By Convequity in CRWD — May 3, 2023 Part 2: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
CrowdStrike Notes: CrowdStrike - A Dive Into The Impact Summary * CrowdStrike's software update caused a widespread system crash, impacting
cybersecurity taxonomy Convequity Cybersecurity Taxonomy (Pt 2.1) Summary * Since our initial release of Part 1 of the Cybersecurity Taxonomy,
2Q24 Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors Summary * Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap