invest1 distinct publisher
CrowdStrike cleared its own net-new ARR ceiling by at least 15.6%
Management guided to at most $288 million of net-new ARR and booked $333 million, up 51% from roughly $220 million a year earlier. A budget line being treated as non-discretionary should be easier than that to forecast.
Publishers:cnbc.com
Reality
- Evidence48
- Adoption72
- Hype gap+28
- Incentives78