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CrowdStrike

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011, and is headquartered in Austin, TX.

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CrowdStrike achieves record profitability and revenue growth, eyes SMB market

CrowdStrike delivered exceptional financial results, achieving record profitability and strong revenue growth. While facing challenges with longer sales cycles and cyber insurance costs, the company is well-positioned to capitalize on opportunities in the SMB market, cross-selling, and AI-driven margin improvements.

CrowdStrike exceeds Q2 guidance, sees strong SMB market opportunities

CrowdStrike's Q2 performance exceeded expectations, with strong revenue growth and raised outlook for FY 2024. The company's Falcon platform is driving consolidation and seeing strong adoption in the SMB market. Despite challenges in deal closures, CrowdStrike remains confident in achieving targets and is focused on aggressive investment while maintaining profitability metrics.

CrowdStrike achieves record Q3 performance, emphasizes cybersecurity leadership

CrowdStrike Holdings reported a record Q3, highlighting strong financial and operational performance, leadership in key cybersecurity areas, and a robust go-to-market strategy. While facing challenges such as industry weakness and uncertain budget flush potential, the company remains focused on driving innovation and seizing opportunities presented by its product offerings and market positioning.

CrowdStrike achieves record Q4 performance, eyes SMB market growth

CrowdStrike's Q4 2023 earnings call reflects exceptional performance, strategic strengths in AI-driven security solutions, and a focus on SMB market expansion.
While facing challenges in deal closures and margin fluctuations, the company is well-positioned to capitalize on opportunities in the SMB space and enhance shareholder value.
Overall, CrowdStrike's balanced approach to growth and profitability, coupled with its market leadership in cybersecurity, sets a positive trajectory for future success.

CrowdStrike achieves record profitability and revenue growth in Q1

CrowdStrike's Q1 2024 earnings call showcased exceptional financial performance, record profitability, and revenue growth, driven by strategic initiatives and market demand. While facing challenges in deal durations and sales cycles, the company's strengths in partnerships, innovative products, and market positioning offer avenues for continued success and growth.

CrowdStrike surpasses Q2 expectations, eyes growth in cybersecurity platforms

CrowdStrike delivered strong financial performance, highlighted by exceeding guidance, record margins, and significant growth in key business segments. While facing challenges from macroeconomic factors and competitive uncertainties, the company remains well-positioned to capitalize on opportunities in legacy displacements, platform offerings, and AI-driven solutions.

CrowdStrike achieves record Q3 earnings, poised for continued growth

CrowdStrike's Q3 earnings call highlighted exceptional performance, strong financial metrics, and a positive outlook for continued growth and profitability. The company's emphasis on innovation, customer-centric approach, and strategic acquisitions position it well for future success.

CrowdStrike excels in Q4, poised for growth amidst cybersecurity challenges

CrowdStrike's Q4 performance exceeded expectations, showcasing strong financials and market traction.
The company's focus on innovation, AI-driven cybersecurity, and strategic partnerships positions them well for future growth.
Despite challenges in the threat landscape and billing duration, CrowdStrike's strengths in technology and market strategy offer promising opportunities.

CrowdStrike reports record Q1 earnings, raises FY 2025 guidance

CrowdStrike delivered exceptional Q1 results, showcasing strong financial performance and continued profitability amidst investments in growth and innovation.
The company's Falcon platform and Falcon Flex subscription model are driving platform adoption and customer wins, with a focus on consolidating cybersecurity solutions.
Despite challenges like increased SBC and a tough macro environment, CrowdStrike remains well-positioned to capitalize on opportunities in AI security and platform expansion.

CrowdStrike reports strong Q2 results amidst incident, eyes long-term growth

CrowdStrike's Q2 performance showcased resilience and growth potential despite challenges, with a focus on long-term vision and customer loyalty.
The company's strengths in platform adoption, partner relationships, and financial performance position it well for future opportunities and market leadership.
While facing short-term challenges like muted upsell values and persisting headwinds, CrowdStrike remains committed to innovation and achieving long-term growth targets.

CrowdStrike exceeds Q3 expectations, sees growth in key verticals

CrowdStrike delivered a stellar performance in Q3, surpassing key milestones and demonstrating strong growth across various metrics. The company's strategic focus on key verticals and subscription models is paying off, positioning it well for future growth and market leadership.

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CrowdStrike's stock price is down by roughly 35% over the past three weeks as a result of the IT outage. Even at a price level of $220 per share CRWD is still not attractive when you factor in potential lawsuits and client losses. Even with a 20% free cash flow CAGR my DCF yield an implied share price of $197, which represents a 7% for the current price.

CrowdStrike: A +35% Drop Doesn't Make It A Buy

The recent Microsoft outage, triggered by updates in CrowdStrike's software, was a major black swan event for CRWD investors, causing the stock to crash by nearly 40%. There are compelling reasons to believe that this outage was a once-in-a-century event, making it extremely unlikely to occur again. If we assume the outage won't happen again, CrowdStrike becomes a no-brainer investment, now very attractively valued after the post-outage selloff.

CrowdStrike: The Outage Made It Very Attractively Valued

Delta Air Lines

It will be difficult for Delta Air Lines Inc (NYSE:DAL) to prove that CrowdStrike Holdings Inc (NASDAQ:CRWD)'s conduct related to the recent global IT outage amounted to “gross negligence” or “wilful misconduct,” analysts at Wedbush believe. The US airline claims it suffered $500 million in losses as the result of the outage last month, which forced Delta to cancel thousands of flights.

Delta's claims CrowdStrike was grossly negligent 'difficult to prove,' say analysts

Delta Air Lines Inc (NYSE:DAL) has lashed out at CrowdStrike Holdings Inc (NASDAQ:CRWD), claiming last month's global outage caused it to lose at least US$500 million (£392 million). Accusing the cybersecurity firm of “negligence” in a letter, Delta said it had racked up losses after being forced to cancel thousands of flights.

Delta Airlines blames CrowdStrike for $500mln hit

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CrowdStrike has informed companies that its financial liability for the outage will be limited. The hassle of switching cybersecurity providers could help CrowdStrike retain many of its customers.

Is It Too Late to Buy CrowdStrike Stock Now?

LOS ANGELES, CA / ACCESSWIRE / August 8, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against CrowdStrike Holdings, Inc. ("CrowdStrike" or "the Company") (NASDAQ:CRWD) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between November 29, 2023 and July 29, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before September 30, 2024.

CRWD Investors Eligible To Lead CrowdStrike Holdings Inc Securities Fraud Lawsuit With The Schall Law Firm

Delta Air Lines is facing a class action lawsuit, which claims the airline refused to give refunds following a global technology outage last month.

Delta slapped with class action lawsuit after July's CrowdStrike outage that led to canceled flights

Delta Air Lines Inc. late Thursday detailed the half-billion-dollar price tag it has put on flight cancellations and other problems caused by last month's CrowdStrike Holdings Inc. CRWD software outage.

Delta Air says it'll take $380 million ‘direct' revenue hit from CrowdStrike outage

SAN DIEGO--(BUSINESS WIRE)---- $CRWD #CrowdStrikeHoldingsInc--Robbins LLP is Investigating Allegations that CrowdStrike Holdings, Inc. (CRWD) Misled Investors Regarding the Efficacy of its Falcon Product.

CrowdStrike Holdings, Inc. Investor Notice: Robbins LLP Reminds CRWD Stockholders of the Class Action Filed Against the Company

Delta Air Lines DAL 6.14%increase; green up pointing triangle ratcheted up efforts to seek compensation from CrowdStrike CRWD 4.27%increase; green up pointing triangle, blasting what it called the cybersecurity company's “blame the victim” defense for a disruption that the airline said cost at least $500 million.

Delta to CrowdStrike: Don't Blame Us for Tech Problems

Delta Air Lines on Thursday said last month's CrowdStrike outage and subsequent mass flight cancellations cost it some $550 million. That includes a $380 million revenue hit in the current quarter and an associated $170 million expense.

Delta says chaos after CrowdStrike outage cost it $380 million in revenue

Delta Air Lines on Thursday warned of a $380 million hit to its revenue in the current quarter from operational disruptions resulting from the CrowdStrike-caused outage.

Delta Air warns of $380 mln revenue hit from CrowdStrike outage

DexCom

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Super Micro Computer

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Broadcom

ServiceNow

This week, shares of Nvidia (NASDAQ: NVDA ) closed more than 20% below their previous high, wiping out over $600 billion in market value. If it were a stock exchange, Nvidia would now be officially considered a bear market.

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NEW YORK, NY / ACCESSWIRE / August 8, 2024 / If you suffered a loss on your CrowdStrike Holdings, Inc. (NASDAQ:CRWD) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/crowdstrike-lawsuit-submission-form?prid=94532&wire=1 or contact Joseph E. Levi, Esq.

Investors who Lost Money on CrowdStrike Holdings, Inc.(CRWD) Should Contact Levi & Korsinsky About Pending Class Action - CRWD

Microsoft

A ton of narratives are circulating about what happened to Delta Air Lines the days following CrowdStrike's global tech outage. Take a look at what each company is saying.

Microsoft, CrowdStrike, Delta: Who's really to blame?

LOS ANGELES, CA / ACCESSWIRE / August 7, 2024 / The Schall Law Firm , a national shareholder rights litigation firm, reminds investors of a class action lawsuit against CrowdStrike Holdings, Inc. ("CrowdStrike" or "the Company") (NASDAQ: CRWD ) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between November 29, 2023 and July 29, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before September 30, 2024.

CRWD Investors Can Take The Lead In The CrowdStrike Holdings Inc Securities Fraud Lawsuit With The Schall Law Firm

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").

Class Action Announcement for CrowdStrike Holdings, Inc. Investors: A Securities Fraud Class Action Lawsuit Was Filed Against CrowdStrike Holdings, Inc.

Coinbase

Palantir Technologies

Disruptive innovation investor Cathie Wood has not shied away from buying beaten-down tech stocks on the dip in recent weeks. Her Ark line of funds has struggled to beat the rest of the market, especially the tech- and growth stock-focused Nasdaq 100.

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SAN DIEGO, Aug. 07, 2024 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of CrowdStrike Holdings, Inc. (NASDAQ: CRWD) Class A common stock between November 29, 2023 and July 29, 2024, inclusive (the “Class Period”), have until September 30, 2024 to seek appointment as lead plaintiff of the CrowdStrike class action lawsuit. Captioned Plymouth County Retirement Association v. CrowdStrike Holdings, Inc., No. 24-cv-00857 (W.D. Tex.), the CrowdStrike class action lawsuit charges CrowdStrike as well as certain of CrowdStrike's top executives with violations of the Securities Exchange Act of 1934.

CRWD INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that CrowdStrike Holdings, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit

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CrowdStrike is a leading cybersecurity firm whose valuation has come down tremendously after the worldwide IT outage. CrowdStrike caused widespread computer crashes with a faulty update, impacting airports, train stations, and offices. The stock price of CrowdStrike plummeted nearly 15% following the outage, despite being up over 50% year-to-date.

CrowdStrike: Short-Term Headwinds Provide Long-Term Opportunity

Helen of Troy

DexCom signaled slower growth in the second half of 2024 but looks ready to perform in the long run. Helen of Troy doesn't look great after a weak earnings report with unclear long-term growth prospects.

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Delta has said the July IT outage cost it $500 million.

News for CrowdStrike Stock (CRWD)