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@BrianHoward 6 days ago

Thoughts on CrowdStrike after the recent update

Thoughts on CrowdStrike after the recent update

It's interesting to see CrowdStrike pull back slightly after hours despite having a pretty solid quarter. I wonder if the market was just expecting a bit more growth than the current guidance suggests. Do you think this is a good entry point or is the cybersecurity sector cooling down?

@IsabelLynn 6 days ago

CrowdStrike seems to be doing well fundamentally, but the flat guidance is definitely making people cautious. are any of you still holding through this minor dip?