▶ 25:07 · $CRWD · CrowdStrike's platform scalability and Falcon Flex licensing drive consolidation: one agent in, two to three legacy tools out

episode briefing

🔴 LIVE From CrowdStrike's Fal.Con 2026

2026-09-01 · 5 company · 4 thematic

sentiment

5 bull0 bear0 neu

speakers

george kurtz

CEO of CrowdStrike since founding; keynoted Fal.Con 2026 announcing Falcon Guardian for AI agent security and Super Intelligence Cyber Lab with Nvidia.

michael sentonas

President of CrowdStrike overseeing go-to-market, product, engineering, research, and threat hunting; former long-time CTO.

daniel bernard

CBO of CrowdStrike (internal nickname 'DB'); leads business strategy and partnerships including the Safe Mind collaboration with Nvidia.

justin boitano

Leads enterprise business at Nvidia; drives deep technical partnerships (e.g., CrowdStrike Safe Mind) and open-source model strategy (Nemotron).

quote

“The great part of what we built at CrowdStrike is it's a very scalable model. It's a single agent, single platform with a single control plane. So, you know what people need to do to roll out aid? Turn it on. You know, sign the PO. I need…”

—michael sentonas

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