Premium: Falcon or Phoenix?
CrowdStrike had an impressive run in 2023, as security and breaches remain at the forefront of attention. They have been busy moving in a few directions beyond their core endpoint protection over the past two years, and I found that their Fal.con event in September really clarified those directions. Beyond showing off their new security AI and new modules in those expected directions, they also added big improvements to their partner ecosystem, a new acquisition, and a surprising new direction. Let's revisit CrowdStrike's product moves over the past several months. Part 2 will look at their financial performance, revamped IR targets, and growth vectors from here. This will also be of interest to other next-gen security and CNAPP platforms like Palo Alto, Microsoft, Google, Sentinel One, Cloudflare, and Zscaler, as well as shift-left plays like Datadog and GitLab. As previously covered (in Q4 and Q1 takes), the first half of 2023 saw them add Falcon Surface (EASM through Reposify acquis
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