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Crowdstrike's strong earnings in cybersecurity, potential new Texas stock exchange, Spotify's price hikes, DOJ's antitrust case against Live Nation, and analysis of DocuSign and Casey's General Stores.
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- CrowdStrike shows strong growth potential in cybersecurity market.
- Thor Industries faces challenges and opportunities in cyclical RV industry.
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CrowdStrike's Strong Performance and Growth Potential
CrowdStrike reported another strong quarter with total revenue up 33% year-over-year and annual recurring revenue increasing by 33% to $3.65 billion. The company's path to $10 billion in annual recurring revenue shows significant growth potential. The growth in subscription customers using multiple modules indicates a positive trajectory for CrowdStrike in dominating the cybersecurity space.
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