Quote:
Originally Posted by Slava
Well it's not a security issue, it's a technical issue, so it seems like that would be surmountable?
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I mean, the purpose of crowdstrike is to make your website/tech processes more secure/robust.
Them rolling out some big huge technical flaw doesn't do that. My understanding is that they're a relatively premium product that has been gaining market share, thus justifying the high valuation/growth.
But I have to think this will impair their ability to win new contracts going forward, at least for awhile. I doubt the market will be willing to overlook a big drop in their growth rate.