Post 172; Dec. 2, 2020 – Digital Porcupine

CRWD just absolute crushed every metric and is showing significant growth acceleration. They could be up 10% or more tomorrow and are surging after hours. Call is in 45 minutes, but on first blush I can’t find any metric they didn’t absolutely crush: revenue growth, earnings, ARR, increased gross margins, new module adoptions, increased guidance…can’t imagine this call doesn’t turn into a celebration party! Cheers!

Ok…probably off the mark since they are now already up 12% after hours!! No complaints there! 😜

User comment: Fantastic! Now my largest holding

CrowdStrike Reports Fiscal Third Quarter

User comment: Impressive!

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