Part 3: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Summary
* In Part 1 we discussed XDR. In Part 2 we discussed pricing, the channel, and SMB segment. In Part 3 we cover CRWD's competition with MSFT and valuation.
* Specifically, we address the misleading claims that CRWD made against MSFT in its April 2023 investor briefing presentation.
* We speculate on CRWD's future valuation scenarios. In short, there will be range bound opportunities for investors but a multifold upside is unlikely from here.
Taking on MSFT more directly
In the past
