Detailed view for this entity.
“George, this is your quarterly ARR history and your ARR growth has been about 62x since 2017. I hope that matches up with the numbers that you guys keep internally.”
“a big part of our success has been the ARR growth and you know when you've been consistently above 40% ... ARR is one of and ARR growth is one of the biggest factors.”
“You guys announced a cyber security startup accelerator with a cohort of 35 different startups and your partners on that are AWS, Amazon and Invidia.”
“In fact, Sarafic was an investment we made over a year ago. So we actually get to help nurture see what's happening. So, we got to be at in the ecosystem early on to make sure we understand who the the future winners are and what customers like.”
“part of our goal is to deliver on the autonomous sock and security AGI if you will where it's basically making decisions for you and implementing security at at you know lightning speed.”
“for the last 10 years, we have something called Falcon Complete, which is our managed detection response. We've been stopping breaches and we've been basically we got a treasure trove of of security data and how attacks work.”
“This is like this is the way the attackers work and then we've built security reasoning models bespoke models that we've built based upon how we do it.”
“it's helping companies do what they do best and enabling them to be successful and uh really building the best single agent platform.”
“you have the the de facto single source of truth on what happened, how was it fixed, what were the detection moments.”
“I don't know if you guys know Cloud Strike, but according to their 2026 global threat report was just released last week. AI enabled attacks surged 89% in 2025 compared to the year prior.”
“Now, I don't know if you guys know Cloud Strike, but according to their 2026 global threat report was just released last week. Uh, AI enabled attacks surged 89% in 2025 compared to the year prior.”