CrowdStrike Holdings, Inc. (CRWD) Presents at Citi's 2026 Global TMT Conference Transcript
CrowdStrike CFO Burt Podbere Speaks at Citi’s 2026 Global TMT Conference
The third day of Citi’s Global Technology, Media and Telecom (TMT) Conference concluded on September 10, 2026 with a keynote appearance by CrowdStrike Holdings’ chief financial officer, Burt Podbere. The session began at 11:30 AM EDT and was streamed to a live webcast audience.
Citi’s Global TMT Conference
The event, organized by Citi’s research division, gathered technology‑focused investors and executives for a series of panels and presentations. Day three featured a mix of in‑person attendees and remote participants, allowing a broad view of market trends and company updates.
Fatima Boolani Leads Session
Citi software equity research co‑head Fatima Boolani opened the discussion, welcoming both on‑site guests and online viewers. She described the moment as a privilege to close the conference with a conversation featuring CrowdStrike’s finance chief. Boolani’s role includes overseeing coverage of software firms, positioning her to steer the dialogue toward key financial insights.
Cybersecurity Landscape Emphasized
Podbere was prompted with a statement highlighting the heightened relevance of cybersecurity firms. He agreed that the sector has never been more dynamic, vital, or impactful, underscoring the broader industry momentum that drives investor interest.
Crowdstrike Outlook Requested
Following the opening remarks, Boolani asked Podbere to provide a comprehensive update on CrowdStrike’s business health, recent financial performance, and strategic direction. She specifically requested that he outline the principal messages the company wishes to stress after releasing its second fiscal quarter results and concluding its annual user and partner gathering, Fal.Con, which took place the previous week.
In response, Podbere indicated he would address the company’s growth trajectory, subscription‑based revenue model, and ongoing investments in threat‑intelligence capabilities. He also signaled that insights from Fal.Con would shape the firm’s roadmap for the coming year, reinforcing its commitment to protecting enterprises against evolving cyber threats.
The exchange offered investors a clearer view of how CrowdStrike plans to capitalize on the expanding demand for security solutions, while also reflecting on recent earnings and partner feedback. By linking quarterly performance with the themes discussed at Fal.Con, the CFO aimed to convey a cohesive narrative about the firm’s forward‑looking strategy.
Overall, the session provided a platform for CrowdStrike to articulate its position within a rapidly growing cybersecurity market, while Citi’s research team facilitated a focused dialogue on financial results and strategic priorities. The conference’s concluding remarks left participants with a detailed snapshot of the company’s outlook as it navigates an increasingly complex digital threat environment.
Source: seekingalpha.com · 2026-09-10