Great analysis, really love your insight here! I don’t suppose you share your integrated model? Would love to see how you are expecting some line items to move in the future
As a big $CRWD enthusiast, I agree with your piece. I do think it has more to run than you described via price target. Happy to subscribe to your newsletter and wish you luck. Have a look at my newsletter. Pairs well. Launches soon. investrly.substack.com
Hi Serge and thanks for the comment! I couldn't fit a competitor analysis in to the two pager that serves as the basis for this newsletter. However, you can find a discussion on the competition and CRWD's place in the industry in the detailed report that I linked.
To answer your question directly, its direct competitors are: Symantec (legacy player CRWD is taking market share from), Cylance (owned by Blackberry), Cybereason, Carbon Black, Palo Alto Networks, FireEye, TrendMicro, and MSFT. Crowd is taking market share from the legacy players (i.e. Symantec, McAfee, TrendMicro) at a rapid clip.
Great analysis, really love your insight here! I don’t suppose you share your integrated model? Would love to see how you are expecting some line items to move in the future
Hi Dom - really appreciate it! I don't share my model, I'm actually not sure how to. You can ping me on Twitter or email and we can discuss.
Hi Chris, my apologies if this is a straight forward answer, but where may I find your email address? Thanks again!
As a big $CRWD enthusiast, I agree with your piece. I do think it has more to run than you described via price target. Happy to subscribe to your newsletter and wish you luck. Have a look at my newsletter. Pairs well. Launches soon. investrly.substack.com
Thanks Michael - I subscribed to your newsletter and am looking forward to it.
That price target is just 15-18 months out. LT it has a huge runway. I wanted to be cognizant of multiple contraction given the recent run-up.
Also, for me, price targets are almost more directional. I don't cut my winners. I think it's moving higher and would just let it run.
Thanks for the article but you did not mention any competitors at all except MSFT. Are they exist? FTNT / NET ?
Hi Serge and thanks for the comment! I couldn't fit a competitor analysis in to the two pager that serves as the basis for this newsletter. However, you can find a discussion on the competition and CRWD's place in the industry in the detailed report that I linked.
To answer your question directly, its direct competitors are: Symantec (legacy player CRWD is taking market share from), Cylance (owned by Blackberry), Cybereason, Carbon Black, Palo Alto Networks, FireEye, TrendMicro, and MSFT. Crowd is taking market share from the legacy players (i.e. Symantec, McAfee, TrendMicro) at a rapid clip.