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Crowdstrike Holding Inc: A delicate interconnected world

Vontobel Markets
5 Aug 2024 | 1 min read

Few have missed this summer's major global IT meltdown, which centred on the company Crowdstrike Holding Inc. The company is a cybersecurity company that sells IT solutions for security and their most famous product is a system called Falcon. The majority of the company's turnover is based on subscriptions from this service. The company also has other services such as a security system called Charlotte AI and as the name suggests it uses artificial intelligence.

This summer's IT problems led to more than 8 million computers experiencing problems after an update went wrong. After a little more than a week, the company announced that the problem had been resolved. The company's shareholders and some customers have sued the company, claiming the company provided "false and misleading" information about their software and testing. Companies such as Delta Air Lines have also chosen to sue Crowdstrike but for a different reason as the IT failure cost Delta Air Lines 500 million USD in lost revenue and compensation to passengers.

In terms of the stock's performance, it went from an all-time high of USD 390 to where it is now trading around USD 225 (02/08/2024). The stock's decline corresponds to a lost market capitalisation of a little more than 40%. The question now is what the stock's future holds and whether the rebound can come or whether future legal processes will weigh on the company for some time to come.

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