Motley Fool Money What Bonds, Dollar Stores Say About Economy
10 snips
Jun 4, 2025 
Joining the conversation is Asit Sharma, an investment analyst known for his keen insights into market trends. He and Ricky Mulvey delve into CrowdStrike's impressive turnaround following last year's outage, emphasizing its ongoing revenue growth. They also discuss Dollar Tree's revealing financial update, exploring how rising costs and affluent shopper traffic impact its future. Plus, they highlight the bond market's signals, underlining their critical role in understanding broader economic dynamics.
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CrowdStrike's Resilient Growth
- CrowdStrike continues double digit revenue growth despite last year's outage.
- High customer retention shows strong subscription business health and confidence.
CrowdStrike's Profitability Nuance
- CrowdStrike has high subscription gross margin but loses money due to stock-based compensation.
- Majority of share-based pay goes to R&D and sales, supporting business growth and innovation.
Interpret Buybacks Cautiously
- Investors should view CrowdStrike's $1 billion buyback mainly as dilution offset.
- Don't overestimate buybacks as they may not significantly impact overall share count.