AI cloaking, Windows flaw patch, npm malware, Canada ICS breach, Tas Gov data leak, Family Health hack, cities drop Flock, FINTOCH arrest, Vermont hacker probation.
Great daily roundup! The CrowdStrike stock movement is interesting in context. Down just 0.2% while the broader cybersecurity sector pulled back harder shows they're holding up well compared to peers. The "valuation concerns" mentioned are worth noting, but CRWD has consistently proven they can grow into their multiple through expaned enterprise penetration and platform consolidation.
What really stands out is their resilience after the summer outage incident. A lot of companies would have seen sustained sell offs, but CrowdStrike bounced back because their technology moat and customer retention metrics remained strong. The slight pullback here looks more like profit taking than any fundemental shift in investor sentiment.
Looking at the competitive landscape you mention (Zscaler down 2.4%, Palo Alto down 1.9%), CrowdStrike's relative outperformance suggests the market still sees them as a leader in endpoint security and XDR. The ongoing shift to AI powered security agents should be a tailwind for them going forward.
Great daily roundup! The CrowdStrike stock movement is interesting in context. Down just 0.2% while the broader cybersecurity sector pulled back harder shows they're holding up well compared to peers. The "valuation concerns" mentioned are worth noting, but CRWD has consistently proven they can grow into their multiple through expaned enterprise penetration and platform consolidation.
What really stands out is their resilience after the summer outage incident. A lot of companies would have seen sustained sell offs, but CrowdStrike bounced back because their technology moat and customer retention metrics remained strong. The slight pullback here looks more like profit taking than any fundemental shift in investor sentiment.
Looking at the competitive landscape you mention (Zscaler down 2.4%, Palo Alto down 1.9%), CrowdStrike's relative outperformance suggests the market still sees them as a leader in endpoint security and XDR. The ongoing shift to AI powered security agents should be a tailwind for them going forward.