) will release its first earnings report since the massive software update triggered global IT outages in July. Citi US software equity research co-head Fatima Boolani joins Catalysts to discuss what investors can expect from the report as the company seeks to rebuild investor confidence following the outage.
As the AI race heats up, Boolani argues,"It's no surprise that within cybersecurity, there is actually a dearth of talent. You can't hire qualified information security folks fast enough because there aren't enough qualified individuals. I think some market estimates have about a three- to four-million-person headcount deficit. So that is a tremendous place of value that generative AI can deliver very strong value proposition.
And in the same breath, uh we are also expecting maybe more media, medium longer term updates at the company's upcoming investor briefing at their conference slated for about three weeks from now, Fatima, how concerned are you about the guidance piece when it comes to crowd strike and the kind of conservative approach that they are likely to take to cutting that full year guidance is that potentially going to put an undue amount of pressure on the stock after the earnings print, you know, I...
But back to your point about numbers risk today, I think what they say about numbers risk is going to be equally as important as how much they derisk or you know how much they potentially guide below consensus, which is fairly appreciated and accepted. How do they need to be able to tell investors to showcase to analysts as well that they can be able to capitalize on where that market demand is going, knowing that there's going to be a layering on of demand for cyber security components.
I think some market estimates have about a 3 to $4 million.03 to 4 million person, uh, head count deficit.So that is a tremendous, uh place of value, that generative A I can deliver very strong value proposition.
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