CrowdStrike expects its revenue to rise 28%-31% in fiscal 2025. That still represents a deceleration from fiscal 2024, but it's much milder than Palo Alto's slowdown. In its latest conference call, CFO Burt Podbere said, "While companies may be fatigued with other vendors, they have embraced CrowdStrike's platform strategy and want to buy more of the Falcon platform." That statement seemed to be a direct response to Palo Alto's latest conference call in which CEO Nikesh Arora said some of its customers were "facing spending fatigue in cybersecurity."