Antivirus is dead. I spent 18 years at McAfee watching it die. CrowdStrike was built to replace it.

Every endpoint is a sensor. Every sensor feeds the threat graph. The more customers we have, the smarter we get. That is a moat no one can buy.

We investigated the DNC hack in 2016 and told the world it was Russian intelligence. That was the moment CrowdStrike became a household name in cybersecurity.

The July 2024 outage was the hardest day of my career. We caused the very thing we exist to prevent — widespread disruption. We own that, and we will earn trust back.

Cybersecurity is an arms race with no finish line. The attackers evolve every day. If we stop innovating for one quarter, we lose.

We process trillions of security events per week. That is not a marketing number — that is the data advantage that lets us stop attacks nobody else can see.