liked

2022-09-09

liked

@天蝎1027：CrowdStrike Holdings The fourth and final next-generation tech stock billionaires can't stop buying is cybersecurity giant CrowdStrike Holdings. Billionaire Steve Cohen of Point72 Asset Management purchased over 819,000 shares of CrowdStrike during the second quarter, which ultimately boosted Point72's stake to 955,234 shares. What makes CrowdStrike tick is the company's AI-powered Falcon security platform. Falcon oversees in the neighborhood of 1 trillion events on a daily basis, which allows the platform to become more adept at recognizing and responding to potential end-user threats. While CrowdStrike doesn't offer the cheapest cybersecurity solutions, the fact that its gross retention rate is hovering around 98% clearly implies that Falcon is effective. Something else to consider about CrowdStrike, and the cybersecurity industry as a whole, is that cybersecurity has evolved into a basic necessity service. No matter how poorly the stock market or U.S. economy perform, bad actors don't take a day off from trying to steal enterprise or customer data. This creates a base level of demand for a company like CrowdStrike. But the best thing of all about CrowdStrike might just be its ability to encourage its existing clients to spend more. In a span of five years, the percentage of customers with four or more cloud-module subscriptions catapulted from 9% to more than 70%. Having existing customers purchase additional services is CrowdStrike's golden ticket to subscription gross margins of around 80%.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":9936912057,"tweetId":"9936912057","gmtCreate":1662690893880,"gmtModify":1676537119845,"author":{"id":4099582451850650,"idStr":"4099582451850650","authorId":4099582451850650,"authorIdStr":"4099582451850650","name":"Petergui","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>liked</body></html>","htmlText":"<html><head></head><body>liked</body></html>","text":"liked","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9936912057","repostId":9936937540,"repostType":1,"repost":{"magic":2,"id":9936937540,"tweetId":"9936937540","gmtCreate":1662690318980,"gmtModify":1676537119628,"author":{"id":4088761666333190,"idStr":"4088761666333190","authorId":4088761666333190,"authorIdStr":"4088761666333190","name":"天蝎1027","avatar":"https://community-static.tradeup.com/news/c2a8d1ef7767e3bc8100b7677f40b11b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":31,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>CrowdStrike HoldingsThe fourth and final next-generation tech stock billionaires can't stop buying is cybersecurity giant CrowdStrike Holdings. Billionaire Steve Cohen of Point72 Asset Management purchased over 819,000 shares of CrowdStrike during the second quarter, which ultimately boosted Point72's stake to 955,234 shares.What makes CrowdStrike tick is the company's AI-powered Falcon security platform. Falcon oversees in the neighborhood of 1 trillion events on a daily basis, which allows the platform to become more adept at recognizing and responding to potential end-user threats. While CrowdStrike doesn't offer the cheapest cybersecurity solutions, the fact that its gross retention rate is hovering around 98% clearly implies that Falcon is effective.Something else to consider about CrowdStrike, and the cybersecurity industry as a whole, is that cybersecurity has evolved into a basic necessity service. No matter how poorly the stock market or U.S. economy perform, bad actors don't take a day off from trying to steal enterprise or customer data. This creates a base level of demand for a company like CrowdStrike.But the best thing of all about CrowdStrike might just be its ability to encourage its existing clients to spend more. In a span of five years, the percentage of customers with four or more cloud-module subscriptions catapulted from 9% to more than 70%. Having existing customers purchase additional services is CrowdStrike's golden ticket to subscription gross margins of around 80%.</body></html>","htmlText":"<html><head></head><body>CrowdStrike HoldingsThe fourth and final next-generation tech stock billionaires can't stop buying is cybersecurity giant CrowdStrike Holdings. Billionaire Steve Cohen of Point72 Asset Management purchased over 819,000 shares of CrowdStrike during the second quarter, which ultimately boosted Point72's stake to 955,234 shares.What makes CrowdStrike tick is the company's AI-powered Falcon security platform. Falcon oversees in the neighborhood of 1 trillion events on a daily basis, which allows the platform to become more adept at recognizing and responding to potential end-user threats. While CrowdStrike doesn't offer the cheapest cybersecurity solutions, the fact that its gross retention rate is hovering around 98% clearly implies that Falcon is effective.Something else to consider about CrowdStrike, and the cybersecurity industry as a whole, is that cybersecurity has evolved into a basic necessity service. No matter how poorly the stock market or U.S. economy perform, bad actors don't take a day off from trying to steal enterprise or customer data. This creates a base level of demand for a company like CrowdStrike.But the best thing of all about CrowdStrike might just be its ability to encourage its existing clients to spend more. In a span of five years, the percentage of customers with four or more cloud-module subscriptions catapulted from 9% to more than 70%. Having existing customers purchase additional services is CrowdStrike's golden ticket to subscription gross margins of around 80%.</body></html>","text":"CrowdStrike Holdings The fourth and final next-generation tech stock billionaires can't stop buying is cybersecurity giant CrowdStrike Holdings. Billionaire Steve Cohen of Point72 Asset Management purchased over 819,000 shares of CrowdStrike during the second quarter, which ultimately boosted Point72's stake to 955,234 shares. What makes CrowdStrike tick is the company's AI-powered Falcon security platform. Falcon oversees in the neighborhood of 1 trillion events on a daily basis, which allows the platform to become more adept at recognizing and responding to potential end-user threats. While CrowdStrike doesn't offer the cheapest cybersecurity solutions, the fact that its gross retention rate is hovering around 98% clearly implies that Falcon is effective. Something else to consider about CrowdStrike, and the cybersecurity industry as a whole, is that cybersecurity has evolved into a basic necessity service. No matter how poorly the stock market or U.S. economy perform, bad actors don't take a day off from trying to steal enterprise or customer data. This creates a base level of demand for a company like CrowdStrike. But the best thing of all about CrowdStrike might just be its ability to encourage its existing clients to spend more. In a span of five years, the percentage of customers with four or more cloud-module subscriptions catapulted from 9% to more than 70%. Having existing customers purchase additional services is CrowdStrike's golden ticket to subscription gross margins of around 80%.","highlighted":1,"essential":1,"paper":1,"link":"https://ttm.financial/post/9936937540","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["CRWD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1291,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":340,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/9936912057"}