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cover of episode What Bonds, Dollar Stores Say About Economy

What Bonds, Dollar Stores Say About Economy

2025/6/4
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Motley Fool Money

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A
Asit Sharma
金融分析师,专注于市场趋势和公司表现分析。
R
Ricky Mulvey
作为《Motley Fool》播客主持人,Ricky Mulvey 提供对各大公司财务表现和未来发展的深入分析。
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Asit Sharma: 我认为CrowdStrike的年度经常性收入(ARR)增长强劲,为其Falcon平台奠定了坚实基础。即使在经历去年的问题后,公司仍保持两位数增长,客户流失不多,整体表现积极。虽然公司拥有高毛利率但仍亏损,这主要是因为股票期权费用,但大部分用于研发和销售团队,而非高管层。我认为投资者需要权衡是否应像对待早期亚马逊那样给予耐心。CrowdStrike的股票回购计划可能只是为了抵消股票稀释,股东不应过于兴奋,但这是管理层意识到股东可能会关注股票稀释问题,所以做出的姿态,但不要过度解读。Falcon Flex平台是一种灵活的购买方式,允许客户根据需求更换模块,而无需重新谈判合同,让客户更愿意预先支付更多资金,因为他们可以根据需求切换模块,其他公司也开始模仿这种模式。CrowdStrike通过弥补客户损失,改进流程,成功应对了去年的服务中断事件,但对于网络安全公司而言,100%的正常运行时间至关重要,CrowdStrike不能再犯类似的错误。

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Shownotes Transcript

More investors are fretting about the stability of the U.S. economy, but are there better options out there?

(00:14) Asit Sharma and Ricky Mulvey discuss:

  • Earnings from CrowdStrike, and the stock’s recovery from the widespread outage last year.

  • What Dollar Tree’s results reveal about the American economy.

  • Why stock investors should care about the bond market’s signals.

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Rick Engdahl

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