Updates: CRWD - Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
Summary
* It's clear that CRWD's core EDR business is slowing down more than what the headline numbers suggest.
* It seems as though the new strategy for EDR/XDR, announced earlier in the year, might be winning more customers, but revenue growth is suffering due to the aggressive pricing.
* However, its non-EDR lines of business are offsetting this slowdown with tremendous growth. In this report, we dive into some deep analysis to support this view.
* We also review CRWD's non-EDR business
