Investment Thesis: The World Economic Forum (WEF) 2020 Global Risk Report reported cyber attacks as a top 10 risk in terms of likelihood and impact. With an expected, 75 billion connected devices by 2025 and 6 billion connected people by 2022 cybercrime will become increasingly more prevalent. CrowdStrike's Falcon platform provides a strong competitive advantage and allows the company to easily expand into markets outside of endpoint/workload protection. These factors fuel an increasing TAM and provide CrowdStrike with significant upside potential.
CrowdStrike: The Future of Cybersecurity
CrowdStrike: The Future of Cybersecurity
CrowdStrike: The Future of Cybersecurity
Investment Thesis: The World Economic Forum (WEF) 2020 Global Risk Report reported cyber attacks as a top 10 risk in terms of likelihood and impact. With an expected, 75 billion connected devices by 2025 and 6 billion connected people by 2022 cybercrime will become increasingly more prevalent. CrowdStrike's Falcon platform provides a strong competitive advantage and allows the company to easily expand into markets outside of endpoint/workload protection. These factors fuel an increasing TAM and provide CrowdStrike with significant upside potential.