文章核心观点 - CrowdStrike的Falcon安全软件更新导致了全球范围内的大规模计算机故障,给多家航空公司造成了严重影响 [2][5][6] - 尽管CrowdStrike承担了责任,但该事件并非由于Falcon产品本身被黑客攻击而导致,而是由于更新过程中的问题造成的 [12][13][17] - CrowdStrike迅速识别并解决了问题,并提供了协助,但仍可能面临一些负面影响,如客户对更新过程的监控加强、新合同价格下降等 [17][22] - 整体来看,Falcon产品的竞争力和市场地位仍然很强,CrowdStrike的财务状况也很稳健,未来仍有较大的增长潜力 [20][21][22] 公司概况 - CrowdStrike是一家领先的云端端点安全公司,其Falcon产品已连续4年被评为端点防护领域的领导者 [20] - Falcon产品具有高度的产品差异化,采用轻量级架构,能够广泛防御各类端点威胁 [20] - Falcon产品与其他安全公司如Zscaler的Zero Trust功能紧密集成,客户很难轻易更换 [21] - Falcon产品获得了FedRAMP认证,在政府合同竞标中具有优势 [21] 财务表现 - CrowdStrike的毛利率、自由现金流率等财务指标远高于行业平均水平 [18][19] - 分析师预计CrowdStrike未来几年的收入增长仍将保持在双位数,尽管可能会略有下调 [8][10][22] - 即使遭受最坏情况下的10亿美元损失,CrowdStrike的估值仍有47%的上涨空间 [9][11] 风险因素 - CrowdStrike可能需要增加内部流程验证和与客户沟通的成本,以防范类似事件再次发生 [22] - 公司CEO在国会作证以及其他潜在的诉讼风险可能导致股价进一步波动 [22] - 公司当前估值较高,更加谨慎的投资者可能会在下一次财报后再做决策 [22]

Sundry Photography Intro & Thesis Almost every investor has thought about initiating a position in CrowdStrike (NASDAQ:CRWD) because the stock has gotten hammered for the past three weeks as a result of the IT outage. Despite the +35% drop in the price, I rate the stock a HOLD because I believe now isn't the right time to initiate a position given the uncertainty surrounding the company. Two very important questions kept coming up as I researched CRWD: Can the company survive the current predicament? Mo ...

Sundry Photography My thesis CrowdStrike (NASDAQ:CRWD) is one of the largest public U.S. cybersecurity companies with above $50 billion market cap. The company's market cap was even higher and much closer to a $100 billion milestone just a month ago, before the global outage of Microsoft's (MSFT) services occurred in July due to the company's Falcon platform's update. Data by YCharts The stock saw a significant sell-off after the outage because it is difficult to overestimate the magnitude of reputation ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

All four of these stocks should be on your watch list.The stock market has been volatile lately, and it is important for investors to maintain a watch list for when opportunities present themselves. In today's video, I will discuss four stocks that have pulled back quite hard and should be on your watch list if, in fact, they continue to fall. One of those stocks is CrowdStrike (CRWD 1.37%).Check out this short video to learn more, consider subscribing to the channel, and check out the special offer in the ...

A fluke incident and pressure on tech stocks leaves CrowdStrike vulnerable in the short term, but the future remains promising.The past couple of weeks have been quite eventful for cybersecurity giant CrowdStrike (CRWD 4.27%) -- and not in a way that it or its investors would have preferred. There are software mishaps that cause problems, and then there are software mishaps that cause the largest IT outage in history. Unfortunately for CrowdStrike, it was the source of the latter.On July 1, CrowdStrike's st ...

A Delta Airlines Airbus A319-114 aircraft taxis at Los Angeles International Airport after arriving from Las Vegas on May 5, 2024 in Los Angeles, California.Delta Air Lines on Thursday said last month's CrowdStrike outage and subsequent mass flight cancellations cost it some $550 million and reiterated that it is pursuing legal claims against the company as well as Microsoft.The financial impact includes a $380 million revenue hit in the current quarter "primarily driven by refunding customers for cancelled ...

文章核心观点 - CrowdStrike公司被指在2023年11月29日至2024年7月29日期间未能披露重要信息,违反了联邦证券法 [3] - CrowdStrike公司在2024年7月19日推送的更新导致全球数百万微软Windows设备用户出现中断,包括金融机构、航空公司、政府机构和企业,并使用户面临潜在的黑客攻击风险 [4] - 2024年7月22日,国会要求CrowdStrike公司CEO George Kurtz就此次事件作证,公司股票评级也遭到下调 [4] - 2024年7月29日,有报道称达美航空已聘请著名律师David Boies寻求从CrowdStrike公司获得赔偿 [4] 公司相关内容 - CrowdStrike公司是一家纳斯达克上市公司,股票代码为CRWD [1] - 投资者有机会在2024年9月30日之前申请成为此集体诉讼的首席原告 [1] - 此集体诉讼正在美国德克萨斯西区地区法院进行 [1] 行业相关内容 - CrowdStrike公司的软件更新导致全球数百万微软Windows设备用户出现中断,包括金融机构、航空公司、政府机构和企业 [4] - 此次事件使用户面临潜在的黑客攻击风险 [4]

NEW YORK, Aug. 07, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces to investors that a shareholder filed a class action on behalf of purchasers of Class A common stock of CrowdStrike Holdings, Inc. (NASDAQ: CRWD) between November 29, 2023 and July 29, 2024. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 30, 2024. SO WHAT: If you purchased CrowdStrike securities during the Class ...

RADNOR, Pa., Aug. 7, 2024 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com)  informs investors that a securities class action lawsuit has been filed against CrowdStrike Holdings, Inc. ("CrowdStrike") (NASDAQ: CRWD) on behalf of investors who purchased or otherwise acquired CrowdStrike Class A common stock between November 29, 2023 and July 29, 2024, inclusive (the "Class Period").  The lead plaintiff deadline is September 30, 2024.CONTACT KESSLER TOPAZ MELTZER & CHECK, LLP:   ...