Crowdstrike Reports strong Q4 FY23 results

I respectfully disagree with your perception of a poor guidance. Let’s compare their guidance with some of our other darlings:

  • Datadog: Guided for 24% after growing at 63% → 24/63 = 38% endurance
  • Monday: Guided for 34% after growing at 68% → 34/68 = 50% endurance
  • Snowflake (product): Guided for 40% after growing at 70% → 40/70 = 57% endurance
  • Crowdstrike: Guided for 35% after growing at 54% → 35/54 = 65% endurance
  • Cloudflare: Guided for 38% after growing at 49% → 38/49 = 77% endurance (note that Crowdstrike is at >2x the scale)

-RMTZP

52 Likes