CrowdStrike: Navigating Turbulent Waters in Cybersecurity

Customers planning to stick with CrowdStrike

Our loyal readers know that we only provide updates when there is significant information to share, steering clear of what some might label as "carcass sniffing," a practice seen in the wake of CrowdStrike's recent challenges.

Rather than hastily pursuing the story, we've opted for a strategic pause, allowing us to collect valuable insights from our sources, particularly large customers who play a crucial role in the success of any major enterprise. During this period, we've diligently sought perspectives from our extensive network within the industry, analyst community, and political sphere.

The recent incident, which occurred on a Friday and resulted in widespread Blue Screen of Death (BSOD) issues for many CrowdStrike clients, has undeniably shaken the market. The company's stock has reacted as if facing a crisis on par with Boeing's 737 Max troubles, experiencing a sharp 20% decline since the event, compounding an already concerning 10% drop from recent highs.