No. of Recommendations: 2
After re-reading this thread I’m not sure you question about branching into the said TAM is happening.

The answer for yes per their last CC CRWD is selling all of its cloud modules on its platform (different TAMs) to more and more of their customers (47% of customers have 4 or more cloud modules of the 7 that exist now, this taken from the CC 4th Quarter 2019. And per Bert’s write up ‘CRWD is like Zs in that it’s invented its own category’ - that, it’s platform, sounds disruptive and is what is allowing them to address these TAMs unlike anyone else.

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