
CrowdStrike Holdings, Inc. (CRWD) Presents at Fal.con, Las Vegas Transcript
Seeking Alpha
Published: Sep 03, 2026, 05:24 AM
SA Transcripts 162.08K Followers Follow CrowdStrike Holdings, Inc. ( CRWD ) Fal.con, Las Vegas September 2, 2026 2:30 PM EDT Company Participants Burt Podbere - Chief Financial Officer George Kurtz - Co-Founder, President, CEO & Director Daniel Bernard - Chief Business Officer Bartley Richardson - Chief AI & Autonomous Systems Officer Michael Sentonas - President Andy Nowinski - Vice President of Investor Relations & Strategic Finance Conference Call Participants Ashraf Alhashim Justin Boitano Seann Gardiner Brian Essex - JPMorgan Chase & Co, Research Division Saket Kalia - Barclays Bank PLC, Research Division Gabriela Borges - Goldman Sachs Group, Inc., Research Division John DiFucci - Guggenheim Securities, LLC, Research Division Fatima Boolani - Citigroup Inc., Research Division Gregg Moskowitz - Mizuho Securities USA LLC, Research Division Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division Ittai Kidron - Oppenheimer & Co. Inc., Research Division Michael Turrin - Wells Fargo Securities, LLC, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Matthew Hedberg - RBC Capital Markets, Research Division Joseph Gallo - Jefferies LLC, Research Division Presentation Burt Podbere Chief Financial Officer Good morning, everybody. It's great to see everybody once again. It's always best to see everybody live and in person, and welcome to what is our biggest Fal.Con event ever. And we've never been more excited to host you with so many of our customers here, so many of our partners here. Hopefully, you've had a chance to talk to a few of them. Hopefully, you had a chance to catch some incredible keynotes from George and Mike and others. It's been a fantastic start. We've got a really, really exciting lineup for you today. And I'm going to go over to the quick agenda and hopefully, you're able to leave here with the same feeling that I have when I came here and how I'm feeling today about the opportunity in front of us. So, George is going to come up first. He's
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