Artwork

Innehåll tillhandahållet av SiliconANGLE. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av SiliconANGLE eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

Why CrowdStrike is separating from the cybersecurity pack

23:13
 
Dela
 

Manage episode 405516621 series 3502611
Innehåll tillhandahållet av SiliconANGLE. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av SiliconANGLE eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto shocked the street last month with a $600M billings forecast surprise and sounded the alarm that there were cracks in its consolidation execution. This dragged down other consolidation players in sympathy, namely CrowdStrike and Zscaler. But our research shows that the dynamics facing these three companies are quite different. Of particular note, CrowdStrike’s earnings print highlights the company’s impressive momentum while recent negativity around Zscaler is a bit of a head scratcher for us, which we’ll try to explain.

In this Breaking Analysis we take a more narrow look at the information security space and dig deeper into the continued success of CrowdStrike. With recent survey data from ETR, we continue to advance our premise that platforms beat products and we identify several levers that are powering CrowdStrike’s path to $5B by FY 2026 and to $10B by the end of the decade.

  continue reading

264 episoder

Artwork
iconDela
 
Manage episode 405516621 series 3502611
Innehåll tillhandahållet av SiliconANGLE. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av SiliconANGLE eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

It’s been an interesting month in the cybersecurity space. The sector has been somewhat less affected by budget tightening these past twenty-four months and at the same time has benefitted from AI tailwinds. But in the past several weeks we’ve seen some separation in key highflying cybersecurity names. Specifically, Palo Alto shocked the street last month with a $600M billings forecast surprise and sounded the alarm that there were cracks in its consolidation execution. This dragged down other consolidation players in sympathy, namely CrowdStrike and Zscaler. But our research shows that the dynamics facing these three companies are quite different. Of particular note, CrowdStrike’s earnings print highlights the company’s impressive momentum while recent negativity around Zscaler is a bit of a head scratcher for us, which we’ll try to explain.

In this Breaking Analysis we take a more narrow look at the information security space and dig deeper into the continued success of CrowdStrike. With recent survey data from ETR, we continue to advance our premise that platforms beat products and we identify several levers that are powering CrowdStrike’s path to $5B by FY 2026 and to $10B by the end of the decade.

  continue reading

264 episoder

सभी एपिसोड

×
 
Loading …

Välkommen till Player FM

Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.

 

Snabbguide

Lyssna på det här programmet medan du utforskar
Spela