FMP
CrowdStrike Holdings’ 2022 Investor Briefing Review
Sep 21, 2022 7:32 PM - Davit Kirakosyan
Image credit: FMP
Oppenheimer analysts provided their views on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) following the 2022 Investor Briefing at the company's annual Fal.Con conference.
Highlights included: (1) Falcon Insight XDR, which offers third-party connectors for all existing EDR customers, (2) the addition of new CNAPP capabilities (CIEM) and the introduction of Falcon Discover for IoT, and (3) the introduction of CrowdStrike's new observability solution, Falcon Log Scale, which builds on the technology from the Humio acquisition.
The company announced its expansion into the nascent Attack Surface Management space with its acquisition of EASM vendor Reposify. Reposify's technology provides customers with an attacker's view of their external assets. The analysts believe the acquisition will provide a strong standalone offering within CrowdStrike's Threat Intelligence product suite, and see technological synergies with Falcon Intelligence, Recon, Spotlight, and Discover.
Overall, the analysts see more expansion opportunities in the future and come away bullish believing the company has several long-term growth avenues across XDR, cloud security, and identity threat protection.
Other Blogs
Sep 11, 2023 1:38 PM - Rajnish Katharotiya
P/E Ratios Using Normalized Earnings
Price to Earnings is one of the key metrics use to value companies using multiples. The P/E ratio and other multiples are relative valuation metrics and they cannot be looked at in isolation. One of the problems with the P/E metric is the fact that if we are in the peak of a business cycle, earni...
Sep 11, 2023 1:49 PM - Rajnish Katharotiya
What is Price To Earnings Ratio and How to Calculate it using Python
Price-to-Earnings ratio is a relative valuation tool. It is used by investors to find great companies at low prices. In this post, we will build a Python script to calculate Price Earnings Ratio for comparable companies. Photo by Skitterphoto on Pexels Price Earnings Ratio and Comparable Compa...
Oct 17, 2023 3:09 PM - Davit Kirakosyan
VMware Stock Drops 12% as China May Hold Up the Broadcom Acquisition
Shares of VMware (NYSE:VMW) witnessed a sharp drop of 12% intra-day today due to rising concerns about China's review of the company's significant sale deal to Broadcom. Consequently, Broadcom's shares also saw a dip of around 4%. Even though there aren’t any apparent problems with the proposed solu...
