ENTITY
Carbon Black Inc

Carbon Black Inc (CBLK US)

5
Analysis
Information TechnologyUnited States
Carbon Black, Inc. provides endpoint security solutions. The Company offers security cloud platform which enables customers to predict, prevent, detect, and respond remediate cyber attacks before they cause a damaging incident and data breach. Carbon Black serves enterprises and government agencies worldwide.
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03 Sep 2020 14:00

FY2Q21: The Crowd Strikes Again

If a work from home growth software company jumps 14% the day before earnings cause another WFH software winner (ZM) jumped 40%, should said growth...

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13 Dec 2019 20:00

Crowdstrike: A Case Study Followup

In light of the recent leg down in growth software, we thought it timely to do a follow-up to our Crowdstrike Holdings Inc (CRWD US) case study...

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02 Aug 2019 22:44

Crowdstrike (CRWD): Thunderstruck Part II

Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...

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02 Aug 2019 22:07

Crowdstrike (CRWD): Thunderstruck Part I

Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...

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10 Jun 2019 01:26

Crowdstrike IPO: Protecting the Cloud but Not Your Portfolio

Crowdstrike Holdings Inc (CRWD US) is a cloud-based, endpoint security provider due to list on the 12th of Jun with an expected market cap of...

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