CrowdStrike Holdings Inc Investor Briefing Summary - Thomson StreetEvents

CrowdStrike Holdings Inc Investor Briefing Summary

CrowdStrike Holdings Inc Investor Briefing Summary - Thomson StreetEvents
CrowdStrike Holdings Inc Investor Briefing Summary
Published Apr 08, 2021
Published Apr 08, 2021
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About This Report

  
Abstract:

Edited Brief of CRWD.OQ conference call or presentation 8-Apr-21 8:00pm GMT

  
Report Type:

Brief

Source:
Company:
Crowdstrike Holdings Inc
Ticker
CRWD.OQ
Time
8:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : Thanks, Maria. This was really fantastic. We got a lot of details here to unpack. But maybe, George, I think we can talk about a lot of the things you highlighted. But the move in your TAM to $106 billion by 2025, I mean -- I think that's certainly caught me -- call my attention. I'm wondering, when you look at that, how much of that is growth in your current markets today versus new adjacencies? You had some components at the bottom of that chart. And for those new adjacencies, what are the things that excites you the most, that perhaps you don't even touch today? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. APRIL 08, 2021 / 8:00PM, CRWD.OQ - CrowdStrike Holdings Inc Investor Briefing


Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst : That's great. And then maybe that dovetails into a question on Humio. Obviously, it looks like logs is the logical starting spot, but you talked somewhat about observability. And maybe talk a little bit more about that move from logs to a broader observability play. I mean is that something that your customers are currently asking you for? Is that a logical thing that you think is within the purview of the next year or two?

Table Of Contents

CrowdStrike Holdings Inc at Bank of America Global Technology Conference (Virtual) Transcript – 2021-06-10 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 10-Jun-21 5:45pm GMT

CrowdStrike Holdings Inc at Robert W Baird Global Consumer, Technology & Services Conference (Virtual) Transcript – 2021-06-09 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 9-Jun-21 4:15pm GMT

CrowdStrike Holdings Inc Q1 2022 Earnings Call Summary – 2021-06-03 – US$ 54.00 – Edited Brief of CRWD.OQ earnings conference call or presentation 3-Jun-21 9:00pm GMT

CrowdStrike Holdings Inc Q1 2022 Earnings Call Transcript – 2021-06-03 – US$ 54.00 – Edited Transcript of CRWD.OQ earnings conference call or presentation 3-Jun-21 9:00pm GMT

CrowdStrike Holdings Inc Investor Briefing Transcript – 2021-04-08 – US$ 54.00 – Edited Transcript of CRWD.OQ conference call or presentation 8-Apr-21 8:00pm GMT

CrowdStrike Holdings Inc Q4 2021 Earnings Call Summary – 2021-03-16 – US$ 54.00 – Edited Brief of CRWD.OQ earnings conference call or presentation 16-Mar-21 9:00pm GMT

CrowdStrike Holdings Inc Q4 2021 Earnings Call Transcript – 2021-03-16 – US$ 54.00 – Edited Transcript of CRWD.OQ earnings conference call or presentation 16-Mar-21 9:00pm GMT

CrowdStrike Holdings Inc at Needham Virtual Growth Conference Transcript – 2021-01-14 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 14-Jan-21 5:30pm GMT

CrowdStrike Holdings Inc at Goldman Sachs Technology and Internet Conference (Virtual) Transcript – 2021-01-12 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 12-Jan-21 4:20pm GMT

CrowdStrike Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference (Virtual) Transcript – 2020-12-09 – US$ 54.00 – Edited Transcript of CRWD.OQ presentation 9-Dec-20 6:30pm GMT

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MLA:
Thomson StreetEvents. "CrowdStrike Holdings Inc Investor Briefing Summary" Apr 08, 2021. Alacra Store. May 13, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/CrowdStrike-Holdings-Inc-Investor-Briefing-B14639472>
  
APA:
Thomson StreetEvents. (2021). CrowdStrike Holdings Inc Investor Briefing Summary Apr 08, 2021. New York, NY: Alacra Store. Retrieved May 13, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/CrowdStrike-Holdings-Inc-Investor-Briefing-B14639472>
  
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