In today’s briefing:
- Crowdstrike Analyst Day: Why It’s a Buy at 23x Forward P/S
Crowdstrike Analyst Day: Why It’s a Buy at 23x Forward P/S
- Crowdstrikes’ growing platform offers three end markets as large as its core endpoint protection: log management, identity, and IT hygiene.
- 43 public enterprise software companies with more >$1 billion in revenues, only 5 are growing >60%, and only one has 30%+ free cash flow margins: Crowdstrike.
- New $5B ARR 2026 target will prove as ridiculously conservative as last year’s $3B ARR 2025 target.
Before it’s here, it’s on Smartkarma
