zoomzi
09-20

$CrowdStrike Holdings, Inc.(CRWD)$ Between dozens of CRWD modules and the expense to rip the product out, I'm not surprised at the lack of churn.

One of the more important pieces of information from last quarters earnings call. This is going to keep growing for a long time.

"Notably, deals with eight or more modules grew by 66% over the prior year and 48% of all customers with $100,000 or more in ending ARR adopted at least eight modules, an increase of more than 10 percentage points over the prior year. Moving to the P&L."

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