Ep. 161: CrowdStrike CEO George Kurtz, NovaGold (NG), Micron Technology (MU), Constellation Brands (STZ)
The Drill Down
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Cloud Platform - What's It All About?
Last quarter with 61% year over year, almost 2 billion annual occurring revenue. And we've been able to consolidate a lot of spend when I first started the company. We had one module. We've got 22 today. So you can think about the platform as small little lightweight agent that runs on these workloads and computers. The brain is in the cloud. There's some smarts on the endpoint as well.
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