With CrowdStrike, I see continued execution towards their vision of becoming a larger security cloud as intact.
I’m continuing my holding of ~10% position
Best
Jason