CRWD

Summary CrowdStrike’s numbers, both at the headline and sub headline levels, beat prior estimates by substantial amounts. The revenue growth was 89%, and the growth in ARR was 92% both year on year. The unit economics were very strong, and overall, the operating loss margin fell by more than 3200 bps. The company’s CEO said…

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Summary The world has turned upside down in a few weeks as the economic impacts of both the virus and the oil price war take hold. Most portfolios have taken massive hits. It is important to try to put this setback in perspective and to try to be rational in dealing with the analysis of…

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December 16, 2019 Summary CrowdStrike shares are down more than 50% from their peak. The company just announced another blow-out quarter that has compressed valuation metrics substantially. The company continues to disrupt the market for End Point security with a unique offering and a huge competitive moat. Most third-party research providers rate it as having…

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June 12, 2019 Summary CrowdStrike is planning its IPO for 6/12/19. The current estimated share price has been increased to $30 which will give the company a market capitalization of $6 billion. The shares will almost inevitably trade higher-and perhaps much higher. The company is experiencing one of the more rapid growth rates to be…

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