UBS notes that January/February checks were positive on both CrowdStrike’s expansion business as well as new logos, and that conversations generally still skew positive on company fundamentals.

Nasuni, a leading unified file data platform for hybrid cloud environments, today announced a new integration with the industry-leading CrowdStrike Falcon® cybersecurity platform. This new integration ...

CrowdStrike is the first cybersecurity ISV ... whether that's winning new logos or third-party analyst research. We find ourselves placed at the epicenter of a rapidly evolving demand environment.

CrowdStrike Holdings ... whether that's winning new logos or third-party analyst research. We find ourselves placed at the epicenter of a rapidly evolving demand environment.

CrowdStrike is the first cybersecurity ISV ... whether that's winning new logos or third-party analyst research. We find ourselves placed at the epicenter of a rapidly evolving demand environment.

CrowdStrike remains extremely expensive despite ... We've got a lot of room with respect to new logos, and we've got this ever expanding base where we can sell into an upsell and cross-sell.

Google’s $32B Wiz acquisition raises questions on strategy, AI competition, and cloud dominance as investors react ...

Google: Alphabet's latest offer is higher by roughly a third of the $23 billion deal it offered last year, which Wiz called ...

The all-cash buyout comes after Wiz rejected a $23 billion bid from Alphabet last year due to concerns about antitrust ...

BB's strategic initiatives and focus on IoT business bodes well. Tough backdrop in automotive and stiff competition are concerns.

Post-Trained by NVIDIA, New Llama Nemotron Reasoning Models Provide Business-Ready Foundation for Agentic AI Accenture, Amdocs, Atlassian, Box, Cadence, CrowdStrike, Deloitte, IQVIA, Microsoft ...

Accenture has made NVIDIA Llama Nemotron reasoning models available on its AI Refinery platform - including new industry ...