CrowdStrike: Cyber SaaS - [Business Breakdowns, EP. 72]
发布时间 2023-08-23 09:41:37 来源
摘要
This is Jesse Pujji and today we are breaking down CrowdStrike, the cybersecurity provider. We cover how CrowdStrike reinvented cybersecurity for the cloud era, why the pandemic-induced shift to remote work drove a paradigm shift in the industry, and how the company helped identify Russian hackers during the 2016 election.
Our guest is Roneal Desai, a senior public market investor focused on enterprise software. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here: https://www.joincolossus.com/episodes/79440285/desai-crowdstrike-the-security-cloud
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Show Notes
[00:00:00] - Introduction
[00:02:29] - [First question] - Overview of what CrowdStrike is
[00:05:28] - The size and scale of CrowdStrike today
[00:07:10] - Customer use-cases before and after CrowdStrike
[00:08:45] - What software would have been used prior to CrowdStrike
[00:12:17] - How many customers could there be and who CrowdStrike is taking share from
[00:16:41] - What their prior estimates lacked in terms of TAM
[00:17:17] - Whether or not Palo Alto Networks is a true competitor
[00:19:33] - The criteria used for deciding which service is better than the other
[00:21:16] - The early days and founding story of CrowdStrike and their structural advantages
[00:27:30] - What about COVID opened up an opportunity for CrowdStrike’s growth
[00:29:44] - The P&L and the special parts of the business that show up there
[00:34:21] - Strategic acquisitions and product expansion
[00:39:21] - What’s behind their distinctive growth
[00:40:54] - Other noteworthy aspects of their gross margin and R&D
[00:44:17] - Distinctive aspects of their sales and marketing strategy
[00:50:00] - What their unit economics looks like today
[00:52:35] - Key factors that would contribute to the bull case for CrowdStrike in ten years
[00:54:14] - Why a security company would become the integrated layer
[00:55:47] - Biggest risks and threats to CrowdStrike over the next decade
[00:57:41] - Lessons for builders and entrepreneurs
[00:59:05] - Lessons for investors
[01:00:09] - Where to go to learn more about CrowdStrike
#businessbreakdowns #crowdstrike #podcast
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