CrowdStrike Q1: The Strongest Best-of-Breed Cloud and Cyber Stock in the Market

As we near the end of the Q1 earnings season with a few reports left to go, there is no denying what is the strongest cloud stock and cybersecurity stock in the market. Every single cloud and cybersecurity report this quarter has carried a line item or two of disappointment. CrowdStrike shrugged off the cloud woes and is continuing to set itself apart in a meaningful way. The company delivered a strong quarter as it beat on both the top and bottom line, and increased its full-year revenue guide. Net new ARR growth was far ahead of management’s expectation from last quarter. Cash flows rose to new records, and module adoption rates increased sequentially.

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