Exploring the results of this cybersecurity disruptor.
What about their market share in their core categories? Do you have numbers? Thanks!
Great work Brad, much appreciated 👌
hey brad! mgmt updated 5/6/7+ counts that aren't reflected, see the note in PR
"It should generate roughly $1 billion in FCF this year. Yes, this includes the stock comp..." Does that mean we have to mentally subtract the stock comp from the $1 billion of FCF? Or does it mean that the $1 billion is somehow net of stock comp?
great write up as always ... thanks!
CrowdStrike Fiscal Q4 2023 Earnings Review
What about their market share in their core categories? Do you have numbers? Thanks!
Great work Brad, much appreciated 👌
hey brad! mgmt updated 5/6/7+ counts that aren't reflected, see the note in PR
"It should generate roughly $1 billion in FCF this year. Yes, this includes the stock comp..." Does that mean we have to mentally subtract the stock comp from the $1 billion of FCF? Or does it mean that the $1 billion is somehow net of stock comp?
great write up as always ... thanks!