$CRWD.US$ Currently, which one or two listed companies can c...
$CRWD.US$ Currently, which one or two listed companies can completely replace it? If not, even after technological reforms, who can say they won't make a mistake once or twice in their lifetime?![]()
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Tyler0710 : Some companies lose Kaspersky after making one mistake
ISTJ : Competition in this industry is too fierce. Crowdstrike's market share is not high. The main competitive products are AI-based cloud security services. There are also many big names in this business, such as the established Cloudflare and Sentinel One. This chaos will further diversify the risks of enterprises when purchasing security service providers. Cloudstike's new orders for the next quarter have been reduced by 20%. Coupled with compensation payments thereafter, the short to medium term prospects are not promising
伸手由天剁手有道 : If you don't go bankrupt this time, it's time to worship Buddha
买跌不追涨 OP 伸手由天剁手有道 : If it went bankrupt, it would be a few yuan long ago, and stocks that have plummeted by 890 points in one day are not for nothing.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
买跌不追涨 OP ISTJ : Are there still few things happening with Boeing? It's still a matter of life at stake. It definitely has an impact in the short term, but it feels like it's overreacting![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
PsychoSoldier : Sentinel One or Palo Alto Networks
Ken Griffin Charity PsychoSoldier : They are not even close. Crowdstrike commands 24% of the EDR market. SentinelOne is at 9% and no one uses Palo Alto for its EDR solution.
买跌不追涨 OP PsychoSoldier : What is Sentinel One's stock symbol? Not found
101782047 ISTJ : Are u sure bro. Do your check before misleading the rest. They have high border for others to copy and all are big names. No substitute at least for now
ISTJ 101782047 : Well, I did some quick search before I posted it.
https://www.techrepublic.com/article/crowdstrike-alternatives/
https://www.crowdstrike.com/compare/
https://www.crowdstrike.com/resources/reports/idc-worldwide-modern-endpoint-security-market-share-report/
ISTJ 101782047 : CrowdStrike 20% new booking loss in 2H 2024
https://uk.marketscreener.com/quote/stock/CROWDSTRIKE-HOLDINGS-INC-59783691/news/CrowdStrike-Partners-Estimate-20-Cut-in-Second-Half-New-Bookings-Following-Tech-Outage-Morgan-Stan-47495851/
ISTJ 101782047 : CrowdStrike potential lawsuits
https://www.itpro.com/software/crowdstrike-faces-shareholder-lawsuit-after-global-it-failure
https://www.businessinsider.com/delta-ceo-it-outage-cost-500-million-crowdstrike-lawsuit-2024-8