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George Kurtz is pumped up\\u2026and why not? CrowdStrike\\u2019s business appears to be on a fast track and entering a new phase of growth, despite the difficult macro and elongated sales cycles. The company\\u2019s products are considered best in class, its business is growing steadily and an improved profitability and cash flow outlook had investors excited, at least up until this week. A still challenging environment and a rich 13X revenue multiple perhaps led to some profit taking, but Gen AI could be the next catalyst for the company. In the race to close the SecOps staffing gap, CrowdStrike has what appears to be a strong play with a natural language-based intelligent assistant known as Charlotte AI.\\xa0

In this Breaking Analysis we update our scenario on security leader CrowdStrike. We\\u2019ll review the company\\u2019s recent progress, share survey data that shows where it is strong and where there may be icebergs ahead. And we\\u2019ll preview Fal.Con 2023 which takes place next week in Las Vegas.\\xa0