Software faces 'SaaSmageddon' from AIRevived after 25 quiet weeks.
ThenThe thesis argued is that the rise of autonomous AI agents creates a new, more valuable layer of the software stack, capturing future profit pools at the expense of traditional SaaS companies.NowThe guest argued that recent incidents of large language models 'going rogue' have brought more focus and investment to software security and cybersecurity names.What finance podcasts are saying aboutCrowdStrike HoldingsCRWDNASDAQ
According to Zortix's podcast index, CrowdStrike Holdings (CRWD) was discussed on 2 finance podcasts across 4 episodes in the 30 days to 11 Sep 2026, generating 8 attributed ideas — most coverage from Motley Fool Money and CNBC Fast Money.
- Mentions · 7d
- 2
- Mentions · 30d
- 8
- Mentions · 90d
- 13
- Episodes · 30d
- 4
- Shows · 30d
- 2
- Vs prior week
- +1
- Discussion depth
- Substantive discussion
As of 9 Sept 2026
Ask Zortix about CRWDKey facts
- Exchange
- NASDAQ
- Sector
- Cybersecurity
- Industry
- Services-Prepackaged Software
- Headquarters
- Austin, TX
- Incorporated in
- Delaware
- Fiscal year ends
- 31 January
Listing and registration facts from public registries · SEC EDGAR filings for CRWD. Not a rating, forecast or recommendation.
Stance mix · podcast discussion
5 BULLISH · 0 BALANCED · 3 BEARISH
29 JUNWEEKLY · 90D7 SEP
Counts of attributed podcast discussion · not a rating, forecast, or recommendation
Top shows by coverage · 30 days
| Show | Ideas | Episodes |
|---|---|---|
| Motley Fool Money | 7 | 3 |
| CNBC Fast Money | 1 | 1 |
Latest ideas · headlines, attributed
9 SEP2D AGOCNBC FAST MONEY
8 SEP3D AGOMOTLEY FOOL MONEY
28 AUG2W AGOMOTLEY FOOL MONEY
The Callback on CRWD
What they said then, and what they are saying now.
CrowdStrike's $5B ARR milestone a re-rating catalystRevived after 25 quiet weeks.
ThenThe bull case argued for CrowdStrike: reaching a $5 billion annual recurring revenue run rate is a major milestone that could lift the stock's multi-year liability overhang, with AI security positioned as the next growth driver.NowThe bull case made for CrowdStrike: AI is fueling stronger-than-expected cybersecurity demand, as evidenced by a record quarter for net new annual recurring revenue growth, contradicting fears that AI would render legacy security obsolete.Definitions
- Mention
- One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
- Attributed idea
- A specific argument a named speaker made on a named show — never an aggregate opinion, never Zortix’s view. What qualifies →
- Discussion depth
- How thoroughly an idea was argued on the episode, from a brief mention to a core thesis — a description of the conversation, not a rating of the stock. The bands →
- Stance mix
- Counts of attributed ideas by the side each argued on this name — bullish, balanced, or bearish as the speaker put it. A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.