Customer AdoptionCrowdStrike's largest customers are increasingly eager to adopt the firm's technology across major cybersecurity functions, demonstrating strong demand for its products.
Financial PerformanceFY29 should show improved GM in the range of 82%-85% and FCF ranging between 34%-38% as migration to CRWD's own data centers and strategic deployment of agentic AI should unlock opex efficiencies and drive FCF.
Market LeadershipThe conference highlighted CrowdStrike's leadership in markets beyond Endpoint, such as NG-SIEM, Identity, Cloud, and AI Security, showcasing its expanding presence and influence.