Future of CrowdStrike CRWD

Overall it’s not looking good for long term.

Top line/Growth- it’s incredibly difficult now for them to acquire new customers. It will be even more difficult to sell anything new to existing customers. Basically any new revenue growth is hard to come by.

Top line/Growth- existing customers may ask for better terms, discounts and rebates. This will impact growth or even go to stagnant or negative growth in revenues in near terms

Top line/ Growth- it’s possible to lose customers during contract renewals cycle.

Top line/Growth- Forget about more govt clients, industry facing large customer bases like airlines, airports, utilities etc.

Bottom line - many sales team may jump or need huge options n hikes further eroding bottom lines

Bottom line- potential costs from all lawsuits not covered by insurance

Bottom line- huge jump in insurance premiums

What’s good

They got huge free publicity so no more advt needed

Retail regards can jump in for quick bucks

Some can acquire them minus liabilities (they can create bad company, transfer liability, sell the rest, declare bankruptcy)