CrowdStrike Holdings Inc (MEX:CRWD)

MXN 6972.5 309.56 (4.65%) Market Cap: 1.69 Tn Enterprise Value: 1.63 Tn PE Ratio: 496.26 PB Ratio: 29.42 GF Score: 77/100

CrowdStrike Holdings Inc at Jefferies Cybersecurity Summit Transcript

Dec 05, 2023 / 08:15PM GMT

Release Date Price: MXN4151 (+1.40%)

Transcript 10-Q

Joseph Anthony Gallo

Jefferies LLC, Research Division - Equity Associate

We're delighted to have Burt Podbere, the CFO of CrowdStrike for over 8 years, and more importantly, I believe you have a doctorate in gross margin. So...

Burt W. Podbere

CrowdStrike Holdings, Inc. - CFO

It certainly feels that way.

Questions & Answers

Joseph Anthony Gallo

Jefferies LLC, Research Division - Equity Associate

Thank you for joining us. Maybe just starting there. What is it about the CrowdStrike financial model that makes it so unique that you can do what you're doing with gross margins, because you're certainly in rarefied air as it relates to SaaS companies.

Burt W. Podbere

CrowdStrike Holdings, Inc. - CFO

Thanks, Joe. First. It's great to be here. Thanks for doing this with me. And you're right. Gross margin, I feel like I have a post doc in gross margin. When I got to CrowdStrike, it was well below 50%, let's say, and that was back in 2015. And I think even back then,

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