CrowdStrike CEO says AI security fears will become a bigger tailwind in coming quarters

Key points

• CrowdStrike CEO George Kurtz said concerns surrounding AI-powered cyber threats are becoming a growing tailwind for the company, but investors expecting to see that impact in the first quarter were looking too soon.
• "You're talking about Mythos breaking in the middle of April.
• Our quarter ends at the end of April," Kurtz said on CNBC's "Mad Money" on Thursday.
• "We're selling enterprise software, not necessarily shipping boxes.
• So these things take time to get into customers' hands." CrowdStrike reported stronger-than-expected results Wednesday and raised its full-year outlook.