Comment by bruce511
3 days ago
There will absolutely be consequences. And that'll cost real money.
But that is just a 'cost of doing business'. And ultimately will just work it's way into the price.
Intel and Boeing are not "one off mistakes". The root problems there are structural, cultural and fundamental.
If CrowdStrike have more issues this year, then that'll have an impact because it suggests there's a root problem. But a single bad rollout is just a bad rollout.
CrowdStrike problems are also structural the incident timeline hardly seemed like a fat finger mistake, but series of fundamental poor practices a org in their position should not have. We only get to see the one newsworthy incident like the door blowing off the airplane.
The "cost of business" will catchup to them is the point, Unlike Intel or Boeing it is not duopoly business with little to no options for CrowdStrike's product. It is notoriously brutal for large organizations in tech to stay competitive over 20-30 years time horizon.
Most likely trajectory for a company in their position, their growth slows - this incident being a key contributor to that slow down, then stock starts to fall, it will eventually become attractive for a company to acquire them, perhaps rebrand the product and keep the customers and cash flows.