This chapter examines the recent performance of CrowdStrike, particularly its rising annual recurring revenue. The speaker also emphasizes the importance of the company's recognition of its challenges, suggesting a cautious yet optimistic outlook for its future.
Why is the chip designer spending $50 billion on share buybacks?
(00:21) Tim Beyers and Ricky Mulvey discuss:
- Highlights from Nvidia’s earnings.
- What future supercomputing systems could create.
- CrowdStrike’s first call since its outage.
Companies discussed: NVDA, CRWD, PANW, S
Learn more about the Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guest: Tim Beyers
Engineer: Tim Sparks
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