Weekly Innovation Review (WIRE) #39
Headline Developments: Another week, another major cyber attack! Last Friday, a global ransomware attack hit up to 1,500 companies
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Crowdstrike 1Q2022: The Best in the Biz
Incredibly strong quarter for Crowdstrike. The business is humming, clearly separating itself from its legacy peers. High profile ransomware...
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Crowdstrike Analyst Day: Really, Just $3B in ARR?
Crowdstrike Analyst Day was underwhelming with easily reached ARR and Operating Model Targets introduced. We like the stock anyway, especially with...
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Crowdstrike 3Q21: Like Shooting Fish in a Barrel
Crowdstrike delivered the most impressive performance of any software company during this reporting season so far. Unlike its high valuation peers,...
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FY2Q21: The Crowd Strikes Again
If a work from home growth software company jumps 14% the day before earnings cause another WFH software winner (ZM) jumped 40%, should said growth...
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