英文【Bernstein】CrowdStrike（CRWD）2026财年第一季度：宏观经济放缓……下半年复苏？

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《英文【Bernstein】CrowdStrike（CRWD）2026财年第一季度：宏观经济放缓……下半年复苏？-14页.pdf》

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1. raise the stock took a negative 6%+ dive in the aftermarket. On the main earnings call and
2. normal demand in the 2nd half of this FY it would naturally set up for a strong YoY growth reacceleration. On top of this we anticipate gross-$ retention reaches 98% again.
3. was particularly driven by the success of Flex, which grew 124% YoY (Q1 adding $774MM in
4. deals size $1MM+ and $10MM+ deals growing 113% YoY.
5. restructuring, where they reduced headcount by ~5%. This will add ~100 bps to their

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#宏观经济