CrowdStrike Summary

Hey friends!

I put together a CrowdStrike earnings review if anyone is interested —>

https://stockmarketnerd.substack.com/p/crowdstrike-earnings-…

Highlights I saw:

  • accelerating forward looking demand growth metrics (RPOs & backlog)
  • multiple SentinelOne displacements
  • CISA certification

Lowlights:

  • slightly decelerating sequential customer growth

Seemed like an overall very good quarter to me!

Let me know what you all thought!

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