CrowdStrike CEO George Kurtz highlighted a key difference between Microsoft's cloud-based cybersecurity business and his company.
) is up 56% since the beginning of this year. But it's a different story over the last 12 months, with shares of the cybersecurity company facing a decline of over 4%.
In part, the answer is that CrowdStrike is seeing competition from one of the biggest names in tech: Microsoft . in San Francisco. "I think, over time, we've seen it come and go in certain industries. ... And you can never discount Microsoft Azure'a capabilities.""Fundamentally, they create applications, and fundamentally, they're one of the three large cloud providers, and that's where they're spending their time and effort," he said.
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