CrowdStrike Holdings Inc (XSWX:CRWD)
CHF 156.66 (0%) Market Cap: 159.84 Bil Enterprise Value: 156.86 Bil PE Ratio: 0 PB Ratio: 42.62 GF Score: 79/100

CrowdStrike Holdings Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 05, 2026 / 03:45PM GMT
Meta Marshall
Morgan Stanley - Analyst

All right. Welcome, everybody.

We're going to have a great act to follow here with CrowdStrike, but I'll read the disclosures first. If any research disclosures that you're interested in, please see morganstanley.com/researchclosures, or reach out to your sales representative.

Delighted to have CrowdStrike here, Burt Podbere, CFO.

Questions & Answers

Meta Marshall
Morgan Stanley - Analyst

Maybe to kick off. We just had Sam on stage. How do you think about everything that Sam said, and how it relates to kind of all the security we're going to need to protect against that?

Burt Podbere
CrowdStrike Holdings Inc - Chief Financial Officer

Meta, you said it right, they're going to need security. And we're here to help. Look, we have a partnership with OpenAI and others. And we're really excited about what we can do together. And we don't comment on who our customers are.

But certainly, we have a lot of interactions with Sam and the team. So

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