2. Competitive Advantage (Moat)
- Type of Moat: Network Effect & Switching Costs
- Strength: Wide
- Description: The Falcon platform consolidates multiple security functions into a single platform, creating switching costs as customers integrate more modules. The platform also generates a rich dataset from millions of analyst annotations, making threat data contextualized and actionable, enhancing the network effect and creating a barrier to entry.
3. Management Quality
- CEO: George Kurtz