09/11/2024, 12:56 PM UTC
CrowdStrike:遭遇故障后仍保持强劲势头 - 仍建议买入CrowdStrike: 1 Out Of 3 Strikes Used - Still Buy
1. CrowdStrike在故障后展现出韧性,第二季度业绩强劲,确认了看涨情绪;2. 八个或更多模块的交易增长了60%,突显了Falcon平台的粘性和新客户采用率的增长;3. 第二季度收入同比增长32%至9.639亿美元,超出预期,非GAAP EPS为1.04美元,也超出预期。1. CrowdStrike's resilience post-outage and strong Q2 results affirm bullish sentiment; 2. Deals with eight or more modules surged 60%, highlighting the stickiness of Falcon platform and growth in new customer adoption; 3. Q2 revenue grew 32% year-over-year to $963.9M, beating expectations, and non-GAAP EPS of $1.04 also surpassed forecasts.
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