Market share increased close to 20% from 9% at IPO. Winning clients from Microsoft, Sentinel One and other legacy providers. Raised FCF margin target to 36% from 30% and doubled its TAM to >$200B
$CRWD CrowdStrike is the First Cybersecurity ISV Founded for the Cloud to Exceed $1 Billion in AWS Marketplace Sales. This shows selecting the right go-to-market strategy is just as important or even more important than having the best product, not that CRWD doesn't have both! CRWD's partnership with marketplaces such as AWS is akin to having an extra leg for growth, what's more, AWS is the number 1 cloud infrastructure provider at $48B sales last year, twice the size of Azure (MSFT). Being on AWS and passing the $1B sales milestone will help win more logos and extend the runway for growth. As CRWD brings in more commission for AWS, the relationship will be stronger and more ever lasting.
$CRWD CrowdStrike is the First Cybersecurity ISV Founded for the Cloud to Exceed $1 Billion in AWS Marketplace Sales. This shows selecting the right go-to-market strategy is just as important or even more important than having the best product, not that CRWD doesn't have both! CRWD's partnership with marketplaces such as AWS is akin to having an extra leg for growth, what's more, AWS is the number 1 cloud infrastructure provider at $48B sales last year, twice the size of Azure (MSFT). Being on AWS and passing the $1B sales milestone will help win more logos and extend the runway for growth. As CRWD brings in more commission for AWS, the relationship will be stronger and more ever lasting.
https://uk.finance.yahoo.com/news/crowdstrike-first-cybersecurity-isv-founded-130000007.html
$CRWD CrowdStrike recognized as a “dominant endpoint” solution with "superior vision" in The Forrester Wave: Endpoint Security, Q4 2023 https://www.crowdstrike.com/resources/reports/crowdstrike-recognized-as-dominant-endpoint-solution-with-superior-vision/
$CRWD continues to aggressively attack Microsoft Defender by sharing customer experience when using both. Comparing MSFT and CRWD head-to-head, CRWD wins on costs, ease of use, efficiency and effectiveness - https://www.crowdstrike.com/blog/crowdstrike-vs-microsoft-defender-for-endpoint/?utm_medium=soc&utm_source=twtr&utm_term=spklr&utm_content=11476704513&utm_campaign=default&utm_activation=corporate%20blog