RE:RE:https://blogs.blackberry.com/en/2022/04/blackberry-joins-cisDigby8 wrote: $BB This is important to know regarding CISA / JCDC. It is a big deal. CISA / JCDC is a small, select, and high quality group. This says something very significant about BlackBerry / Cylance and the quality of their product. The following is a list of all the members of CISA / JCDC: Amazon Web Services, AT&T, CrowdStrike, FireEye Mandiant, Google Cloud, Lumen, Microsoft, Palo Alto Networks, and Verizon. Also CrowdStrike, shortly after they were invited into the group, at a Jeffries Investor Conference, stated that being part of this groups was the "Tip of the Iceberg" in terms of getting more cybersecurity business.
CRWD may have found the tip of the iceberg, but one thing they must be doing, look at their marching valuation, it seems to match an equal revenue growth chart, ergo CRWD must be charging for their products and services
jaune chien has given away licenses to the US Government before. The first time he announced a 60 day give away his team didn't convert the freebies into dollars. What has changed this time? Jaune chiens most recent announcement to offer free to the US goverment doesn't inspire.
Confidence is low for jaune chien to grow the business, rather like grabbing straws with limited to no return as valuation slides further. jaune chien wants to invest the $450M patent funds. It is suggested jaune chien get a sales team, BlackBerry preferably, up and running. Prior to anything other capital investments, selling what the company already owns should be his first objective. Monetizing his silent, $1.5B investment is the obvious #1 focus.