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Show Notes
Scott Durfey and Kevin Green join Marley Kayden for live reaction to CrowdStrike (CRWD) and Snowflake (SNOW) earnings. For SNOW, the software company reported product revenue growth of 32% as shares jumped higher after the report. KG points to margin improvement at 9% as key to the company's outlook and guidance. For CRWD, the cybersecurity company announced plans to acquire Onum for its Falcon Next-Gen SIEM. Despite a top and bottom line beat, he company's guidance came in below Street estimates which led to a drop in shares after its release.
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