会议主要讨论的核心内容 - 公司在7月19日发生的系统故障事件的应对情况 [2][3][4] - 公司为受影响客户推出的"客户承诺计划"的内容和目的 [7][9][10] - 公司在事件后的财务表现和业务执行情况 [11][13][14] - 公司如何通过"客户承诺计划"和"Falcon Flex"灵活授权模式来维系客户关系 [25][27][28][29] - 公司未来在产品创新、市场拓展和财务表现方面的规划和预期 [53][54][58][59][61][62] 问答环节重要的提问和回答 - 分析公司在事件后仍能实现11%的净新ARR增长的原因 [11][12][13][14] - 探讨公司如何设计"客户承诺计划"的框架和执行方式,以平衡客户需求和公司自身利益 [25][26][27][28][29][30] - 了解公司在事件后的财务指引调整中,60百万美元的"客户承诺计划"影响的具体构成 [33][34][35] - 公司对未来12-24个月内的业务恢复和财务表现的预期和信心 [49][50][51][52][53][54]

BofA Securities analyst Tal Liani maintained a Buy rating on CrowdStrike Holdings, Inc CRWD with a price target of $365.The price target reflects 17x Liani’s fiscal 2026 EV/Sales, which is a premium to high-growth Software as a Service (SaaS) peers, supported by CrowdStrike’s competitive solid positioning in endpoint security and long-term growth opportunities across Cloud security, log management, and identity protection.In addition, the analyst flagged CrowdStrike’s higher growth profile and potential to ...

Despite a historic mishap, CrowdStrike's business remains strong.I'll go ahead and say what everyone is thinking: Causing the largest global IT outage in history is bad. Unfortunately, that's what CrowdStrike (CRWD -3.85%) did on July 19, and its stock has taken a huge hit because of it.Since hitting a peak on July 8, CrowdStrike's stock is down close to 30% (as of Aug. 30). That's bad news for investors with shares before then, but it's an opportunity for people looking to begin or increase a stake in the ...

The July 19 outage appears to be having a lesser impact on CrowdStrike's business than investors initially feared.July 19 was a fateful day for CrowdStrike (CRWD -3.85%) investors. The company released a routine update to its cybersecurity software which had a malfunction, and it sent around 8.5 million Windows-based computers crashing. The outage cost CrowdStrike's largest customers -- from airlines to banks -- an estimated $5.4 billion. By Aug. 2, CrowdStrike stock had crashed 36% to a low of $218 as inve ...

CrowdStrike TodayCRWDCrowdStrike$277.28 +5.61 (+2.07%) 52-Week Range$145.38▼$398.33P/E Ratio523.18Price Target$329.47Add to WatchlistCrowdStrike Holdings NASDAQ: CRWD is a leading cybersecurity firm known for its innovative Falcon platform, which is designed to protect endpoints and cloud workloads. Crowdstrike’s earnings report for the second quarter of fiscal year 2025 was released, delivering mixed results that left investors pondering the company's future trajectory. While Crowdstrike’s financial report ...

DNY59 In my last analysis of CrowdStrike (NASDAQ:CRWD), I assessed the company following its faulty sensor update, which crashed 8.5M devices, leading to a ~30% stock decline. Since that analysis, it has increased by 2.62% in price, showing resilience after the fall. In Q2 results, it beat its top-line and bottom-line estimates. The company has announced a strategic partnership with Hewlett Packard Enterprises (HPE), and while lowering its full-year guidance due to the July crisis, I believe management ...

文章核心观点 - CrowdStrike面临多起法律诉讼,最高调的是达美航空提起的5亿美元诉讼 [1] - CrowdStrike可能面临更多法律挑战,这些挑战可能会被软件合同中的损害赔偿限制所缓解 [1] - 达美航空指控CrowdStrike存在重大过失或故意不当行为,这可能会使合同中的赔偿限制失效 [2] - 投资者指控CrowdStrike误导和欺骗投资者的指控也面临重重障碍 [2] - 无论结果如何,公司们很可能会提起集体诉讼以节省成本和资源 [3] - 此次事件突显了公司需要有有效的灾难恢复计划的重要性 [3] 根据目录分类总结 法律挑战 - CrowdStrike面临多起法律诉讼,最高调的是达美航空提起的5亿美元诉讼 [1] - CrowdStrike可能面临更多法律挑战,这些挑战可能会被软件合同中的损害赔偿限制所缓解 [1] - 达美航空指控CrowdStrike存在重大过失或故意不当行为,这可能会使合同中的赔偿限制失效 [2] - 投资者指控CrowdStrike误导和欺骗投资者的指控也面临重重障碍 [2] - 无论结果如何,公司们很可能会提起集体诉讼以节省成本和资源 [3] 行业影响 - 此次事件突显了公司需要有有效的灾难恢复计划的重要性 [3] - 随着生态系统的复杂性增加,公司需要更好地了解行业及其参与者,并管理相关风险 [3]

Have you assessed how the international operations of CrowdStrike Holdings (CRWD) performed in the quarter ended July 2024? For this cloud-based security company, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.In today's increasingly interconnected global economy, a company's ability to tap into international markets can be a pivotal factor in shaping its overall financial health and growth traje ...

The stock rallied despite its lowered guidance.A lot of eyes were on CrowdStrike (CRWD 2.06%) when the cybersecurity company reported its fiscal second-quarter results, as investors looked to get a better sense of what the fallout would be from its well-covered outage this summer.Despite losing more than a quarter of its value since the beginning of July, the stock has nearly doubled over the past year.Let's take a closer look at the company's most recent results and whether the worst appears to be behind t ...

文章核心观点 - 公司第二季度财报优于预期,收入同比增长32%,非GAAP净利润同比增长40% [1][2] - 公司下调了全年收入指引,但仍预计收入增长27% [3] - 公司因7月19日事件而设计了补偿方案,预计将对后续几个季度的业绩产生一定影响 [4] - 公司表示有保险政策和合同条款来限制潜在的法律风险,并在事件后仍获得了大单客户 [4] - 分析师预计公司未来两年的收益和收入增速仍将保持20%以上的强劲增长 [6] - 但公司当前估值较高,投资者需谨慎关注未来的发展 [6] 根据目录分类总结 公司财务表现 - 第二季度收入同比增长32%至9.64亿美元,非GAAP净利润同比增长40%至1.04美元/股 [1][2] - 公司下调了全年收入指引,但仍预计收入增长27% [3] - 分析师预计公司未来两年的收益和收入增速仍将保持20%以上的强劲增长 [6] 7月19日事件影响 - 公司因7月19日事件而设计了补偿方案,预计将对后续几个季度的业绩产生一定影响 [4] - 公司表示有保险政策和合同条款来限制潜在的法律风险,并在事件后仍获得了大单客户 [4] 投资评级 - 公司当前估值较高,投资者需谨慎关注未来的发展 [6]