• 104712493 : CrowdStrike (CRWD), a leading cybersecurity company, is poised to deliver positive earnings growth driven by several key factors:
  1. Strong Demand for Cybersecurity Solutions
  Increasing frequency and sophistication of cyberattacks have heightened demand for advanced cybersecurity tools, especially endpoint and cloud security, where CrowdStrike excels.
  Businesses are increasingly adopting zero-trust architectures, aligning with CrowdStrike’s Falcon platform capabilities.
  2. Expanding Customer Base
  CrowdStrike continues to grow its customer count across enterprises, small-to-medium businesses (SMBs), and government sectors, which provides a diversified revenue stream.
  High customer retention and upselling opportunities through the addition of new modules to existing subscriptions drive recurring revenues.
  3. Subscription Revenue Growth
  The company’s software-as-a-service (SaaS) model ensures predictable, high-margin recurring revenues.
  Dollar-based net retention rates above 120% show that existing customers are increasing their spending on CrowdStrike’s offerings.
  With these factors, CrowdStrike's path to sustained profitability is underpinned by strong revenue growth, customer retention, and operating efficiencies. The company’s ability to execute on its growth strategy will determine its long-term earnings trajectory.

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• All Also Taken : and right on cue the s&p is up

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• Lucas Cheah : $Dell Technologies (DELL.US)$  benefits from strong enterprise IT demand, particularly in servers and storage solutions. For example, its PowerEdge servers are widely adopted in data centers, supporting growth in its Infrastructure Solutions Group. However, the decline in global PC sales post-pandemic impacts its Client Solutions Group. Dell’s focus on hybrid cloud and edge computing, such as APEX as-a-Service offerings, presents long-term growth potential.
  $CrowdStrike (CRWD.US)$  cloud-native Falcon platform is a leader in endpoint security, driving high retention rates and customer growth. For instance, its expansion into identity protection and cloud workload security has attracted large enterprise clients. Increasing cybersecurity threats fuel demand, but competition from Palo Alto Networks and high R&D expenses could pressure margins.
  $HP Inc (HPQ.US)$  faces near-term headwinds from declining demand in PCs and printers. However, its subscription-based services like HP+ in printing offer stable, high-margin revenue. For example, HP’s focus on commercial PCs and innovation in 3D printing provide niche growth opportunities. Cost-cutting initiatives are helping offset weaker consumer demand.
  In summary:
  • $Dell Technologies (DELL.US)$ : Strong enterprise IT growth through servers and hybrid cloud; faces PC market challenges.
  • $CrowdStrike (CRWD.US)$ : Robust cybersecurity demand via Falcon platform; expanding into identity and cloud security.
  • $HP Inc (HPQ.US)$ : Weaker PC/printer demand, but growth in services like HP+ and 3D printing offers potential.

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