CrowdStrike

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 2, 2022 by Arun Matthew · said 28 times in 6 episodes since 2019 · across every show →

Mentions by year

brought up most by Alex Clayton (14), Jason Lemkin (10), Arun Matthew (3), Alex Ferrara (1)

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Everything said about CrowdStrike, oldest first

Dec 2, 2022 neutral
Assertion Supported
Matthew: CrowdStrike trades at 12x current ARR and 9.5x forward
“You look at what CrowdStrike is valued at, it's valued on current ARR at 12 times. And you look at a forward number that's nine and a half times.”
Arun Matthew Dec 2, 2022 ▶ 19:35 Accel, Iconiq & Salesforce Ventures: "Where Venture Is Right Now: Gritty & Much Harder" at G2 Reach
Feb 21, 2025 positive
Assertion Supported
Clayton: CrowdStrike sustained nearly 50% ARR CAGR post-IPO to $4B
“They've continued on a very high growth rate through 20 24 and have been growing at a 50%, almost a 50% ARR growth CAGR since going public in 2019, and they're approaching four billion dollars.”
Alex Clayton Feb 21, 2025 ▶ 15:45 The Real Data on What it Takes to Go Big and Eventually IPO with Meritech Capital
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