金吾财讯 | CrowdStrike（CRWD）在与法国巴黎银行的投资者电话会议上，公司财务指引维持不变。随着企业逐步替换老旧安全系统，公司预计将扩大终端检测与响应（EDR）领域市场份额。CrowdStrike估算，EDR市场约48%仍在使用传统产品，存在业务拓展机遇，相关合同周期通常约五年。公司介绍，EDR是一种终端安全解决方案，能够持续监控终端用户设备，检测并应对勒索软件、恶意软件等网络威胁。公司设立长期营收目标，计划2030财年实现100亿美元年度经常性收入，2035财年达到200亿美元，预计2028财年净新增年度经常性收入增速超20%。法国巴黎银行表示，继Mythos之后，CrowdStrike有望在EDR市场取得可观份额；该行还认为公司长期目标或偏保守，机构测算，CrowdStrike当前AI安全产品市场份额约4%，目标假设其占据约3.5%的AI相关安全产品市场。
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