CRWD: Continuing to Win, Separating from CompetitionCRWD came in 5-9% above plan as the company continues to gain momentum across Falcon Flex with improving sales options with its partner ecosystem, including OKTA and ZS, to drive stronger pipeline activity without any kind of channel stuffing. The
Adding Identity Security Completing the Platformization Approach. While PANW has pursued over 30 acquisitions over the past 5+ years, this acquisition was focused solely on adding a new leg to the company’s platformization strategy that was announced in 2024 as PANW looks to double down on this str
A Closer Look at FY2Q26 (July) ResultsRevenueTotal revenue of $1.169 billion (up 21% y/y) came in above both the Street’s $1.150 billion estimate and the company’s guidance range of $1.1447 billion to $1.1151 billion driven by rapid platform growth across cloud security, Next-Gen security, and Log-
CRWD: Strongest Performance One Year Out from IT OutageCRWD came in 5-9% above plan in the quarter, the first time in a calendar quarter since the IT outage occurred, as the company saw an uptick in win rates against SentinelOne and Trellix even downstream against MSFT while setting a record for ne
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