• Episode 35 | CrowdStrike: Navigating Growth and Challenges in Cybersecurity

  • 2025/03/13
  • 再生時間: 26 分
  • ポッドキャスト

Episode 35 | CrowdStrike: Navigating Growth and Challenges in Cybersecurity

  • サマリー

  • In Episode 35 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, provides an in-depth analysis of CrowdStrike, a leading cybersecurity company. With impressive 30% revenue growth, CrowdStrike’s subscription-based model and 75% gross margins position it as a high-growth player in the cybersecurity space. Despite current low net margins, the company is expected to be profitable moving forward with net margins of 20-25% for the full years of 2025-2026. Under the leadership of co-founder and CEO George Kurtz, the company has successfully navigated challenges and demonstrated their ability to recover. While CrowdStrike’s $91 billion market cap and high P/E ratio of 100 raise concerns, its solid balance sheet reflects sound financial management and long-term growth potential.





    Send us your feedback

    Support the show

    続きを読む 一部表示

あらすじ・解説

In Episode 35 of “Market News with Rodney Lake,” Rodney Lake, Director of the GW Investment Institute, provides an in-depth analysis of CrowdStrike, a leading cybersecurity company. With impressive 30% revenue growth, CrowdStrike’s subscription-based model and 75% gross margins position it as a high-growth player in the cybersecurity space. Despite current low net margins, the company is expected to be profitable moving forward with net margins of 20-25% for the full years of 2025-2026. Under the leadership of co-founder and CEO George Kurtz, the company has successfully navigated challenges and demonstrated their ability to recover. While CrowdStrike’s $91 billion market cap and high P/E ratio of 100 raise concerns, its solid balance sheet reflects sound financial management and long-term growth potential.





Send us your feedback

Support the show

Episode 35 | CrowdStrike: Navigating Growth and Challenges in Cybersecurityに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。