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 Melotto Parron - JP Morgan Chase & Co, Research Division - Analyst
: This is Matt on for Sterling. Just wanted to get a sense of what you guys are seeing in terms of, in initial deals, the adoption of multiple modules. I
know you guys talked about the percentage of customers using 4 or more, 5 or more, but just at that initial stage, what have you guys been seeing
in terms of multiple modules?
Question: Matthew Melotto Parron - JP Morgan Chase & Co, Research Division - Analyst
: Great. And then just a quick follow-up. In terms of the newer modules, are there any specific ones that you guys are seeing increased adoption?
Question: Gur Yehudah Talpaz - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: Okay. Great. First off, congrats on the results. Two questions, one for each of you, George and Burt. George, you talked about the forthcoming
launch of host-based firewall management. And sort of beyond wanting to gauge the initial interest for the module, I also want to better understand
what you're seeing in terms of customers wanting to move past end point augmentation to one that ultimately allows them to standardize on
CrowdStrike as the sole provider of end point security.
Question: Gur Yehudah Talpaz - Stifel, Nicolaus & Company, Incorporated, Research Division - Analyst
: That's helpful. And then, Burt, for you, when you think about the forthcoming margin improvement and targeting margin positive in Q4 of next
year, how important is the frictionless sales motion of getting there? Maybe you can give us some color around conversion of the "try it before you
buy it" customers and what you're sort of thinking about when you move into next year.
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