Goldman on $CrowdStrike (CRWD.US)$ Product: CrowdStrike hig...

Goldman on $CrowdStrike (CRWD.US)$

Product: CrowdStrike highlighted the progress it has made with its next-gen SIEM, including flagship wins at large financial institutions. CrowdStrike can sometimes land alongside an existing SIEM by providing a data lake, which allows customers to reduce cost by two thirds and drives faster processing. Over time, CrowdStrike can work with the customer to facilitate a transition for querying as well. Charlotte AI (its security operations center copilot) is seeing particularly strong adoption in Tier 3 analysts (that are more sophisticated than Tier 1 analysts) that can move quickly through workflow with an innate understanding of how to navigate the intelligence that Charlotte is providing. On AI roadmap, CrowdStrike highlighted threat intelligence to thwart social engineering attacks (e.g. being able to predict by voice whether someone is conducting an attack) as some of the most exciting work being done by its team, in partnership with Nvidia and its broader ecosystem.
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Kaushik