BlackBerry Ltd T.BB

for comparisons, CRWD er report from last ER

[theRussian]

I'm not sure how CRWD is doing that insane growth year over year. I mean 70% when the numbers are already so high? how? 

It's crazy. I mean their ARR is now 1.5 BILLION!!! How do you do this!!! Our ARR is struggling at like 460M for like last 2 years or so. These guys are somehow outselling everyone combined in this space. Chen can blab whatever he wants but in the end the growth will make you winner in this space and CRWD is poised for it. Just read their last ER report and you will know how kick asss these guys are. 

https://ir.crowdstrike.com/static-files/d6304bd0-ddc5-4af7-9d2a-c7048bdd3c72

[theRussian]

Our true growth comparison will be made in June ER since IOT and CS was just broken out in June of 2021.  June 2021 reporting: Iot: 43 million CS: 107 Million.  I want to see CS like 157 M for June ER so we can say 50% growth Y o Y.  For Iot i want to see 63Mil so we can say 50% growth Y o Y in iot. This will really get things going.. If Licensing will go through by then we'

[Joey67]

This post has been removed in accordance with Community Policy

[Joey67]

This post has been removed in accordance with Community Policy

[theRussian]

Crowdstrike 1600 customers were over 3 months period but yeah 500 per month is impressive.  Chen said the 125-135 projection was dependent on gov contracts this month. If he can't sign them up then that projection will be not met. It's ashmed he's relying on gov contracts to meet his low numbers.  Last qtr we had 128 Million in CS...why the fk can't we sign up 7 million