Crowdstrike Holdings Inc.


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SKU: CRWD-1 Category:


CrowdStrike started the 2023 fiscal on a positive note with results surpassing Wall Street expectations showing the company’s ability scale fast with excellent growth, profitability, and cash flows. The company saw growth across the platform, with a record quarter for public cloud-deployed modules and over 100% year-over-year ARR growth for its emerging product group, including its Discover Spotlight, Identity Protection, and Log Management modules. Their e-commerce engine also experienced a record-breaking first quarter. Furthermore, CrowdStrike introduced new Cloud Native Application Protection Platform (CNAPP) capabilities during the quarter to speed up threat hunting for cloud environments and workloads while also reducing response time. They expect the revenue momentum to continue in the second quarter of the 2023 fiscal with an expected year-on-year growth of 52-53% and subscription revenue being the primary driver of growth. Overall, the company is well-positioned to gain momentum in the industry. Thus, we give their stock a ‘Buy’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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