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CrowdStrike ($CRWD) is making waves in the cybersecurity industry by delivering strong Q4 results that refute concerns of a softer security spending environment. The company is engaging in a competitive battle with Palo Alto Networks ($PANW) over platforms vs. bundles, with the CEO taking shots at competitors during the earnings call. Market analysts note the historic stock gains as CrowdStrike closes in on Palo Alto Networks.
$CRWD CEO takes shots at competitors like $PANW: โI heard a lot about platformization over the last week. To me, it's kind of a made-up, fugazi term, but what I believe our competitors are talking about is bundling, discounting, and giving products away for free, which isโฆ
MyPOV: @CrowdStrike, @PaloAltoNtwks duel over platforms vs. bundles https://t.co/nujKgbBO8qย The cybersecurity platform wars may be getting a bit chippy as CrowdStrike and Palo Alto Networks duel as they try to convince enterprises to consolidate on their platforms. @ldignan
"They're not frenemies, but there's mutual respect there." Cybersecurity player $CRWD is on the offense, calling out competitor $PANW in the company's earnings call. @jimcramer and @davidfaber lay out the combative call and quarterly beat in today's #MadDash. https://t.co/cOx46RTXDb
