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Add as a preferred source on GoogleThe firm said both companies may accelerate and issue outlooks, but gave no timing.
Piper Sandler said third-quarter expectations for CrowdStrike Holdings, Inc. (CRWD) and Elastic (ESTC) were conservative, while seeing potential for both to move faster and issue forward guidance without a timetable.
The firm did not say when either company might provide an outlook.
The Falcon Guardian feature can block model access through an AI gateway. Controls across endpoints, cloud environments, identities, apps and browsers are still being developed.
CrowdStrike did not disclose a purchase price. It plans to offer Fiddler AI's technology as Falcon Observe within its Falcon platform.
CoreWeave will provide the AI platform for training and inference of CrowdStrike’s SafeMind security models.