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Jeff Hobson

Research Analyst at Needham & Company

Publicly available information does not clearly identify a Needham & Company equity research analyst named Jeff Hobson with the level of detail requested, including a confirmed LinkedIn profile, full current title, specific company coverage list, performance statistics, career timeline, and professional credentials. Because of these gaps and potential confusion with similarly named professionals, any attempt to construct a detailed professional biography would be speculative and risk inaccuracy. To ensure factual integrity and respect for privacy and professional reputation, a reliable, metric‑rich profile cannot be produced without direct, verifiable disclosures from Needham & Company or from Jeff Hobson’s own public professional profiles. For an accurate and comprehensive profile, it would be necessary to consult his official firm bio, his verified LinkedIn page, and any regulated disclosures or ranking platforms that explicitly attribute performance data to him.

Jeff Hobson's questions to CrowdStrike Holdings (CRWD) leadership

Question · Q3 2026

Jeff Hobson asked about CrowdStrike's approach to its buy versus build strategy, particularly for rapidly developing technologies like AI, given the recent M&A activity in the security sector.

Answer

CEO George Kurtz highlighted CrowdStrike's strong balance sheet and thoughtful approach to acquisitions, focusing on integration (e.g., Pangea) to maintain a single platform. He emphasized buying best-of-breed, not legacy, and integrating them into the sales motion and channel.

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Fintool

Fintool can predict CrowdStrike Holdings logo CRWD's earnings beat/miss a week before the call

Question · Q3 2026

Jeff Hobson asked about CrowdStrike's strategy regarding 'buy versus build' decisions, particularly concerning rapidly developing technologies like AI, in the context of increased M&A activity in the security sector.

Answer

CEO George Kurtz emphasized CrowdStrike's strong balance sheet and its ability to build, buy, or partner strategically. He highlighted a thoughtful approach to acquisitions, focusing on deep integration (like Pangea) rather than simply stitching technologies together, and acquiring best-of-breed solutions to maintain the single platform promise and leverage existing sales channels.

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Fintool

Fintool can write a report on CrowdStrike Holdings logo CRWD's next earnings in your company's style and formatting