Frankly Speaking • 305 implied HN points • 15 Feb 24
- Crowdstrike initially succeeded by focusing on incident response, not just products, which differentiated them from competitors like Symantec.
- The company's expansion into adjacencies and acquisitions, like PAM and logging, is an effort to move from endpoint protection to a broader platform play for sustained growth.
- Crowdstrike may face challenges if they don't adapt successfully to selling to DevOps, security engineers, and managing acquisitions, risking plateauing growth and loss of market interest.