Software faces 'SaaSmageddon' from AIRevived after 25 quiet weeks.
Then“The 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.”Now“The 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 3 finance podcasts across 3 episodes in the 30 days to 27 Aug 2026, generating 3 attributed ideas — most coverage from Afford Anything, CNBC Fast Money and The Compound and Friends.
- Mentions · 7d
- 0
- Mentions · 30d
- 3
- Mentions · 90d
- 10
- Episodes · 30d
- 3
- Shows · 30d
- 3
- Vs prior week
- 0
- Discussion depth
- Substantive discussion
As of 11 Aug 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
2 BULLISH · 1 BALANCED · 0 BEARISH
8 JUNWEEKLY · 90D10 AUG
Counts of attributed podcast discussion · not a rating, forecast, or recommendation
Top shows by coverage · 30 days
| Show | Ideas | Episodes |
|---|---|---|
| Afford Anything | 1 | 1 |
| CNBC Fast Money | 1 | 1 |
| The Compound and Friends | 1 | 1 |
Latest ideas · headlines, attributed
11 AUG2W AGOTHE COMPOUND AND FRIENDS
4 AUG3W AGOAFFORD ANYTHING · DR. ERIC COLE
31 JUL4W AGOCNBC FAST MONEY
Then & now on CRWD
What they said then, and what they are saying now.
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.