CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 2:30 PM EDT
Company Participants
George Kurtz – Co-Founder, President, CEO & Director
Conference Call Participants
Gabriela Borges – Goldman Sachs Group, Inc., Research Division
Presentation
Gabriela Borges
Analyst
All right. Fantastic. We will go ahead and kick it off day 2 of the Goldman Sachs Communacopia + Technology Conference. Thanks so much, everyone, for joining us at the CrowdStrike session. Delighted to welcome George Kurtz back on stage with me, Founder and CEO of CrowdStrike. Thank you for joining us.
George Kurtz
Co-Founder, President, CEO & Director
Great to be here.
Question-and-Answer Session
Gabriela Borges
Goldman Sachs Group, Inc., Research Division
So George, I know how much you pride yourself on being more than just a vendor to your customers. What I mean by that is we spend a lot of time having more strategic conversations about where security strategy is going. So maybe to start, share with us some of those conversations on AI strategy in particular. With your largest, your most technology sophisticated enterprise customers, how are they working with you and how are they thinking about what their security strategy looks like in an age of AI adoption?
George Kurtz
Co-Founder, President, CEO & Director
Yes. I think when you look at customers and larger enterprise, everyone is in their early days of their journey of AI. And it started in 2022 with, hey, this ChatGPT thing is pretty cool. It can give us some really cool results until you get something wrong and you have to correct it and it’s like, “Oh, yes, you were right. Yes, I’m sorry about that, I was wrong.” And as you get through that journey, then it’s like, okay, well, where can we operationalize AI and what does it mean for a business?
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