“A Salesperson’s Dream”
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 5 June 2024
⏱️ 28 minutes
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| 0:00.0 | The Falcon has landed. |
| 0:05.0 | has landed. You're listening to Motley Full Money. I'm Mary Long joined today by David Meyer. |
| 0:13.0 | Thanks for hanging out with me this morning. I'm Mary Long joined today by David Meyer. |
| 0:23.0 | David, thanks for hanging out with me this morning. |
| 0:25.0 | Oh, thank you for having me. |
| 0:26.7 | I can't wait. |
| 0:28.0 | Yeah, you've said we've got a lot to talk about so we can get right to it. |
| 0:32.0 | Crowd strike the cybersecurity company reported |
| 0:34.3 | their earnings after the bell yesterday. This morning the stock is up nearly |
| 0:37.8 | 10 percent and here's why. Revenues growing over 30 percent a year, bottom line, also improving, free cash flow and free cash flow margin, also up. |
| 0:48.0 | I see a lot of green here, David. Is there anything not to like about this report? |
| 0:52.0 | No, it was awesome. Next question. |
| 0:56.2 | Next question. No, there really isn't. One thing we should also point out is |
| 1:02.4 | management increased their revenue guidance for the year. |
| 1:06.2 | Above and beyond what they've said, what they beat during this quarter and what they're |
| 1:10.8 | expecting next quarter. |
| 1:12.1 | So it is very clearly clear not only are good things happening today, |
| 1:16.2 | they expect good things to happen tomorrow. |
| 1:18.7 | If there's one quibble, maybe we could have. |
| 1:21.8 | It's that first quarter net new annualized recurring revenue |
| 1:26.2 | only grew at 22% relative to 30% top-line growth but like I said that's just a |
| 1:32.0 | quibble it It was awesome. |
... |
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