Security spending is defensive until the budget holder changes
It traded at 250.05, +0.53% today. The idea that security budgets never get cut has not actually been tested in a proper downturn.
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CRWDZS
Stock
CRWD
CRWD
Delayed
Notes mentioning CRWD
3Free cash flow that leaves out stock pay is not the whole bill
The margin I use once stock-based pay and dilution are counted.
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Net new recurring revenue is the number, and it is lumpy
The single best measure of a security platform's momentum is how much recurring revenue it adds each quarter. It is also the most volatile.
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