CrowdStrike's Q1 performance report this week shows that the company's cash flow continues to grow due to strong growth in market share and higher customer unit prices. Over the next 12 months, we are expected to see CrowdStrike's market capitalization exceed $100 billion. The market capitalization is expected to double within the next 4-5 years.
We'll look at the following three aspects to understand why CrowdStrike can reach a market capitalization of 100 billion dollars in the future.
I. Defensive spending and long-term strong favorable factors
Cybersecurity is the most definitive and most important part of IT spending, mainly because:
1) With the addition of AI technology, cyber hacking attacks are becoming increasingly rampant.
With the rapid development of artificial intelligence technology, cyber hackers also use AI tools to carry out more complex and covert attacks. AI enables attackers to automate many attack steps, such as password cracking, vulnerability scanning, and social engineering attacks, greatly improving attack efficiency and success rate.
AI-driven malware can bypass traditional defense mechanisms through self-learning and evolution, making it much more difficult for enterprises to detect and defend.
In the face of increasingly rampant AI-supported cyber attacks, enterprises must increase their investment in cybersecurity to introduce advanced defense technology and professionals to ensure the security of information and systems. This trend has made cybersecurity an integral part of IT spending...