The chapter highlights CrowdStrike's successful earnings report with significant revenue growth, improved profitability, and increased free cash flow margin, resulting in a nearly 10% stock increase. Management's optimistic revenue guidance for the year indicates a positive outlook, despite a minor concern regarding the growth rate of net new annualized recurring revenue.
Growth comes easy when the product speaks for itself.
At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage.
Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company.
Learn more about the Range Rover Sport at: www.landroverusa.com
Companies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFT
Host: Mary Long
Guests: David Meier, Asit Sharma, John McCool
Producer: Ricky Mulvey
Engineers: Dan Boyd, Tim Sparks
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