SECURITY
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CrowdStrike’s V-shaped recovery and cybersecurity’s future: TheCUBE’s day 1 keynote analysis at Fal.con 2025
In July 2024, a widespread outage rattled CrowdStrike Holdings Inc.’s customers, with nearly 96% impacted, according to an ETR survey cited by theCUBE Research. Instead of denial, CrowdStrike leaned into transparency — offering steep discounts, rolling out its Falcon Flex program for flexible pricing and openly communicating financial impacts to Wall Street.
Fast forward to 2025, and the Fal.con event kicks off with a clear message: CrowdStrike has rebounded from the July 2024 outage and is positioning itself for durable growth in the artificial intelligence-driven cybersecurity era.
“When you line them up against some of the other leaders like Palo Alto Networks and Zscaler Inc., they’re trading in a multiple,” said Dave Vellante, co-founder and analyst at theCUBE. “I think that multiple is warranted because of the great job they did bouncing back, not only about the durability of the platform, but the innovation. We will get into it on some of the keynotes, but one of the things that George Kurtz said, which was a little bit of a poke at some of the competitors, is ‘We’re a single platform, not a collection of platforms.’”
Vellante was joined by fellow analyst Rebecca Knight for a keynote analysis at Fal.Con, during an exclusive broadcast on theCUBE, SiliconANGLE Media’s livestreaming studio. They discussed how CrowdStrike turned a crisis into a catalyst for innovation, customer loyalty and market leadership.
The swift and strategic rebound at CrowdStrike: Platform versus patchwork
A recurring event theme has been the strength of CrowdStrike’s integrated platform compared to those of competitors, which tend to rely heavily on acquisitions. While others want to build a collection of platforms, the company favors smaller, innovation-driven tuck-in acquisitions, ensuring tighter integration, according to Vellante.
“I think they announced Pangea today, alongside the other one they made a couple of weeks ago, for streaming,” he said. “They do a good job of doing the integration. They’re not doing these big giant acquisitions like Palo Alto buying CyberArk for 25 billion. That’s a lot to swallow. I think this company does more … innovation tuck-ins that fit into its platform, and they do the engineering work.”
Here’s the complete video interview, part of SiliconANGLE’s and theCUBE’s coverage of Fal.con:
Photo: SiliconANGLE
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