Thanks, Aart. One of the catalysts for Crowdstrike’s growth is the partnership they have with AWS (Amazon Web Services). I’ve written before that their Falcon endpoint security can protect thousands of containers running on AWS, and it works very well to complement threat detection services like Amazon GuardDuty and Security Hub.
They said in the investor conference that the ARR revenue Crowdstrike got through the AWS Marketplace (which is like an App Store for AWS) has increased 650% to $50 million.
https://www.investors.com/news/technology/crowdstrike-stock-…
-Ron