Emmet and Mike break down the CrowdStrike outage and debate whether its reputation can be restored. Will this be an opportunity to show off its crisis management skills or will the cybersecurity player fall in the face of stiff competition and regulatory scrutiny?
Our dynamic duo then covers everyone’s favorite streamer: Netflix. The home of Bridgerton and Baby Reindeer delivered a solid quarter of profitability that is sure to make every other streamer jealous.
Make sure to stick around to hear Mike’s contrarian cybersecurity pitch.
If you’re looking for international diversification, you’ll find it in Emmet’s latest Horizon pick.
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00:00 Intro
00:58 Wiz walks away from deal with Google
07:11 CrowdStrike Outage
22:20 CrowdStrikes Reputation and the Effect on the Industry
31:20 Netflix’s Earnings
44:00 SentinelOne
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