CrowdStrike Holdings, Inc. (CRWD) Citi’s 2026 Global TMT Conference September 10, 2026 11:30 AM EDT
Company Participants
Burt Podbere – Chief Financial Officer
Conference Call Participants
Fatima Boolani – Citigroup Inc., Research Division
Presentation
Fatima Boolani
Citigroup Inc., Research Division
I’ll give folks a couple of minutes here to settle in, but good afternoon to everyone joining us here and folks joining and tuning in on the webcast. My name is Fatima Boolani. I jointly head up our software equity research franchise here at Citi. And I am so privileged and delighted to be able to put a capstone on Citi’s TMT Conference on day 3 with a keynote session with the CFO of CrowdStrike, Burt Podbere. Thank you so much for being here.
Burt Podbere
Chief Financial Officer
Fatima, always a pleasure. Thanks for having us.
Question-and-Answer Session
Fatima Boolani
Citigroup Inc., Research Division
Burt, I want to start our conversation off with a statement. It has never been a more exciting or important or consequential time to be a cybersecurity company. And so with that in mind, to set the tone of our discussion and our dialogue, can you give us a state of the union on the business, on the financials, on the overall strategy and specifically, the key messages that you want to really hammer home post your second fiscal quarter results and on the back of your annual user and partner conference, Fal.Con last week.
Burt Podbere
Chief Financial Officer
Yes. Thanks. Hi, everybody. Great to be here. And I love talking about the Mythos moment, right? So the Mythos moment happened back in April, and there was a lot of activity around that, a lot of kind of things that came out of that. You had good stuff, not such good stuff. But for us, it was a defining moment with respect to, hey, conversations are happening faster than