CrowdStrike - End-point Cloud Security Leader With Widening Moat
Next-gen cloud security leader with first to market advantage platform based cloud native approach. Expanding TAM and impressive FY2021 results showing clear pathway to durable cash generation.
CrowdStrike is the leader in endpoint security, the first true cloud-native offering single-agent platform solution. It was founded by George Kurtz in 2011 and IPOed in 2019.
I first wrote about CrowdStrike in Sep 2020. This follow-up article shows continued growth across financial and operations metrics in Q4 and FY2021 results.
It expanded the F…