The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Lemkin: CrowdStrike market cap will rebound to $83B by Christmas 2024
“I'm going to guess it bridges 50% of the gap. So was it a hundred? Today it's at 66. So I'm going to guess it makes back 17%, half of that. So what does that bring us up to 80? 83? I'll go 83.”
Randle: Top public SaaS platforms trade above 15x NTM revenue
“You have, I mean, Palo Alto, CrowdStrike, Cloudflare, Datadog, Palantir, all these companies trade above 15 times NTM revenue again.”
O'Driscoll: Major cybersecurity incumbents will aggressively acquire agentic AI security startups
“So I think there'll be a ton of fast acquisitions as agent security solutions emerge, you know, and people will be doing, if they're smart, and I think those two companies are extraordinarily smart, they'll be doing acquisitions long before it's quote certain …”
Kurtz predicts CrowdStrike will mirror Salesforce's platform and revenue trajectory
“I think the next five years probably look a lot like, you know, Salesforce trajectory where you continue to build out your platform, you continue to scale your revenue, your annual recurring revenue, additional geographic expansion.”
Kurtz: CrowdStrike was the largest security company at IPO
“When we IPO'd, we were the largest security company at the time when we IPO'd.”
Kurtz: CrowdStrike committed to never selling perpetual licenses
“When I recruited my CFO, I said, hey, we'll never have a perpetual license, and he gave me a hug.”
Gandhi: Accel invested in CrowdStrike at a $150M post-money valuation
“So I never looked at it as a three to five X. I looked at it as we're investing in a company, you know, in the first round when we did it was a 150 posts or something like that.”
Rory O'Driscoll: CrowdStrike traded at 16x revenue post-drop with 31% cash margins
“It's 22% revenue growth projected, 31% cash margins, and it was trading at 16 X revenues on Friday after the first hit.”
Lemkin: CrowdStrike is growing 33% at nearly $4B revenue
“Amazing, growing 33% at almost four billion in revenue.”
CrowdStrike flew all global new hires to California pre-COVID
“Up until COVID, you know, we would actually, no matter where the person was hired, they could be in Australia, we would send them to California for one week of training.”
Kurtz met 100 global customers in 100 days post-CrowdStrike IPO
“On Monday, we're going to start the 100 by 100. We're taking one day off and we're doing the 100 by 100. He said, well, what is that? And I said, we're going to meet a hundred customers in a hundred days, wherever they are. I flew all over the world to meet a …”