Crowdstrike was upgraded by BIG and quoted “dominance” in the market

00:00 Speaker A

Well, let’s get a few calls of the day now. Big has improved neutral crowdstrike for sale. The notes that state that the company is the cleanest platform game in the entire storage space for security software. So you are officially fans of this security software name, of which you say the big July -T failure. It is July in your evaluation mirror. We believe that crowdstrike has a much better visibility of forecasts. Says that you can increase the total turnover at 9.5 billion plus in 2028 and 2029 in the next four years to 25% plus CAGR, which you say far above the expectations of the street.

01:13 Speaker B

Yes, and they say that the Premium evaluation is necessary for all these circuit. It is interesting because you call it the cleanest platform game. Although you say you are skeptical about the idea of ​​a full service platform within cyber security. Even if the platform is the new, the moment is the matter in cyber security. Many of these companies argue. They offer that Crowdstrike demonstrated its dominance on the core endpoint security target market and that the best position of a provider for the market for security information and event management as well as the best position is. So I basically talk about the excellence that you see in crowdstrike when it moves to the Fallout from the failure.

02:24 Speaker A

Yes, target set at 4:31. It looks like we have only spoken a few weeks ago that we talked about it because this inventory came under pressure. After the day of the investor Day and otherwise they said that they were pushed back for a year, about which the 5 billion dollar sales destination that we talked about on the show, but BIG fans.

02:55 Speaker B

Yes, and 3%today.