CrowdStrike Q125

[CMF_muji]

Well all that reminiscing made me dredge up a blast from the past… my 2 part writeup of CrowdStrike at IPO!

CrowdStrike deep dive

Well, that S-1 in-depth report and the latest growth numbers sure got me interested in the upcoming CRWD IPO. It went straight from 2nd Tier to 1st Tier interest after diving in a bit more. Very akin to Zscaler as a cloud-based security company using crowdsourced data and AI for threat detection, but a different technical setup. ZS is priced into stratosphere at 9.5B, while CRWD last privately valued at 3B (sure to be much much more once public). Hope it isn’t all priced in at the start, but I …

You’ve come a long way, baby!