CrowdStrike $CRWD results are live. The company beat market estimates and the stock is reacting with a gain of more than 11%.

Numbers

- revenue grew 25.8% year-over-year to $1.47 billion

- adjusted earnings reached $0.31 per share

- management raised its full-year guidance to $6.00 billion from the previous $5.94 billion

More important than beating estimates, however, is the growth structure.

- Billings rose 29.1% to $1.59 billion, faster than reported revenue.

- Annual recurring revenue (ARR) approached $5.84 billion with 25.4% year-over-year growth.

After the correction the company went through in the first part of the year, there's no sign of it anymore. The price held its long-term uptrend and can currently attack new highs again. Cyber security led AI, so as it looks now, will continue to exist. And the market thought these companies were lost...