"CrowdStrike has a disruptive business model in endpoint security. The company's cloud-native Falcon platform uses Artificial Intelligence to learn from the data it collects, permanently improving the effectiveness of the platform to provide the best solutions in an always changing cybersecurity environment."

"When a client gets attacked, the company gathers information from that attack and learns from it, generating better solutions for all of CrowdStrike clients based on one single event experienced by one client."

"The more users CrowdStrke has, the more information it collects from those users, which makes the platform more effective for all of the users."

"Besides, a cloud-native platform such as Falcon is much more easily scalable and easy to implement, which is a crucial advantage in times of work from home and expanding needs for endpoint protection in cybersecurity."

"Most of the costs of providing the service are relatively fixed in comparison to revenue, so profit margins can be expected to expand as revenue grows over the years."

"CrowdStrike ended the second quarter with a magic number of 1.3, which is exceptionally high by industry standards and a new record for the company."

"It is not so much about the risk that other industry players could beat CrowdStrike at its own game in the short term, but rather the chance that an increasingly aggressive landscape could force CrowdStrike to continue making huge investments in marketing and advertising in the future, which would ultimately hurt the company's ability to continue expanding its profit margins."