These tech giants have seen their shares and valuations drop in recent times.Buying a stock on bad news may sound like a pretty bad idea at first. Why would you want to pick up shares of a company that's facing a stumbling block?It's important to consider the news carefully. If a particular company has been navigating rough waters but has a solid long-term story, it could be a fantastic moment to buy. That's because you'll get in on this potential long-term winner for a better price.Two technology companies ...

Sundry Photography Introduction Almost two weeks ago, CrowdStrike (NASDAQ:CRWD) released its first report since the massive outage you have all heard about. The incident happened on July 19th. It makes no sense to discuss the outage again, as there were enough reports already. At the same time, the price had been up a quarter since the beginning of August, setting high expectations for the earnings release. Data by YCharts Let's examine the results to see what happened. The Numbers Revenue was up 31.7% year ...

文章核心观点 - 公司CEO George Kurtz就7月19日事件接受采访,分享了公司如何应对危机、与客户沟通以及未来发展计划 [2][3][4] - 公司推出"客户承诺计划",为受影响客户提供优惠和支持,体现公司的透明度和责任心 [24][25][26][27] - 公司正在与微软等合作伙伴探讨如何增强安全产品的弹性和可靠性,提升整个安全生态系统的抗风险能力 [19][20][21][22] - 公司在观察能力、威胁检测等方面持续创新,利用AI等技术提升产品性能,满足客户需求 [46][47][48][49][50][52][53][54][55][56][62][63][64][65][66] 文章分组 公司应对7月19日事件 - 公司CEO与行业内资深人士保持密切沟通,获得宝贵建议,并主动与客户沟通解决问题 [2][3][4][9][10] - 公司透明公开根源分析,并迅速采取措施,得到客户的理解和支持 [10][13][14] - 公司推出"客户承诺计划",为受影响客户提供优惠和支持,体现公司的责任心 [24][25][26][27][28][29] 公司与合作伙伴的合作 - 公司与微软等合作伙伴就如何增强安全产品的弹性和可靠性进行深入探讨,提升整个安全生态系统的抗风险能力 [19][20][21][22][23] 公司产品创新 - 公司在观察能力、威胁检测等方面持续创新,利用AI等技术提升产品性能,满足客户需求 [46][47][48][49][50][52][53][54][55][56][62][63][64][65][66] - 公司正在研究利用AI技术预防社会工程攻击等新型威胁,取得一些有希望的初步成果 [62][63][64][65][66]

会议主要讨论的核心内容 - 公司CEO在7月19日事件后如何应对和沟通 [3][4] - 公司与微软的合作以及如何提升产品的弹性和可靠性 [19][20][21][22][23] - 公司推出的"客户承诺计划"的目的和实施情况 [24][25][26][27][28][29] - 公司在观测性和下一代SIEM方面的产品规划和进展 [46][47][48][49][50] - 公司在利用AI技术提升安全防护能力方面的探索和尝试 [54][55][56][62][63][64][65][66] 问答环节重要的提问和回答 - 公司如何应对7月19日事件带来的影响,获得行业内其他公司的帮助和支持 [3][4][5][6] - 公司如何与客户沟通并提供支持,维护客户关系 [7][8][9][10] - 公司在产品架构和更新机制方面的考量和未来规划 [11][12][13][14][15][16][17] - 公司如何看待未来在Windows操作系统上运行安全产品而不需要内核驱动的可能性 [21][22][23] - 公司如何评估"客户承诺计划"的短期和长期影响 [30][31][32][33][34][35] - 公司在观测性和SIEM方面的产品发展现状和未来规划 [46][47][48][49][50][51][52] - 公司如何利用AI技术提升安全防护能力,以及客户对此的反馈 [54][55][56][57][58][59][60][61]

SAN DIEGO, Sept. 11, 2024 (GLOBE NEWSWIRE) -- Robbins LLP reminds investors that a shareholder filed a class action on behalf of all persons and entities that purchased or otherwise acquired CrowdStrike Holdings, Inc. (NASDAQ: CRWD) Class A common stock between November 29, 2023 and July 29, 2024. CrowdStrike is a global cybersecurity company that provides software that helps prevent data breaches. CrowdStrike’s main product is the Falcon software platform, which purportedly uses artificial intelligence and ...

RADNOR, Pa., Sept. 11, 2024 (GLOBE NEWSWIRE) -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been filed in the United States District Court for the Western District of Texas 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 de ...

Orbon Alija/E+ via Getty ImagesInvestment thesis: CrowdStrike (NASDAQ:CRWD) reported 2Q25 earnings last month and the stock was up 6% the day after, confirming my positive sentiment on the company post-outage. The stock outperforms the S&P 500 on the one-month chart, up 16.3%, versus the S&P 500, up 2.82%, as seen below. I pushed my positive outlook on CrowdStrike after the outage pullback, upgrading the stock to a strong buy. This quarter’s results lead me to believe there is more upside for CrowdStrik ...

NEW YORK, Sept. 10, 2024 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of CrowdStrike Holdings, Inc. (NASDAQ: CRWD). Shareholders who purchased shares of CRWD during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/crowdstrike-loss-submission-form/?id=101239&from=3 CLASS PERIOD: Novem ...

Technology stocks may be seen as too risky to own during a recession, but I see these companies as exceptions.The very idea of investing during a recession might seem counterintuitive, but believe it or not, recessions can end up being incredibly lucrative opportunities. Why? Well, not all businesses are as sensitive to recessions as you might think. For example, I see these two artificial intelligence (AI) stocks as essentially recession-proof businesses thanks to their high levels of resiliency.1. Microso ...

文章核心观点 1. CrowdStrike 在 7 月 19 日事件后展现了出色的操作弹性和强大的市场地位[12] 2. 公司迅速应对系统问题,将长期损害降到最低,Q2 财报超出预期[12] 3. 尽管全年收益指引略有下调,但公司的财务前景仍然强劲,AI 驱动的网络安全服务以及客户保留和扩展继续增长[3] 根据相关目录分别进行总结 公司表现和财务状况 - CrowdStrike 在 7 月 19 日事件后迅速应对,展现了出色的危机管理能力和操作弹性[12] - 公司 Q2 财报表现强劲,收入达 9.64 亿美元,超出预期[12] - 尽管全年收益指引略有下调,但公司的年同比增长率仍保持在 23% 的强劲水平,超过同行[3] - CrowdStrike 的年经常性收入 (ARR) 增长 32%,达到 38.6 亿美元,显示市场需求依然强劲[12] - 公司实现了连续第六个季度的 GAAP 盈利,并产生了 2.72 亿美元的自由现金流,显示其盈利能力和现金流状况良好[12] 行业地位和发展前景 - CrowdStrike 在云安全、身份保护和下一代 SIEM 等高价值和高增长细分市场保持战略重点[7][8] - 公司在大型客户中的领先地位和客户信任度得到体现,如赢得了一个价值数亿美元的大型企业客户[10][11] - 分析师预测未来几年公司的收入和利润将保持强劲增长,EPS 年增长率有望达到 23.93%[13][14] 潜在风险和挑战 - 7 月 19 日事件暴露了公司在技术和运营方面的一些弱点,如平台控制和质量保证流程存在漏洞[15][17] - 事件导致了一些交易延迟,影响了季度财务表现,ARR 增速放缓,显示了一定的经营风险[16] - 事件还可能导致客户信任受损,销售周期延长,以及额外成本支出,对短期增长构成一定压力[17][18]