CRWD
High: next gen endpoint detection and response. Crwd has single handly destroyed the growth of the other endpoint providers. Allows companies to employ fewer security-personnel, lower TCO, better detection, faster. Huge market
Low: lots of competition, product isn’t as sticky as others
Ethan, just curious what you mean here. With 147% Net Retention Rate, looks very sticky to me? Perhaps I’m missing something.
Thanks for the summary. I tend to agree with all your notes.
Just a Fool.