CrowdStrike: On the Brink of Becoming GAAP Profitable

We want to put a spotlight on CrowdStrike going into the earnings report tomorrow, and to point out the company was GAAP profitable in the last quarter. This is something that other cloud companies will take years to achieve -- if they get there at all. CrowdStrike when public in 2019, yet has a cash flow margin of 33% and an operating cash flow margin of 43%. The cash flow margin defies the few, brief years the company has been on the market. Most tech companies are burdened with stock-based compensation or growth tactics that deplete cash, especially in the initial years that follow the IPO.

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