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CrowdStrike Reports Wednesday, and Here's Why I'm Not Married to the Stock

·4 min read
CrowdStrike Reports Wednesday, and Here's Why I'm Not Married to the Stock
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  • CRWD
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If you read Market Recon, then you know that cybersecurity provider Zscaler posted a nice quarter, and increased guidance. Readers might know that I nibbled on CrowdStrike overnight, largely because cybersecurity providers are expected to be among the strongest performers within the broader software/cloud services industry going forward. Oh, and also because CrowdStrike's brand is well integrated with Zscaler, and CrowdStrike reports tonight.