Article from TechCrunch.…

CRWD CEO is trying to change the narrative around CRWD. He mentions in this article, and in the interview on Mad Money last week, that CRWD is more than endpoint security.

On this topic (TAM), Kurtz told TechCrunch two interesting things earlier in the conversation. First that what many people consider as “endpoint security” is too constrained, that the category includes “traditional endpoints plus things like mobile, plus things like containers, IoT devices, serverless, ephemeral cloud instances, [and] on and on.” The more things that fit under the umbrella of endpoint security, CrowdStrike’s focus, the bigger its market is.
Kurtz also discussed how the cloud migration — something that builds TAM for his company’s business — is still in “the early innings,” going on to say that in time “you’re going to start to see more critical workloads migrate to the cloud.”

CRWD thinks in workload security, not endpoint.