{"id":2225,"date":"2022-11-30T21:45:55","date_gmt":"2022-11-30T12:45:55","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2225"},"modified":"2022-11-30T21:45:55","modified_gmt":"2022-11-30T12:45:55","slug":"%e3%82%af%e3%83%a9%e3%82%a6%e3%83%89%e3%82%b9%e3%83%88%e3%83%a9%e3%82%a4%e3%82%af%e3%83%bb%e3%83%9b%e3%83%bc%e3%83%ab%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e3%82%b9crwd2023%e5%b9%b4%e7%ac%ac3%e5%9b%9b","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=2225","title":{"rendered":"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>50\uff05\u4ee5\u4e0a\u306e\u6210\u9577\u306f\u6d41\u77f3\u3067\u3059\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u7d4c\u6e08\u60aa\u5316\u3067\u60aa\u3044\u3067\u3059\u306d\u3002Q3\u3088\u308a\u3082Q4\u306b\u60aa\u5316\u306e\u5f71\u97ff\u304c\u5f37\u304f\u51fa\u305d\u3046\u306a\u306e\u3067\u3057\u3070\u3089\u304f\u306f\u4e0b\u843d\u3057\u305d\u3046\u3067\u3059\u3002<\/p>\n<p>IPO\u5f8c\u521d\u306e\u6c7a\u7b97\u30df\u30b9\u3060\u3068\u601d\u3046\u306e\u3067\u30b7\u30e7\u30c3\u30af\u304c\u5927\u304d\u3044\u306e\u304b\u30d7\u30ec\u3067\u3082\uff7018\uff05\u3068\u9177\u3044\u4e8b\u306b\u306a\u3063\u3066\u307e\u3059\u3002<\/p>\n<div id=\"attachment_2226\" style=\"width: 1486px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2226\" class=\"wp-image-2226 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/11\/CRWD_2022-11-30_21-42-57.png\" alt=\"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)\u682a\u4fa1\" width=\"1476\" height=\"816\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/11\/CRWD_2022-11-30_21-42-57.png 1476w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/11\/CRWD_2022-11-30_21-42-57-300x166.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/11\/CRWD_2022-11-30_21-42-57-1024x566.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/11\/CRWD_2022-11-30_21-42-57-768x425.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/11\/CRWD_2022-11-30_21-42-57-940x520.png 940w\" sizes=\"auto, (max-width: 1476px) 100vw, 1476px\" \/><p id=\"caption-attachment-2226\" class=\"wp-caption-text\">\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)\u682a\u4fa1<\/p><\/div>\n<p>\u524d\u56de\u306e<a href=\"https:\/\/1up-life.blog\/?p=2009\">2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306f\u3053\u3061\u3089<\/a>\u3067\u3059\u3002<\/p>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nMaria Riley &#8212; Vice President, Investor Relations<br \/>\nGeorge Kurtz &#8212; President, Chief Executive Officer and Co-Founder<br \/>\nBurt Podbere &#8212; Chief Financial Officer<br \/>\nSaket Kalia &#8212; Barclays &#8212; Analyst<br \/>\nRob Owens &#8212; Piper Sandler &#8212; Analyst<br \/>\nSterling Auty &#8212; MoffettNathanson &#8212; Analyst<br \/>\nJoel Fishbein &#8212; Truist Securities &#8212; Analyst<br \/>\nHamza Fodderwala &#8212; Morgan Stanley &#8212; Analyst<br \/>\nAndrew Nowinski &#8212; Wells Fargo Securities &#8212; Analyst<br \/>\nMatt Hedberg &#8212; RBC Capital Markets &#8212; Analyst<br \/>\nTal Liani &#8212; Bank of America Merrill Lynch &#8212; Analyst<br \/>\nJohn DiFucci &#8212; Guggenheim Securities &#8212; Analyst<br \/>\nBrad Zelnick &#8212; Deutsche Bank &#8212; Analyst<br \/>\nFatima Boolani &#8212; Citi &#8212; Analyst<br \/>\nAlex Henderson &#8212; Needham and Company &#8212; Analyst<br \/>\nRoger Boyd &#8212; UBS &#8212; Analyst<br \/>\nJoe Gallo &#8212; Jefferies &#8212; Analyst<br \/>\nMore CRWD analysis<\/p>\n<p>2022\u5e7411\u670829\u65e5\u5348\u5f8c5\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u304a\u5f85\u305f\u305b\u3057\u307e\u3057\u305f\u3002CrowdStrike\u306e2023\u5e74\u5ea6\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002\u73fe\u5728\u3001\u53c2\u52a0\u8005\u306e\u7686\u69d8\u306f\u30ea\u30b9\u30cb\u30f3\u30b0\u30aa\u30f3\u30ea\u30fc\u3068\u306a\u3063\u3066\u304a\u308a\u307e\u3059\u3002\u8b1b\u6f14\u8005\u306e\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u5f8c\u3001\u8cea\u7591\u5fdc\u7b54\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n[\u305d\u308c\u3067\u306f\u3001\u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u526f\u793e\u9577\u3001\u30de\u30ea\u30a2\u30fb\u30e9\u30a4\u30ea\u30fc\u3067\u3059\u3002<\/p>\n<p>\u30de\u30ea\u30a2\u30fb\u30e9\u30a4\u30ea\u30fc &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>\u672c\u65e5\u306f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u672c\u65e5\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u306e\u793e\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3067\u5171\u540c\u5275\u696d\u8005\u306e\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4\u3068\u3001\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306e\u30d0\u30fc\u30c8\u30fb\u30dd\u30c3\u30c9\u30d9\u30fc\u30eb\u304c\u96fb\u8a71\u306b\u51fa\u3066\u3044\u307e\u3059\u3002\u672c\u30b3\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u3067\u306f\u3001\u7b2c4\u56db\u534a\u671f\u304a\u3088\u30732023\u5e74\u5ea6\u306e\u898b\u901a\u3057\u3092\u542b\u3080\u5f53\u793e\u306e\u5c06\u6765\u306e\u8a08\u753b\u3001\u76ee\u6a19\u3001\u6210\u9577\u3001\u4e88\u60f3\u696d\u7e3e\u3001\u304a\u3088\u3073\u305d\u308c\u4ee5\u964d\u306e\u4f1a\u8a08\u671f\u9593\u306b\u95a2\u3059\u308b\u4eee\u5b9a\u306a\u3069\u3001\u904e\u53bb\u306e\u4e8b\u5b9f\u3067\u306f\u306a\u3044\u4e00\u90e8\u306e\u8a18\u8ff0\u304c\u30011995\u5e74\u79c1\u52df\u8a3c\u5238\u8a34\u8a1f\u6539\u9769\u6cd5\u306e\u5b9a\u7fa9\u306b\u304a\u3051\u308b\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3067\u3042\u308b\u3053\u3068\u3092\u3001\u958b\u59cb\u3059\u308b\u524d\u306b\u304a\u77e5\u3089\u305b\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u5c06\u6765\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306f\u3001\u672c\u901a\u8a71\u65e5\u73fe\u5728\u306b\u304a\u3051\u308b\u5f53\u793e\u306e\u898b\u901a\u3057\u3092\u793a\u3057\u305f\u3082\u306e\u306b\u3059\u304e\u307e\u305b\u3093\u3002<\/p>\n<p>\u5f53\u793e\u306f\u3001\u5c06\u6765\u306b\u95a2\u3059\u308b\u3044\u304b\u306a\u308b\u8a18\u8ff0\u3082\u5408\u7406\u7684\u3067\u3042\u308b\u3068\u5224\u65ad\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u3089\u306e\u8a18\u8ff0\u306f\u73fe\u5728\u306e\u4e88\u6e2c\u306b\u3082\u3068\u3065\u304f\u3082\u306e\u3067\u3042\u308a\u3001 \u30ea\u30b9\u30af\u3084\u4e0d\u78ba\u5b9f\u6027\u3092\u542b\u3093\u3067\u3044\u308b\u305f\u3081\u3001\u5b9f\u969b\u306e\u7d50\u679c\u306f\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u5f53\u793e\u306f\u3001\u65b0\u305f\u306a\u60c5\u5831\u3001\u5c06\u6765\u306e\u4e8b\u8c61\u3001\u307e\u305f\u306f\u305d\u306e\u4ed6\u306e\u7d50\u679c\u306b\u304b\u304b\u308f\u3089\u305a\u3001\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u66f4\u65b0\u307e\u305f\u306f\u5909\u66f4\u3059\u308b\u7fa9\u52d9\u3092\u8ca0\u308f\u305a\u3001\u307e\u305f\u305d\u306e\u7fa9\u52d9\u3092\u660e\u793a\u7684\u306b\u5426\u8a8d\u3057\u307e\u3059\u3002\u5f53\u793e\u306e\u696d\u7e3e\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3046\u308b\u4e0a\u8a18\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u8981\u56e0\u306b\u95a2\u3059\u308b\u8ffd\u52a0\u60c5\u5831\u306f\u3001\u5f53\u793e\u304c\u968f\u6642\u7c73\u56fd\u8a3c\u5238\u53d6\u5f15\u59d4\u54e1\u4f1a\u306b\u63d0\u51fa\u3059\u308b\u66f8\u985e\uff08\u56db\u534a\u671f\u5831\u544a\u66f8\u304a\u3088\u3073\u5e74\u6b21\u5831\u544a\u66f8\u306e\u300c\u30ea\u30b9\u30af\u8981\u56e0\u300d\u306e\u9805\u3092\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\uff09\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u7279\u306b\u65ad\u308a\u304c\u306a\u3044\u9650\u308a\u3001\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u958b\u793a\u3059\u308b\u8ca1\u52d9\u6307\u6a19\u306f\u3059\u3079\u3066\u975eGAAP\u3067\u3059\u3002\u975eGAAP\u8ca1\u52d9\u6307\u6a19\u3092\u4f7f\u7528\u3059\u308b\u7406\u7531\u3084\u3001GAAP\u3068\u975eGAAP\u306e\u696d\u7e3e\u306e\u8abf\u6574\u8868\u306f\u3001\u73fe\u5728\u5f53\u793e\u306e\u6c7a\u7b97\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u306b\u63b2\u8f09\u3057\u3066\u304a\u308a\u3001\u5f53\u793e\u306eIR\u30b5\u30a4\u30c8ir.cloudstrike.com\u307e\u305f\u306f\u672c\u65e5SEC\u306b\u63d0\u51fa\u3057\u305f\u30d5\u30a9\u30fc\u30e08K\u3067\u3054\u89a7\u3044\u305f\u3060\u304f\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30b8\u30e7\u30fc\u30b8\u304b\u3089\u304a\u96fb\u8a71\u3092\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4 &#8212; \u793e\u9577\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u30de\u30ea\u30a2\u3055\u3093\u3001\u7686\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u307e\u305a\u3001\u696d\u7e3e\u306e\u6982\u8981\u304b\u3089\u3054\u8aac\u660e\u3057\u307e\u3059\u3002\u7b2c3\u56db\u534a\u671f\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd453%\u306e\u5897\u53ce\u300115%\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u7387\u3001\u305d\u3057\u3066\u8a18\u9332\u7684\u306a\u975eGAAP\u30d9\u30fc\u30b9\u306e\u7d14\u5229\u76ca\u3092\u9054\u6210\u3057\u3001\u3044\u305a\u308c\u3082\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u306f1\u51047,400\u4e07\u30c9\u30eb\u3068\u3001\u58f2\u4e0a\u9ad8\u306e\u7d0430%\u306b\u76f8\u5f53\u3059\u308b\u8a18\u9332\u7684\u306a\u6570\u5b57\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u306f\u3001\u7af6\u4e89\u529b\u306e\u3042\u308b\u88fd\u54c1\u306e\u7372\u5f97\u7387\u3001\u5b89\u5b9a\u3057\u305fASP\u3001\u512a\u308c\u305f\u9867\u5ba2\u7dad\u6301\u7387\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u30df\u30c3\u30b7\u30e7\u30f3\u30af\u30ea\u30c6\u30a3\u30ab\u30eb\u306a\u6027\u8cea\u306a\u3069\u3001\u591a\u304f\u306e\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u50be\u5411\u304c\u898b\u53d7\u3051\u3089\u308c\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u307e\u305a\u3001\u5f53\u56db\u534a\u671f\u306b\u898b\u3089\u308c\u305f\u30de\u30af\u30ed\u7d4c\u6e08\u7684\u306a\u9006\u98a8\u304c\u5f37\u307e\u308a\u3001\u7b2c3\u56db\u534a\u671f\u306e\u7d14\u65b0\u898fARR\u304c\u4e88\u60f3\u3092\u4e0b\u56de\u308b\u7d50\u679c\u3068\u306a\u3063\u305f\u3053\u3068\u306b\u3064\u3044\u3066\u8ff0\u3079\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u524d\u56de\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u4f01\u696d\u306f\u30de\u30af\u30ed\u7d4c\u6e08\u60c5\u52e2\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u3001\u5fc5\u8981\u306a\u627f\u8a8d\u306e\u968e\u5c64\u3092\u5897\u3084\u3057\u3001\u4e00\u90e8\u306e\u6848\u4ef6\u3092\u5b8c\u4e86\u3059\u308b\u307e\u3067\u306e\u6642\u9593\u3092\u5ef6\u9577\u3057\u59cb\u3081\u3066\u3044\u307e\u3057\u305f\u3002\u7b2c3\u56db\u534a\u671f\u304c\u9032\u884c\u3057\u3001\u666f\u6c17\u5f8c\u9000\u3078\u306e\u61f8\u5ff5\u304c\u5f37\u307e\u308b\u306b\u3064\u308c\u3001\u3053\u306e\u50be\u5411\u306f\u3088\u308a\u9855\u8457\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u5c0f\u898f\u6a21\u3067\u53d6\u5f15\u306e\u591a\u3044\u975e\u4f01\u696d\u5411\u3051\u6848\u4ef6\u3067\u306f\u3001\u9867\u5ba2\u306e\u8cfc\u5165\u610f\u601d\u6c7a\u5b9a\u304c\u307e\u3059\u307e\u3059\u9045\u308c\u3001\u5e73\u5747\u5951\u7d04\u7de0\u7d50\u307e\u3067\u306e\u65e5\u6570\u304c\u7d0411\uff05\u5ef6\u3073\u3001\u65b0\u898fARR\u306e\u8ca2\u732e\u984d\u306f\u7b2c2\u56db\u534a\u671f\u304b\u30891,500\u4e07\u30c9\u30eb\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u4eba\u54e1\u3092\u5fc5\u8981\u3068\u3059\u308b\u8907\u96d1\u306a\u30d9\u30f3\u30c0\u30fc\u306b\u5bfe\u3059\u308b POV \u306e\u52dd\u7387\u304c\u524d\u56db\u534a\u671f\u6bd4\u3067\u6709\u610f\u306b\u4e0a\u6607\u3057\u305f\u306b\u3082\u304b\u304b\u308f\u3089 \u305a\u3001\u5f53\u56db\u534a\u671f\u306e\u65b0\u898f\u30ed\u30b4\u8ffd\u52a0\u306b\u3082\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3057\u305f\u3002\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u306f\u9577\u671f\u5316\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u3046\u3057\u305f\u6848\u4ef6\u306e\u5927\u534a\u306f\u640d\u5931\u3067\u306f\u306a\u304f\u3001\u9045\u5ef6\u306b\u904e\u304e\u306a\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u4f01\u696d\u5411\u3051\u3067\u306f\u3001\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u307e\u305f\u306f\u6210\u7d04\u307e\u3067\u306e\u5e73\u5747\u65e5\u6570\u306f\u3001\u524d\u56db\u534a\u671f\u306e\u5c0f\u5e45\u306a\u4e0a\u6607\u3068\u540c\u6c34\u6e96\u306b\u7559\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7b2c3\u56db\u534a\u671f\u3067\u306f\u3001\u3053\u308c\u3089\u306e\u5927\u898f\u6a21\u306a\u304a\u5ba2\u69d8\u306f\u5f15\u304d\u7d9a\u304dCrowdStrike\u3078\u306e\u6295\u8cc7\u3092\u512a\u5148\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u4e00\u90e8\u306e\u304a\u5ba2\u69d8\u306f\u3001\u6025\u901f\u306b\u9032\u5316\u3059\u308b\u30de\u30af\u30ed\u306e\u4e2d\u3067\u3001\u30aa\u30da\u30c3\u30af\u30b9\u4e88\u7b97\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306b\u95a2\u3059\u308b\u30bf\u30a4\u30df\u30f3\u30b0\u306e\u554f\u984c\u3092\u7ba1\u7406\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u3001\u4e00\u90e8\u306e\u304a\u5ba2\u69d8\u306f\u3001\u591a\u6bb5\u968e\u306e\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u958b\u59cb\u65e5\u3092\u6301\u3064\u5951\u7d04\u3092\u7de0\u7d50\u3057\u3001\u8cbb\u7528\u3068CrowdStrike\u306eARR\u306e\u8a8d\u8b58\u3092\u5c06\u6765\u306e\u56db\u534a\u671f\u306b\u5ef6\u671f\u3057\u3066\u3044\u307e\u3059\u3002\u6bce\u671f\u3001\u591a\u6bb5\u968e\u306e\u5951\u7d04\u958b\u59cb\u65e5\u3092\u6301\u3064\u6848\u4ef6\u306f\u3042\u308a\u307e\u3059\u304c\u3001\u524d\u56db\u534a\u671f\u3068\u6bd4\u8f03\u3059\u308b\u3068\u3001\u7b2c3\u56db\u534a\u671f\u306f\u7d041,000\u4e07\u30c9\u30eb\u591a\u304fARR\u304c\u5c06\u6765\u306e\u56db\u534a\u671f\u306b\u7e70\u308a\u5ef6\u3079\u3089\u308c\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u30de\u30af\u30ed\u7684\u306a\u9006\u98a8\u306f\u7b2c4\u56db\u534a\u671f\u307e\u3067\u7d9a\u304f\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u4e88\u7b97\u306b\u5bfe\u3059\u308b\u76e3\u8996\u306e\u76ee\u304c\u53b3\u3057\u304f\u306a\u3063\u3066\u304a\u308a\u3001\u7b2c4\u56db\u534a\u671f\u306e\u4e88\u7b97\u304c\u6f64\u6ca2\u306b\u306a\u308b\u3053\u3068\u306f\u671f\u5f85\u3067\u304d\u306a\u3044\u305f\u3081\u3001\u30d0\u30fc\u30c8\u304c\u8a73\u3057\u304f\u8aac\u660e\u3059\u308b\u3088\u3046\u306b\u3001\u7b2c4\u56db\u534a\u671f\u306e\u7d14\u65b0\u898fARR\u306e\u4e88\u60f3\u3092\u8abf\u6574\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u3088\u3046\u306a\u8b66\u6212\u611f\u306f\u3001CrowdStrike\u306e\u9577\u671f\u7684\u306a\u5e02\u5834\u3067\u306e\u5730\u4f4d\u3084\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5e02\u5834\u306e\u56de\u5fa9\u529b\u306b\u5bfe\u3059\u308b\u5f53\u793e\u306e\u81ea\u4fe1\u3092\u5931\u308f\u305b\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u79c1\u305f\u3061\u306f\u3001\u5f53\u793e\u88fd\u54c1\u3078\u306e\u5f37\u3044\u9700\u8981\u304c\u5185\u5728\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u304a\u308a\u3001\u8a18\u9332\u7684\u306a\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3092\u3082\u3063\u3066\u7b2c4\u56db\u534a\u671f\u3092\u8fce\u3048\u307e\u3057\u305f\u3002\u30de\u30af\u30ed\u304c\u9032\u5316\u3057\u3001\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u304c\u9577\u671f\u5316\u3059\u308b\u6642\u4ee3\u306b\u306f\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u62e1\u5145\u304c\u3088\u308a\u91cd\u8981\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u79c1\u305f\u3061\u306f\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u5275\u51fa\u306b\u5411\u3051\u3066\u3001\u5e38\u306b\u5148\u9663\u3092\u5207\u3063\u3066\u53d6\u308a\u7d44\u3093\u3067\u3044\u307e\u3059\u3002\u6700\u8fd1CMO\u306b\u5c31\u4efb\u3057\u305fJennifer Johnson\u3092\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u6307\u63ee\u5b98\u306b\u636e\u3048\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u65bd\u7b56\u3092\u518d\u8abf\u6574\u3057\u3001\u30c8\u30c3\u30d7\u30fb\u30aa\u30d6\u30fb\u30d5\u30a1\u30cd\u30eb\u306e\u65bd\u7b56\u3068\u30d6\u30e9\u30f3\u30c9\u8a8d\u77e5\u5ea6\u3092\u9ad8\u3081\u308b\u3053\u3068\u306b\u6ce8\u529b\u3057\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3092\u3055\u3089\u306b\u9ad8\u3044\u30ec\u30d9\u30eb\u306b\u5f15\u304d\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u6d3b\u7528\u3057\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u304b\u3089\u306e\u53d7\u8a17ARR\u306f\u524d\u5e74\u540c\u671f\u6bd455\uff05\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u5f53\u56db\u534a\u671f\u306b\u306f\u3001100\u4e07\u30c9\u30eb\u4ee5\u4e0a\u306e\u65b0\u898fARR\u3092\u7372\u5f97\u3057\u305f\u304a\u5ba2\u69d8\u304c\u904e\u53bb\u6700\u591a\u3068\u306a\u308b\u306a\u3069\u3001\u591a\u304f\u306e\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u8981\u7d20\u304c\u898b\u3089\u308c\u307e\u3057\u305f\u3002<\/p>\n<p>\u3055\u3089\u306b\u3001100\u4e07\u30c9\u30eb\u4ee5\u4e0a\u306e\u30b3\u30db\u30fc\u30c8\u306eARR\u306f\u3001\u7b2c3\u56db\u534a\u671f\u306b10\u5104\u30c9\u30eb\u306e\u7bc0\u76ee\u3092\u8d85\u3048\u3001\u524d\u5e74\u540c\u671f\u6bd467%\u306e\u6210\u9577\u7387\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u306e\u5927\u53e3\u9867\u5ba2\u306f\u3001\u30d5\u30a1\u30eb\u30b3\u30f3\u3092\u6a19\u6e96\u5316\u3057\u3001\u30d9\u30f3\u30c0\u30fc\u3092\u7d71\u5408\u3057\u3001\u62e1\u5f35\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3092\u512a\u5148\u3057\u3066\u304a\u308a\u3001\u4e0d\u78ba\u5b9f\u306a\u30de\u30af\u30ed\u74b0\u5883\u4e0b\u3067\u3082\u30af\u30ed\u30b9\u30bb\u30eb\u304a\u3088\u3073\u30a2\u30c3\u30d7\u30bb\u30eb\u306e\u6a5f\u4f1a\u3092\u5927\u304d\u304f\u5897\u3084\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306e100\u4e07\u30c9\u30eb\u4ee5\u4e0a\u306e\u30b3\u30db\u30fc\u30c8\u306b\u65b0\u305f\u306b\u52a0\u308f\u3063\u305f\u4e3b\u8981\u306a\u30d6\u30e9\u30f3\u30c9\u306b\u306f\u300110\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u5c0e\u5165\u3057\u3001\u524d\u4f8b\u306e\u306a\u3044\u53ef\u8996\u6027\u3068\u74b0\u5883\u306e\u5168\u9818\u57df\u306b\u5bfe\u3059\u308b\u4fdd\u8b77\u3092\u63d0\u4f9b\u3057\u3001\u30d5\u30a1\u30eb\u30b3\u30f3\u306e\u6700\u521d\u306e\u5c55\u958b\u30674\u3064\u306e\u4ee3\u7406\u5e97\u3068\u30d9\u30f3\u30c0\u30fc\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u305f\u30b0\u30ed\u30fc\u30d0\u30eb500\u306e\u88fd\u9020\u696d\u8005\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30b0\u30ed\u30fc\u30d0\u30eb500\u306e\u91d1\u878d\u6a5f\u95a22\u793e\u306f\u3001\u8907\u6570\u306e\u30ec\u30ac\u30b7\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u88fd\u54c1\u3092\u7f6e\u304d\u63db\u3048\u3001\u5358\u4e00\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3067\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u4f53\u5236\u3092\u5f37\u5316\u3067\u304d\u308b\u3053\u3068\u304b\u3089\u30d5\u30a1\u30eb\u30b3\u30f3\u3092\u9078\u629e\u3057\u3001\u30b0\u30ed\u30fc\u30d0\u30eb500\u306e\u6d88\u8cbb\u8ca1\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u91cd\u8981\u30a4\u30f3\u30d5\u30e9\u3092\u4fdd\u8b77\u3059\u308b\u305f\u3081\u306e\u5b8c\u5168\u7ba1\u7406\u578b\u30a2\u30d7\u30ed\u30fc\u30c1\u3068\u3057\u3066\u30d5\u30a1\u30eb\u30b3\u30f3\u3092\u6d3b\u7528\u3057\u3001\u30d5\u30a9\u30fc\u30c1\u30e5\u30f3500\u306e\u9ad8\u7d1a\u30d6\u30e9\u30f3\u30c9\u306f\u3001\u5f93\u6765\u306e\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u3068\u30af\u30e9\u30a6\u30c9\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u4e21\u65b9\u3092\u4fdd\u8b77\u3059\u308b\u305f\u3081\u306b\u30d5\u30a1\u30eb\u30b3\u30f3\u3092\u6d3b\u7528\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7b2c3\u56db\u534a\u671f\u306b\u306f\u3001\u7c73\u56fd\u6700\u5927\u306e\u9023\u90a6\u6a5f\u95a2\u306e1\u3064\u304c\u30d5\u30a1\u30eb\u30b3\u30f3\u30d7\u30ea\u30fc\u30c8LAN\u3067\u30d5\u30a1\u30eb\u30b3\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6a19\u6e96\u5316\u3057\u3001SLED\u30d3\u30b8\u30cd\u30b9\u3067\u306f\u7c73\u56fd\u5dde\u653f\u5e9c\u304c\u5f53\u56db\u534a\u671f\u306bCrowdStrike\u3092\u6a19\u6e96\u5316\u3057\u3001\u3055\u3089\u306b\u7c73\u56fd\u306e\u8907\u6570\u306e\u5dde\u304a\u3088\u3073\u5730\u65b9\u653f\u5e9c\u6a5f\u95a2\u3084\u6559\u80b2\u6a5f\u95a2\u3067\u306e\u53d7\u6ce8\u3068\u62e1\u5927\u306b\u3088\u308a\u3001\u516c\u5171\u90e8\u9580\u3067\u597d\u8abf\u306a\u696d\u7e3e\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u73fe\u5728\u307e\u3067\u306b\u300140\u306e\u7c73\u56fd\u5dde\u653f\u5e9c\u304cCrowdStrike\u306e\u9867\u5ba2\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u305d\u306e\u3046\u3061\u30b3\u30ed\u30f3\u30d3\u30a2\u7279\u5225\u533a\u3067\u306f21\u304cFalcon\u3092\u6a19\u6e96\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u9023\u90a6\u653f\u5e9c\u6700\u5927\u306e\u30b7\u30b9\u30c6\u30e0\u30a4\u30f3\u30c6\u30b0\u30ec\u30fc\u30bf\u30fc\u306e1\u793e\u304b\u3089\u306f\u3001\u30d5\u30a1\u30eb\u30b3\u30f3\u3092\u4f7f\u7528\u3057\u3066\u793e\u5185\u306e\u8cc7\u7523\u3092\u4fdd\u8b77\u3059\u308b\u3068\u3068\u3082\u306b\u3001MSSP\u306e\u63d0\u4f9b\u306b\u3082\u7d71\u5408\u3059\u308b\u3068\u306e\u8a55\u4fa1\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u6b21\u306b\u3001\u62e1\u5f35\u3068\u7dad\u6301\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u3064\u3044\u3066\u3067\u3059\u3002<\/p>\n<p>\u30c9\u30eb\u30d9\u30fc\u30b9\u306e\u7d14\u4fdd\u6709\u7387\u306f\u6628\u5e74\u306e\u7b2c3\u56db\u534a\u671f\u3092\u5927\u304d\u304f\u4e0a\u56de\u308a\u30017\u56db\u534a\u671f\u3076\u308a\u306e\u9ad8\u6c34\u6e96\u3068\u306a\u3063\u305f\u7b2c2\u56db\u534a\u671f\u306e\u696d\u7e3e\u3068\u4e00\u81f4\u3057\u307e\u3057\u305f\u3002\u30af\u30e9\u30b9\u6700\u9ad8\u306e\u30b0\u30ed\u30b9\u30fb\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u30fb\u30ec\u30b7\u30aa\u306f\u300198\uff05\u4ee5\u4e0a\u306e\u8a18\u9332\u7684\u306a\u6c34\u6e96\u3092\u7dad\u6301\u3057\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u30d5\u30a1\u30eb\u30b3\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6a19\u6e96\u5316\u3057\u3001\u3088\u308a\u591a\u304f\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u63a1\u7528\u3059\u308b\u304a\u5ba2\u69d8\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u7b2c 3 \u56db\u534a\u671f\u306e\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u9867\u5ba2\u3067\u30015 \u3064\u4ee5\u4e0a &#8212; 6 \u3064\u4ee5\u4e0a\u30017 \u3064\u4ee5\u4e0a\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u6301\u3064\u304a\u5ba2\u69d8\u306f\u3001\u305d\u308c\u305e\u308c 60\uff05\u300136\uff05\u300121\uff05\u3067\u3057\u305f\u3002<\/p>\n<p>\u3053\u308c\u306f\u3001\u305d\u308c\u305e\u308c\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u63a1\u7528\u7387\u304c\u3001\u524d\u5e74\u540c\u671f\u6bd4\u306755\uff05\u300166\uff05\u300181\uff05\u5897\u52a0\u3057\u305f\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002Discover\u3001Spotlight\u3001Identity Protection\u3001LogScale\u306e\u5404\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u542b\u3080\u65b0\u8208\u88fd\u54c1\u90e8\u9580\u306f\u3001\u3053\u306e\u56db\u534a\u671f\u3082\u8a18\u9332\u7684\u306a\u4f38\u3073\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u5f53\u793e\u306eID\u4fdd\u8b77\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u30a8\u30de\u30fc\u30b8\u30f3\u30b0\u30ab\u30c6\u30b4\u30ea\u30fc\u306e\u4e2d\u3067ARR\u306b\u6700\u3082\u8ca2\u732e\u3057\u3066\u304a\u308a\u3001\u7b2c3\u56db\u534a\u671f\u3082\u8a18\u9332\u7684\u306a\u56db\u534a\u671f\u3068\u306a\u308a\u307e\u3057\u305f\u3002ID\u4fdd\u8b77\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u65b0\u898fARR\u306f\u904e\u53bb\u6700\u9ad8\u3092\u8a18\u9332\u3057\u3001\u65b0\u898f\u30ed\u30b4\u306e\u30a2\u30bf\u30c3\u30c1\u7387\u3082\u6025\u6210\u9577\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30b5\u30a4\u30d0\u30fc\u653b\u6483\u306e80%\u8fd1\u304f\u304cID\u3092\u5229\u7528\u3057\u305f\u6226\u8853\u3067\u3001\u6b63\u5f53\u306a\u8a8d\u8a3c\u60c5\u5831\u3092\u4fb5\u5bb3\u3057\u3001\u6a2a\u79fb\u52d5\u306a\u3069\u306e\u624b\u6cd5\u3067\u691c\u77e5\u3092\u56de\u907f\u3057\u3066\u304a\u308a\u3001ID\u4fdd\u8b77\u306f\u4fb5\u5bb3\u3092\u963b\u6b62\u3059\u308b\u305f\u3081\u306e\u4e2d\u6838\u3068\u306a\u308b\u3082\u306e\u3067\u3059\u3002\u5f53\u793e\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u4fdd\u8b77\u6a5f\u80fd\u306f\u3001\u30a2\u30af\u30c6\u30a3\u30d6\u30c7\u30a3\u30ec\u30af\u30c8\u30ea\u3092\u5f37\u5316\u3057\u3001\u30e9\u30f3\u30b5\u30e0\u30a6\u30a7\u30a2\u3084\u30e9\u30c6\u30e9\u30eb\u30e0\u30fc\u30d6\u30e1\u30f3\u30c8\u3092\u963b\u6b62\u3059\u308b\u4e0a\u3067\u3001\u753b\u671f\u7684\u306a\u3082\u306e\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u4fdd\u8b77\u6a5f\u80fd\u306e\u4fa1\u5024\u3092\u793a\u3059\u305f\u3081\u306b\u3001\u6700\u8fd1\u3001\u3042\u308b\u5927\u624b\u30b0\u30ed\u30fc\u30d0\u30eb\u30d6\u30e9\u30f3\u30c9\u3068\u884c\u3063\u305f7\u6841\u306e\u898f\u6a21\u306e\u62e1\u5f35\u306b\u3064\u3044\u3066\u7d39\u4ecb\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u306e\u304a\u5ba2\u69d8\u306f\u3001\u975e\u5e38\u306b\u6709\u80fd\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30c1\u30fc\u30e0\u3092\u6301\u3063\u3066\u304a\u308a\u3001\u7279\u6a29\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\uff08PAM\uff09\u3092\u5c0e\u5165\u3059\u308b\u305f\u3081\u306b\u3001\u4f55\u5e74\u3082\u304b\u3051\u3066\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u3068\u30a2\u30af\u30bb\u30b9\u7ba1\u7406\u306e\u5c02\u9580\u30c1\u30fc\u30e0\u3092\u4f5c\u308a\u4e0a\u3052\u307e\u3057\u305f\u3002<\/p>\n<p>\u3053\u308c\u3089\u306e\u52aa\u529b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001POV\u3067\u30d5\u30a1\u30eb\u30b3\u30f3\u306e\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u4fdd\u8b77\u3092\u30aa\u30f3\u306b\u3057\u305f\u76f4\u5f8c\u3001\u79c1\u305f\u3061\u306f\u3044\u304f\u3064\u304b\u306e\u8a2d\u5b9a\u30df\u30b9\u3092\u7279\u5b9a\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u4e2d\u306b\u306f\u3001PAM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u3063\u3066\u7ba1\u7406\u3055\u308c\u3066\u3044\u306a\u3044\u6570\u5341\u306e\u30c9\u30e1\u30a4\u30f3\u7ba1\u7406\u8005\u30a2\u30ab\u30a6\u30f3\u30c8\u3001\u30d1\u30b9\u30ef\u30fc\u30c9\u6709\u52b9\u671f\u9650\u306e\u306a\u3044\u591a\u6570\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u3001\u30d1\u30b9\u30ef\u30fc\u30c9\u304c\u6f0f\u6d29\u3057\u305f\u6570\u5343\u306e\u30e6\u30fc\u30b6\u30fc\u3001\u975e\u7279\u6a29\u30a2\u30ab\u30a6\u30f3\u30c8\u304b\u3089\u7279\u6a29\u30a2\u30ab\u30a6\u30f3\u30c8\u3078\u306e\u6f5c\u5728\u7684\u653b\u6483\u7d4c\u8def\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u30d5\u30a1\u30eb\u30b3\u30f3\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u306e\u5c0e\u5165\u306b\u3088\u308a\u3001\u3053\u306e\u304a\u5ba2\u69d8\u306f\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u3078\u306e\u30eb\u30fc\u30c8\u3092\u906e\u65ad\u3057\u3001\u9632\u5fa1\u3092\u5927\u5e45\u306b\u5f37\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u7b2c3\u56db\u534a\u671f\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3001\u4fdd\u967a\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001\u5c0f\u58f2\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u3001\u901a\u4fe1\u3092\u542b\u3080\u8907\u6570\u306e\u5782\u76f4\u5206\u91ce\u3067\u306e\u53d7\u6ce8\u3092\u78ba\u4fdd\u3057\u3001LogScale\u306b\u3068\u3063\u3066\u307e\u305f\u3082\u3084\u8a18\u9332\u7684\u306a\u56db\u534a\u671f\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u6ce8\u76ee\u3059\u3079\u304d\u306f\u3001\u7c73\u56fd\u306e\u5dde\u653f\u5e9c\u7cfb\u4fdd\u967a\u4f1a\u793e\u3067\u3059\u3002<\/p>\n<p>\u30d5\u30a1\u30eb\u30b3\u30f3LogScale\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u30c7\u30fc\u30bf\u3092\u8a18\u9332\u3057\u3001\u3088\u308a\u9577\u304f\u4fdd\u6301\u3057\u3001\u65e2\u5b58\u306e\u30ed\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3059\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u512a\u308c\u305f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u74b0\u5883\u5168\u4f53\u306e\u53ef\u8996\u6027\u3092\u5b9f\u73fe\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u56db\u534a\u671f\u3001\u5f53\u793e\u306f\u5916\u90e8\u653b\u6483\u30b5\u30fc\u30d3\u30b9\u7ba1\u7406\uff08EASM\uff09\u30d9\u30f3\u30c0\u30fc\u306e\u30ec\u30dd\u30b7\u30d5\u30a1\u30a4\u3092\u8cb7\u53ce\u3057\u3001\u5f53\u793e\u306e\u9867\u5ba2\u304c\u8106\u5f31\u306a\u672a\u77e5\u306e\u8cc7\u7523\u304b\u3089\u653b\u6483\u8005\u304c\u60aa\u7528\u3059\u308b\u524d\u306b\u30ea\u30b9\u30af\u3092\u7279\u5b9a\u3057\u6392\u9664\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u8cb7\u53ce\u306f10\u6708\u521d\u65ec\u306b\u5b8c\u4e86\u3057\u3001\u4eca\u56db\u534a\u671f\u4e2d\u306b\u5916\u90e8\u653b\u6483\u30b5\u30fc\u30d5\u30a7\u30b9\u7ba1\u7406\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u767a\u58f2\u3059\u308b\u4e88\u5b9a\u3067\u3001\u3053\u308c\u306b\u3088\u308a\u30d5\u30a1\u30eb\u30b3\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5168\u4f53\u3067\u5229\u7528\u3067\u304d\u308b\u30e2\u30b8\u30e5\u30fc\u30eb\u306f23\u500b\u306b\u306a\u308a\u307e\u3059\u3002\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u306e\u5206\u91ce\u3067\u306f\u3001\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u306b\u5c0e\u5165\u3055\u308c\u305f\u30e2\u30b8\u30e5\u30fc\u30eb\u306eARR\u304c\u524d\u5e74\u540c\u671f\u6bd4\u3067100%\u4ee5\u4e0a\u5897\u52a0\u3057\u3001\u52e2\u3044\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5f53\u793e\u306eCNAPP\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001CRN\u306e2022\u5e74Tech Innovators Awards\u3067Best Cloud Security\u3092\u53d7\u8cde\u3059\u308b\u306a\u3069\u3001\u696d\u754c\u304b\u3089\u306e\u8a55\u4fa1\u3092\u5f97\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u30d5\u30a1\u30eb\u30b3\u30f3\u30fb\u30b3\u30f3\u30d7\u30ea\u30fc\u30c8\u306f\u3001\u30a2\u30a4\u30c7\u30f3\u30c6\u30a3\u30c6\u30a3\u30fb\u30b3\u30f3\u30d7\u30ea\u30fc\u30c8\u3084\u30af\u30e9\u30a6\u30c9\u30fb\u30b3\u30f3\u30d7\u30ea\u30fc\u30c8\u306a\u3069\u306e\u62e1\u5f35\u3055\u308c\u305f\u5b8c\u5168\u306a\u30b5\u30fc\u30d3\u30b9\u306e\u30e9\u30a4\u30f3\u30a2\u30c3\u30d7\u304c\u304a\u5ba2\u69d8\u306b\u53d7\u3051\u5165\u308c\u3089\u308c\u3001\u65b0\u898fARR\u304c\u524d\u56db\u534a\u671f\u6bd4\u306720%\u8fd1\u304f\u5897\u52a0\u3057\u3001\u8f1d\u304d\u3092\u653e\u3061\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u7b2c3\u56db\u534a\u671f\u306b\u306f\u30d5\u30a1\u30eb\u30b3\u30f3\u30d7\u30ea\u30fc\u30c8LogScale\u3092\u767a\u8868\u3057\u3001\u3059\u3067\u306b\u3044\u304f\u3064\u304b\u306e\u6848\u4ef6\u3092\u7372\u5f97\u3057\u3066\u3044\u307e\u3059\u3002\u3088\u308a\u53b3\u3057\u3044\u7d4c\u6e08\u74b0\u5883\u306b\u304a\u3044\u3066\u3001\u4f01\u696d\u304c\u30d8\u30c3\u30c9\u30ab\u30a6\u30f3\u30c8\u3092\u524a\u6e1b\u3057\u305f\u308a\u3001\u30d8\u30c3\u30c9\u30ab\u30a6\u30f3\u30c8\u3092\u5b89\u5b9a\u3055\u305b\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u30d5\u30a1\u30eb\u30b3\u30f3\u30fb\u30b3\u30f3\u30d7\u30ea\u30fc\u30c8\u306e\u3088\u3046\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u9b45\u529b\u7684\u3067\u3042\u308b\u3002<\/p>\n<p>CrowdStrike\u306e\u30d5\u30a1\u30eb\u30b3\u30f3\u30fb\u30b3\u30f3\u30d7\u30ea\u30fc\u30c8\u304c\u6301\u3064\u5927\u304d\u306a\u30e1\u30ea\u30c3\u30c8\u306f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u5411\u3051\u306e\u7b2c1\u56deMITRE ATT&amp;CK\u8a55\u4fa1\u3067\u7d39\u4ecb\u3055\u308c\u307e\u3057\u305f\u3002\u8a55\u4fa1\u5bfe\u8c61\u3068\u306a\u3063\u305f16\u793e\u306e\u3046\u3061\u3001\u30d5\u30a1\u30eb\u30b3\u30f3\u30d7\u30ea\u30fc\u30c8\u306f\u696d\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308b\u6280\u8853\u3068\u4eba\u9593\u306e\u5c02\u9580\u77e5\u8b58\u306e\u7d71\u5408\u306b\u3088\u308a\u3001\u6700\u9ad8\u306e\u30ab\u30d0\u30ec\u30c3\u30b8\u3092\u5b9f\u73fe\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u56de\u306fMITRE\u521d\u306e\u30af\u30ed\u30fc\u30ba\u30c9\u30c6\u30b9\u30c8\u3067\u3042\u308a\u3001\u53c2\u52a0\u8005\u306f\u6575\u306e\u4e8b\u524d\u77e5\u8b58\u3092\u6301\u305f\u305a\u3001\u518d\u30c6\u30b9\u30c8\u3082\u7981\u6b62\u3055\u308c\u307e\u3057\u305f\u3002\u3053\u306e\u8a55\u4fa1\u306f\u3001CrowdStrike\u306e\u6a5f\u80fd\u304cCrowdStrike\u306e\u30d5\u30eb\u30de\u30cd\u30fc\u30b8\u30c9\u30b5\u30fc\u30d3\u30b9\u3068\u3057\u3066\u63d0\u4f9b\u3055\u308c\u3066\u3044\u308b\u304b\u3001\u5f53\u793e\u306eMSSP\u30d1\u30fc\u30c8\u30ca\u30fc\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u901a\u3058\u3066\u63d0\u4f9b\u3055\u308c\u3066\u3044\u308b\u304b\u3001\u3042\u308b\u3044\u306f\u5f53\u793e\u306e\u9867\u5ba2\u304c\u72ec\u81ea\u306b\u904b\u7528\u3057\u3066\u3044\u308b\u304b\u306b\u304b\u304b\u308f\u3089\u305a\u3001CrowdStrike\u304cEDR\u304a\u3088\u3073XDR\u306b\u304a\u3051\u308b\u660e\u78ba\u306a\u30ea\u30fc\u30c0\u30fc\u3067\u3042\u308b\u7406\u7531\u3092\u793a\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u300d\u3002<\/p>\n<p>\u30d5\u30a1\u30eb\u30b3\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001SE Lab\u306eEDR\u30e9\u30f3\u30b5\u30e0\u30a6\u30a7\u30a2\u691c\u77e5\u30fb\u9632\u5fa1\u30c6\u30b9\u30c8\u3067\u3082\u512a\u52dd\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u5b9a\u8a55\u3042\u308b\u7b2c\u4e09\u8005\u8a66\u9a13\u4f1a\u793e\u306f\u3001270\u306e\u30e9\u30f3\u30b5\u30e0\u30a6\u30a7\u30a2\u306e\u30d0\u30ea\u30a8\u30fc\u30b7\u30e7\u30f3\u3068\u6df1\u3044\u653b\u6483\u6226\u8853\u3092\u5bfe\u8c61\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u30d5\u30a1\u30eb\u30b3\u30f3\u306f\u3001\u8aa4\u691c\u77e50\u4ef6\u3001100%\u306e\u30e9\u30f3\u30b5\u30e0\u30a6\u30a7\u30a2\u9632\u5fa1\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u79c1\u305f\u3061\u306e\u512a\u308c\u305fAI\u3068\u6a5f\u68b0\u5b66\u7fd2\u30e2\u30c7\u30eb\u3001\u305d\u3057\u3066Threat Graph\u306e\u30e6\u30cb\u30fc\u30af\u306a\u30b0\u30e9\u30d5\u6280\u8853\u304b\u3089\u5f97\u3089\u308c\u308b\u30c7\u30fc\u30bf\u30e2\u30fc\u30c9\u306e\u512a\u4f4d\u6027\u3092\u53cd\u6620\u3057\u305f\u3082\u306e\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d5\u30a1\u30eb\u30b3\u30f3\u306e\u6975\u3081\u3066\u4f4e\u3044\u8aa4\u691c\u77e5\u7387\u306f\u3001\u691c\u8a3c\u6e08\u307f\u30a2\u30e9\u30fc\u30c8\u306e\u30c8\u30ea\u30a2\u30fc\u30b8\u3001\u8abf\u67fb\u3001\u4fee\u5fa9\u306e\u901f\u5ea6\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u305f\u3081\u3001\u304a\u5ba2\u69d8\u306b\u3068\u3063\u3066\u904b\u7528\u4e0a\u306e\u5927\u304d\u306a\u30e1\u30ea\u30c3\u30c8\u3068\u306a\u308a\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30cd\u30b9\u4fa1\u5024\u8a55\u4fa1\u3068\u5b9f\u73fe\u3055\u308c\u305f\u5206\u6790\u306b\u57fa\u3065\u304d\u3001\u4f01\u696d\u306e\u304a\u5ba2\u69d8\u306f\u30d5\u30a1\u30eb\u30b3\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3088\u3063\u3066\u5e73\u574768%\u306e\u696d\u52d9\u52b9\u7387\u306e\u5411\u4e0a\u3092\u89b3\u5bdf\u3057\u3001\u7d043.5\u4eba\u306e\u30d5\u30eb\u30bf\u30a4\u30e0\u5f93\u696d\u54e1\u306e\u76f8\u6bba\u306b\u76f8\u5f53\u3059\u308b\u3068\u63a8\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u4f01\u696d\u306b\u5bfe\u3059\u308b\u4eca\u65e5\u306e\u30de\u30af\u30ed\u306a\u5727\u529b\u3068\u8105\u5a01\u74b0\u5883\u306e\u6fc0\u5316\u306b\u3088\u308a\u3001\u30b3\u30f3\u30bd\u30ea\u30c7\u30fc\u30bf\u30fc\u3068\u3057\u3066\u306e\u30d5\u30a1\u30eb\u30b3\u30f3\u306e\u4fa1\u5024\u63d0\u6848\u306f\u3001CrowdStrike\u306e\u6b74\u53f2\u4e0a\u3001\u4eca\u65e5\u304c\u6700\u3082\u91cd\u8981\u306a\u6642\u3067\u3042\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068IT\u306e\u30b9\u30bf\u30c3\u30af\u5185\u3067\u80a5\u5927\u5316\u3059\u308b\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u89e3\u6c7a\u3057\u3001\u540c\u6642\u306b\u30b5\u30a4\u30d0\u30fc\u6575\u304b\u3089\u30d3\u30b8\u30cd\u30b9\u3092\u4fdd\u8b77\u3057\u3001\u904b\u7528\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3059\u308b\u305f\u3081\u306b\u3001\u4f01\u696d\u306f\u3001\u8cb7\u53ce\u3057\u305f\u6280\u8853\u3092\u30a4\u30f3\u30dc\u30a4\u30b9\u3067\u3064\u306a\u304e\u5408\u308f\u305b\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u771f\u306b\u7d71\u5408\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u7d71\u5408\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>CrowdStrike Falcon\u306f\u3001\u30b4\u30fc\u30eb\u30c9\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\u3067\u3042\u308a\u3001\u8a18\u9332\u7684\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308a\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5e02\u5834\u306f\u30de\u30af\u30ed\u306e\u5727\u529b\u3068\u7121\u7e01\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u30df\u30c3\u30b7\u30e7\u30f3\u30af\u30ea\u30c6\u30a3\u30ab\u30eb\u306a\u6280\u8853\u3067\u3059\u3002\u6575\u306f\u6b62\u307e\u308a\u307e\u305b\u3093\u3002\u6700\u65b0\u306e\u8105\u5a01\u30cf\u30f3\u30c6\u30a3\u30f3\u30b0\u30fb\u30ec\u30dd\u30fc\u30c8\u306b\u3042\u308b\u3088\u3046\u306b\u3001OverWatch\u3067\u306f\u3001\u30a4\u30f3\u30bf\u30e9\u30af\u30c6\u30a3\u30d6\u306a\u4fb5\u5165\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u304c\u524d\u5e74\u6bd4\u306750%\u8fd1\u304f\u5897\u52a0\u3057\u305f\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>100\u4e07\u30c9\u30eb\u4ee5\u4e0a\u306e\u9867\u5ba2\u5c64\u3001\u30af\u30e9\u30b9\u6700\u9ad8\u306e\u7d99\u7d9a\u7387\u3001\u30e2\u30b8\u30e5\u30fc\u30eb\u63a1\u7528\u7387\u306b\u4ee3\u8868\u3055\u308c\u308b\u3088\u3046\u306b\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3078\u306e\u6295\u8cc7\u306f\u56de\u5fa9\u529b\u304c\u3042\u308a\u3001\u7279\u306b\u4e16\u754c\u6700\u5927\u306e\u7d44\u7e54\u3067\u512a\u5148\u3055\u308c\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u8105\u5a01\u74b0\u5883\u306e\u6fc0\u5316\u3001\u653b\u6483\u5bfe\u8c61\u306e\u62e1\u5927\u3001\u30d5\u30a1\u30eb\u30b3\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u62e1\u5f35\u6027\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u307e\u3060\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u306e\u6210\u9577\u306e\u521d\u671f\u6bb5\u968e\u306b\u3042\u308b\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001ID\u4fdd\u8b77\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u65e9\u671f\u304b\u3064\u6025\u901f\u306a\u6210\u529f\u304c\u3001\u79c1\u305f\u3061\u72ec\u81ea\u306e\u81a8\u5927\u306a\u8105\u5a01\u60c5\u5831\u3092\u6d3b\u7528\u3057\u3066\u65b0\u3057\u3044\u5e02\u5834\u3084\u30ec\u30ac\u30b7\u30fc\u5e02\u5834\u3092\u5275\u9020\u3057\u3001\u652f\u914d\u3059\u308b\u80fd\u529b\u3092\u6700\u3082\u3088\u304f\u8868\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306f\u3001\u7834\u58ca\u7684\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u7d99\u7d9a\u3057\u3001\u6280\u8853\u7684\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u62e1\u5927\u3057\u3001\u65b0\u3057\u3044\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u5e02\u5834\u306b\u6295\u5165\u3057\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u3088\u3046\u306a\u6295\u8cc7\u3092\u884c\u3063\u3066\u3082\u3001\u73fe\u5728\u306e\u30de\u30af\u30ed\u74b0\u5883\u306b\u5bfe\u5fdc\u3057\u3001\u30d0\u30fc\u30c8\u304c\u8a73\u3057\u304f\u8aac\u660e\u3059\u308b\u3088\u3046\u306b\u3001\u6210\u9577\u3068\u53ce\u76ca\u6027\u30fb\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3068\u308b\u3053\u3068\u3092\u8a08\u753b\u3057\u3066\u3044\u307e\u3059\u30022026\u5e74\u5ea6\u672b\u307e\u3067\u306b\u6700\u7d42ARR\u309250\u5104\u30c9\u30eb\u306b\u6210\u9577\u3055\u305b\u30012025\u5e74\u5ea6\u306b\u76ee\u6a19\u3068\u3059\u308b\u30aa\u30da\u30ec\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30e2\u30c7\u30eb\u306b\u5230\u9054\u3059\u308b\u3068\u3044\u3046\u30d3\u30b8\u30e7\u30f3\u306f\u3001\u5f15\u304d\u7d9a\u304d\u5805\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u6c7a\u7b97\u306e\u8a73\u7d30\u306b\u3064\u3044\u3066\u3001\u30d0\u30fc\u30c8\u3088\u308a\u3054\u8aac\u660e\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d0\u30fc\u30c8\u30fb\u30dd\u30c3\u30c9\u30d9\u30a2 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u307e\u305a\u6700\u521d\u306b\u3001\u7279\u306b\u65ad\u308a\u306e\u306a\u3044\u9650\u308a\u3001\u672c\u65e5\u306e\u79c1\u306e\u767a\u8a00\u3067\u8ff0\u3079\u305f\u53ce\u76ca\u4ee5\u5916\u306e\u6570\u5024\u306f\u3059\u3079\u3066\u975eGAAP\u3067\u3059\u3002\u672c\u65e5\u306e\u6c7a\u7b97\u306b\u306f\u30ec\u30dd\u30b7\u30d5\u30a3\u306e\u8cb7\u53ce\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u306e\u8cb7\u53ce\u306f\u53ce\u76ca\u304a\u3088\u3073ARR\u306b\u307b\u3068\u3093\u3069\u5f71\u97ff\u3092\u4e0e\u3048\u305a\u3001\u7b2c3\u56db\u534a\u671f\u306eARR\u3078\u306e\u8ca2\u732e\u306f100\u4e07\u30c9\u30eb\u672a\u6e80\u3067\u3042\u3063\u305f\u3053\u3068\u3092\u3001\u59cb\u3081\u308b\u524d\u306b\u7533\u3057\u6dfb\u3048\u307e\u3059\u3002\u5f53\u56db\u534a\u671f\u306e\u671f\u672bARR\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd454\uff05\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u65b0\u898f\u306e\u7d14ARR\u306f\u524d\u5e74\u540c\u671f\u6bd417\uff05\u5897\u306e1\u51049,810\u4e07\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u30b8\u30e7\u30fc\u30b8\u304c\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u4e2d\u5c0f\u898f\u6a21\u306e\u975e\u4f01\u696d\u9867\u5ba2\u306b\u304a\u3051\u308b\u30de\u30af\u30ed\u7684\u306a\u5727\u529b\u306b\u3088\u308a\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u304c\u9577\u671f\u5316\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u7b2c3\u56db\u534a\u671f\u306e\u7d14\u65b0\u898fARR\u306e\u69cb\u6210\u306f100\u4e07\u30c9\u30eb\u4ee5\u4e0a\u306e\u9867\u5ba2\u5c64\u3078\u306e\u6bd4\u91cd\u304c\u9ad8\u304f\u3001\u7279\u5b9a\u306e\u6848\u4ef6\u304b\u3089\u306e\u5927\u304d\u306a\u8ca2\u732e\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u30c9\u30eb\u30d9\u30fc\u30b9\u306e\u7d14\u4fdd\u6709\u7387\u306f\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092\u4e0a\u56de\u308a\u3001\u7b2c2\u56db\u534a\u671f\u3068\u540c\u69d8\u30012021\u5e74\u5ea6\u7b2c3\u56db\u534a\u671f\u4ee5\u6765\u306e\u9ad8\u6c34\u6e96\u3092\u7dad\u6301\u3057\u307e\u3057\u305f\u3002\u7dcf\u4fdd\u6709\u7387\u3082\u904e\u53bb\u6700\u9ad8\u3092\u7dad\u6301\u3057\u3001\u4fb5\u5bb3\u3092\u963b\u6b62\u3057\u3001\u304a\u5ba2\u69d8\u306b\u4fa1\u5024\u3092\u63d0\u4f9b\u3057\u3001\u4e16\u754c\u4e2d\u306e\u4f01\u696d\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u614b\u52e2\u306b\u4fe1\u983c\u3092\u56de\u5fa9\u3059\u308b\u3068\u3044\u3046\u5f53\u793e\u306e\u5f37\u3044\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u5b9f\u8a3c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u30b8\u30e7\u30fc\u30b8\u304c\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u3088\u308a\u591a\u304f\u306e\u304a\u5ba2\u69d8\u304c\u30d5\u30a1\u30eb\u30b3\u30f3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6a19\u6e96\u5316\u3057\u3001\u3088\u308a\u591a\u304f\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u63a1\u7528\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30c8\u30ec\u30f3\u30c9\u306f\u3001\u4eca\u5f8c\u6570\u5e74\u306b\u308f\u305f\u308a\u6c38\u7d9a\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u3092\u751f\u307f\u51fa\u3059\u3068\u4fe1\u3058\u3066\u3044\u307e\u3059\u3002\u640d\u76ca\u8a08\u7b97\u66f8\u306b\u79fb\u308a\u307e\u3059\u3002\u7dcf\u58f2\u4e0a\u9ad8\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd453%\u5897\u306e5\u51048,090\u4e07\u30c9\u30eb\u306b\u9054\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u53ce\u5165\u306f\u524d\u5e74\u540c\u671f\u6bd453\uff05\u5897\u306e5\u51044,740\u4e07\u30c9\u30eb\u306b\u9054\u3057\u307e\u3057\u305f\u3002\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30fb\u30b5\u30fc\u30d3\u30b9\u306e\u58f2\u4e0a\u306f3,350\u4e07\u30c9\u30eb\u3067\u30019\u56db\u534a\u671f\u9023\u7d9a\u3067\u65b0\u8a18\u9332\u3092\u9054\u6210\u3057\u3001\u524d\u5e74\u540c\u671f\u6bd446\uff05\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u7b2c3\u56db\u534a\u671f\u306e\u5730\u57df\u5225\u696d\u7e3e\u3067\u306f\u3001\u7c73\u56fd\u304c\u5f15\u304d\u7d9a\u304d\u597d\u8abf\u3067\u524d\u5e74\u540c\u671f\u6bd446\uff05\u5897\u3001\u6d77\u5916\u306f\u540c72\uff05\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u5f53\u56db\u534a\u671f\u306eNon-GAAP\u30d9\u30fc\u30b9\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f75\uff05\u3001\u52a0\u5165\u4e16\u5e2f\u6570\u306f78\uff05\u3068\u3001\u6bd4\u8f03\u7684\u5b89\u5b9a\u3057\u305f\u6c34\u6e96\u3092\u7dad\u6301\u3057\u307e\u3057\u305f\u3002\u7b2c 3 \u56db\u534a\u671f\u306e\u975e GAAP \u578b\u55b6\u696d\u8cbb\u7528\u5408\u8a08\u306f\u3001\u524d\u5e74\u540c\u671f\u306e 2 \u5104 3,900 \u4e07\u30c9\u30eb\uff08\u58f2\u4e0a\u9ad8\u6bd4 63\uff05\uff09\u306b\u5bfe\u3057\u3001\u7d04 3 \u5104 4,860 \u4e07\u30c9\u30eb\uff08\u540c 60\uff05\uff09\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u7b2c 3 \u56db\u534a\u671f\u306e\u30de\u30b8\u30c3\u30af\u30ca\u30f3\u30d0\u30fc\u306f\u3001\u5f53\u793e\u306e\u5e02\u5834\u5c0e\u5165\u30a8\u30f3\u30b8\u30f3\u306e\u7d99\u7d9a\u7684\u306a\u52b9\u7387\u5316\u3092\u53cd\u6620\u3057\u30011.2 \u3068\u306a\u308a\u307e\u3057\u305f\u3002\u30de\u30b8\u30c3\u30af\u30ca\u30f3\u30d0\u30fc\u304c1.0\u3092\u8d85\u3048\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u5e02\u5834\u53c2\u5165\u306e\u52b9\u7387\u304c\u975e\u5e38\u306b\u826f\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3042\u308a\u3001\u5f53\u793e\u306e\u73fe\u5728\u306e\u6295\u8cc7\u8a08\u753b\u3092\u5f8c\u62bc\u3057\u3057\u3066\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u304c\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u5f53\u793e\u306f\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u74b0\u5883\u306b\u5bfe\u5fdc\u3057\u3001\u3088\u308a\u591a\u304f\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3092\u63a8\u9032\u3059\u308b\u3068\u540c\u6642\u306b\u3001\u30e6\u30cb\u30c3\u30c8\u30a8\u30b3\u30ce\u30df\u30af\u30b9\u306b\u5bfe\u3059\u308b\u898f\u5f8b\u3042\u308b\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3092\u76ee\u7684\u3068\u3057\u3066\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6295\u8cc7\u3092\u7279\u5b9a\u306e\u65bd\u7b56\u306b\u96c6\u4e2d\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u7b2c3\u56db\u534a\u671f\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd477\uff05\u5897\u306e8,970\u4e07\u30c9\u30eb\u3068\u306a\u308a\u3001\u55b6\u696d\u5229\u76ca\u7387\u306f\u524d\u5e74\u540c\u671f\u6bd42\u30dd\u30a4\u30f3\u30c8\u6539\u5584\u3057\u300115\uff05\u306b\u9054\u3057\u307e\u3057\u305f\u30022023\u5e74\u5ea6\u306e9\u30f6\u6708\u9593\u3092\u898b\u3066\u307f\u308b\u3068\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd4125\uff05\u5897\u306e2\u51046,010\u4e07\u30c9\u30eb\u3001\u58f2\u4e0a\u9ad8\u6bd416\uff05\u306b\u5230\u9054\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u7b2c3\u56db\u534a\u671f\u306eCrowdStrike\u306b\u5e30\u5c5e\u3059\u308b\u975eGAAP\u30d9\u30fc\u30b9\u306e\u7d14\u5229\u76ca\u3082\u524d\u5e74\u6bd42\u500d\u4ee5\u4e0a\u3068\u306a\u308a\u3001\u904e\u53bb\u6700\u9ad8\u306e9,610\u4e07\u30c9\u30eb\uff08\u5e0c\u8584\u5316\u5f8c1\u682a\u5f53\u305f\u308a0.40\u30c9\u30eb\uff09\u306b\u6210\u9577\u3057\u307e\u3057\u305f\u3002\u7b2c3\u56db\u534a\u671f\u306eCrowdStrike\u306b\u5e30\u5c5e\u3059\u308b\u975eGAAP\u30d9\u30fc\u30b9\u306eEPS\u306e\u8a08\u7b97\u306b\u4f7f\u7528\u3055\u308c\u305f\u5f53\u793e\u306e\u52a0\u91cd\u5e73\u5747\u666e\u901a\u682a\u5f0f\u306f\u3001\u5e0c\u8584\u5316\u30d9\u30fc\u30b9\u3067\u7d042\u51044000\u4e07\u682a\u3067\u3057\u305f\u3002\u5f53\u793e\u306f\u7b2c3\u56db\u534a\u671f\u3092\u5f37\u56fa\u306a\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u3067\u7d42\u3048\u307e\u3057\u305f\u3002\u73fe\u91d1\u304a\u3088\u3073\u73fe\u91d1\u540c\u7b49\u7269\u306f\u7d0424\u51047000\u4e07\u30c9\u30eb\u306b\u5897\u52a0\u3057\u3001\u30ec\u30dd\u30b7\u30d5\u30a1\u30a4\u8cb7\u53ce\u306e\u305f\u3081\u306b\u53d6\u5f97\u3057\u305f\u73fe\u91d1\u3068\u5dee\u3057\u5f15\u304d\u3067\u7d041900\u4e07\u30c9\u30eb\u306e\u652f\u6255\u3044\u304c\u3042\u3063\u305f\u3053\u3068\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f\u524d\u5e74\u540c\u671f\u6bd453%\u5897\u306e2\u51044,290\u4e07\u30c9\u30eb\u3068\u306a\u308a\u3001\u904e\u53bb\u6700\u9ad8\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f\u524d\u5e74\u540c\u671f\u6bd441%\u5897\u306e1\u51047,410\u4e07\u30c9\u30eb\u3068\u306a\u308a\u3001\u58f2\u4e0a\u9ad8\u306e\u7d0430%\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u79fb\u308b\u524d\u306b\u3001\u73fe\u5728\u306e\u30de\u30af\u30ed\u74b0\u5883\u304c\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u4e0e\u3048\u7d9a\u3051\u3066\u3044\u308b\u5f71\u97ff\u3092\u3069\u306e\u3088\u3046\u306b\u898b\u3066\u3044 \u308b\u304b\u306b\u3064\u3044\u3066\u3001\u82e5\u5e72\u306e\u30b3\u30e1\u30f3\u30c8\u3092\u8ff0\u3079\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u30022023\u5e74\u5ea6\u306e\u58f2\u4e0a\u9ad8\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u4e00\u65b9\u3001\u6700\u7d42\u640d\u76ca\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u304c\u8ff0\u3079\u305f\u3088\u3046\u306b\u3001\u7b2c4\u56db\u534a\u671f\u306f\u904e\u53bb\u6700\u9ad8\u306e\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3067\u30b9\u30bf\u30fc\u30c8\u3057\u307e\u3057\u305f\u304c\u3001\u30de\u30af\u30ed\u306e\u61f8\u5ff5\u306b\u3088\u308b\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u306e\u9577\u671f\u5316\u306f\u4eca\u5f8c\u3082\u7d9a\u304f\u3068\u898b\u3066\u304a\u308a\u3001\u4e88\u7b97\u306b\u5bfe\u3059\u308b\u76e3\u8996\u306e\u76ee\u304c\u53b3\u3057\u304f\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u304b\u3089\u3001\u5178\u578b\u7684\u306a\u7b2c4\u56db\u534a\u671f\u306e\u4e88\u7b97\u6d88\u5316\u306f\u898b\u8fbc\u3081\u306a\u3044\u3068\u898b\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u306e\u30de\u30af\u30ed\u7684\u306a\u4e0d\u78ba\u5b9f\u6027\u3092\u8003\u616e\u3057\u3001\u7d14\u65b0\u898fARR\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u793a\u3055\u306a\u3044\u304c\u3001\u7b2c4\u56db\u534a\u671f\u306e\u7d14\u65b0\u898fARR\u306f\u7b2c3\u56db\u534a\u671f\u3092\u6700\u592710\uff05\u4e0b\u56de\u308b\u3068\u60f3\u5b9a\u3059\u308b\u3053\u3068\u304c\u8ce2\u660e\u3067\u3042\u308b\u3068\u8003\u3048\u308b\u300224\u5e743\u6708\u671f\u3092\u5c55\u671b\u3059\u308b\u3002\u4e0a\u534a\u671f\u306b\u524d\u5e74\u540c\u671f\u6bd4\u7d0410\uff05\u306e\u9006\u98a8\u304c\u5439\u304f\u3068\u4eee\u5b9a\u3059\u308b\u3068\u3001\u901a\u671f\u3067\u306f\u524d\u5e74\u540c\u671f\u6bd4\u307b\u307c\u6a2a\u3070\u3044\u304b\u3089\u5fae\u5897\u306b\u306a\u308b\u3068\u601d\u308f\u308c\u308b\u3002<\/p>\n<p>\u3053\u308c\u306b\u3088\u308a\u300124\u5e743\u6708\u671f\u306e\u671f\u672bARR\u6210\u9577\u7387\u306f30\uff05\u53f0\u524d\u534a\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u53ce\u5165\u306e\u6210\u9577\u7387\u306f30\uff05\u53f0\u524d\u534a\u304b\u3089\u534a\u3070\u3068\u306a\u308a\u307e\u3059\u3002COVID-19\u306e\u5927\u6d41\u884c\u6642\u306b\u9867\u5ba2\u3068\u63d0\u643a\u3057\u305f\u3088\u3046\u306b\u3001\u7d44\u7e54\u304c\u30de\u30af\u30ed\u7d4c\u6e08\u60c5\u52e2\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u3001\u65b0\u898f\u5951\u7d04\u306e\u652f\u6255\u3044\u6761\u4ef6\u306b\u3064\u3044\u3066\u3088\u308a\u67d4\u8edf\u6027\u3092\u6301\u305f\u305b\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u524d\u56db\u534a\u671f\u306b\u6bd4\u3079\u3001\u8907\u6570\u5e74\u5951\u7d04\u30921\u5e74\u66f4\u65b0\u306b\u5909\u66f4\u3059\u308b\u6848\u4ef6\u304c\u5897\u52a0\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u3053\u306e\u7d50\u679c\u3001FY23 \u306e\u58f2\u4e0a\u9ad8\u306b\u5bfe\u3059\u308b\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u306e\u6bd4\u7387\u306f 28\uff05\u304b\u3089 30\uff05\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2023 \u5e74\u5ea6\u4ee5\u964d\u4eca\u65e5\u307e\u3067\u3001\u5f53\u793e\u306f\u5e02\u5834\u30c0\u30a4\u30ca\u30df\u30af\u30b9\u3092\u6d3b\u7528\u3057\u3001\u4e3b\u8981\u6a5f\u80fd\u306b\u304a\u3044\u3066\u512a\u79c0\u306a\u4eba\u6750\u3092\u52a0\u901f\u5ea6\u7684\u306b\u7372\u5f97\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u540c\u6642\u306b\u3001\u5f93\u696d\u54e1\u306e\u5b9a\u7740\u7387\u3082\u5411\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002\u7b2c3\u56db\u534a\u671f\u672b\u73fe\u5728\u3001\u5f53\u793e\u306f&#8217;23\u5e74\u5ea6\u306b\u30c1\u30fc\u30e0\u309240\uff05\u5897\u5f37\u3057\u3066\u304a\u308a\u3001\u6765\u5e74\u5ea6\u306e\u8a08\u753b\u3092\u5b9f\u884c\u3059\u308b\u4e0a\u3067\u5b9f\u306b\u6709\u5229\u306a\u7acb\u5834\u306b\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u8a08\u753b\u5b9f\u884c\u306b\u5fc5\u8981\u306a\u65b0\u898f\u63a1\u7528\u306e\u30da\u30fc\u30b9\u3092\u5927\u5e45\u306b\u6e1b\u901f\u3055\u305b\u306a\u304c\u3089\u3001\u77ed\u671f\u7684\u306a\u7126\u70b9\u3092\u30a4\u30cd\u30fc\u30d6\u30eb\u30e1\u30f3\u30c8\u3068\u751f\u7523\u6027\u306b\u30b7\u30d5\u30c8\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u30de\u30af\u30ed\u74b0\u5883\u304c\u73fe\u5728\u306e\u6c34\u6e96\u304b\u3089\u5927\u5e45\u306b\u60aa\u5316\u3057\u306a\u3044\u3053\u3068\u3092\u524d\u63d0\u306b\u3001&#8217;24 \u5e74\u5ea6\u306e\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u30fb\u30de\u30fc\u30b8\u30f3\u3092\u58f2\u4e0a\u9ad8\u306e 30\uff05\u3068\u3059\u308b\u3053\u3068\u3092\u8996\u91ce\u306b\u5165\u308c\u3001\u76ee\u6a19 \u306e\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u30e2\u30c7\u30eb\u306b\u5411\u3051\u3066\u524d\u9032\u3059\u308b\u4e2d\u3067\u3001&#8217;24 \u5e74\u5ea6\u306b\u306f\u975e GAAP \u55b6\u696d\u5229\u76ca\u7387\u306e\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u9069\u5ea6\u306b\u5897\u52a0\u3055\u305b\u308b\u4e88\u5b9a\u3067\u3059\u30022011 \u5e74\u5ea6\u7b2c 4 \u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306f\u3001\u524d\u5e74\u540c\u671f\u6bd4 44\uff05\u304b\u3089 46\uff05\u306e\u5897\u52a0\u3068\u306a\u308b 6 \u5104 1,910 \u4e07\u30c9\u30eb\u304b\u3089 6 \u5104 2,820 \u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u3068\u306a\u308b\u898b\u8fbc\u307f\u3067\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u53ce\u5165\u304c\u4e3b\u306a\u6210\u9577\u8981\u56e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u306f8720\u4e07\u30c9\u30eb\u304b\u30899370\u4e07\u30c9\u30eb\u3001CrowdStrike\u306b\u5e30\u5c5e\u3059\u308b\u975eGAAP\u30d9\u30fc\u30b9\u306e\u7d14\u5229\u76ca\u306f1\u510490\u4e07\u30c9\u30eb\u304b\u30891\u5104750\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u3068\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002CrowdStrike\u306b\u5e30\u5c5e\u3059\u308b\u5e0c\u8584\u5316\u5f8c\u306e\u975eGAAP\u30d9\u30fc\u30b9\u306e1\u682a\u5f53\u305f\u308a\u7d14\u5229\u76ca\u306f\u3001\u5e0c\u8584\u5316\u5f8c\u306e\u52a0\u91cd\u5e73\u5747\u682a\u5f0f\u65702\u51044100\u4e07\u682a\u3092\u5229\u7528\u3057\u3066\u30010.42\u30c9\u30eb\u304b\u30890.45\u30c9\u30eb\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>2023\u5e74\u5ea6\u901a\u671f\u306e\u7dcf\u53ce\u5165\u306f\u3001\u524d\u5e74\u5ea6\u6bd453%\u304b\u308954%\u306e\u6210\u9577\u7387\u3092\u53cd\u6620\u3057\u300122\u51042300\u4e07\u30c9\u30eb\u304b\u308922\u51043200\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u73fe\u6642\u70b9\u3067\u306f\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u975e GAAP \u578b\u306e\u55b6\u696d\u5229\u76ca\u306f\u30013\u51044,720\u4e07\u30c9\u30eb\u304b\u30893\u51045,380\u4e07\u30c9\u30eb\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u30022023\u5e74\u5ea6\u306eCrowdStrike\u306b\u5e30\u5c5e\u3059\u308b\u975eGAAP\u30d9\u30fc\u30b9\u306e\u7d14\u5229\u76ca\u306f\u30013\u51045760\u4e07\u30c9\u30eb\u304b\u30893\u51046440\u4e07\u30c9\u30eb\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u5e0c\u8584\u5316\u5f8c\u306e\u52a0\u91cd\u5e73\u5747\u682a\u5f0f\u6570\u30922\u51044000\u4e07\u682a\u3068\u3059\u308b\u3068\u3001\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u306b\u5e30\u5c5e\u3059\u308b\u975eGAAP\u30d9\u30fc\u30b9\u306e1\u682a\u5f53\u305f\u308a\u5f53\u671f\u7d14\u5229\u76ca\u306f1.49\u30c9\u30eb\u304b\u30891.52\u30c9\u30eb\u306e\u7bc4\u56f2\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u30b8\u30e7\u30fc\u30b8\u3068\u79c1\u3067\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hh6 main-c main-bdr\"><span class=\"big\"><strong>\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304b\u3089\u306e\u6307\u793a] \u305d\u3057\u3066\u3001\u6642\u9593\u306e\u90fd\u5408\u4e0a\u3001\u8cea\u554f\u306f1\u3064\u306b\u7d5e\u3063\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3088\u3046\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u6700\u521d\u306e\u3054\u8cea\u554f\u306f\u3001\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306e\u30b5\u30b1\u30c3\u30c8\u30fb\u30ab\u30ea\u30a2\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>Saket Kalia &#8212; \u30d0\u30fc\u30af\u30ec\u30a4\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3088\u304b\u3063\u305f\u3002\u3067\u306f\u3001\u307f\u306a\u3055\u3093\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3002<\/p>\n<p>\u8a71\u3057\u305f\u3044\u3053\u3068\u304c\u305f\u304f\u3055\u3093\u3042\u308b\u3093\u3060\u3002\u30b8\u30e7\u30fc\u30b8\u3001\u3042\u306a\u305f\u306b\u306f\u3001\u56db\u534a\u671f\u3092\u632f\u308a\u8fd4\u3063\u3066\u691c\u8a0e\u3057\u305f\u7af6\u5408\u4ed6\u793e\u306e\u30c7\u30fc\u30bf\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u4e00\u6bb5\u968e\u6df1\u304f\u6398\u308a\u4e0b\u3052\u3066\u8aac\u660e\u3057\u3066\u3082\u3089\u3048\u307e\u3059\u304b\uff1f\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e\u3088\u3046\u306a\u5927\u304d\u306a\u7af6\u5408\u4ed6\u793e\u3084\u3001\u3042\u308b\u3044\u306f\u5c0f\u3055\u306a\u6b21\u4e16\u4ee3\u7af6\u5408\u4ed6\u793e\u304c\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u3044\u308b\u3068\u611f\u3058\u307e\u3059\u304b? \u30d0\u30fc\u30c8\u3001\u30cf\u30a6\u30b9\u30ad\u30fc\u30d4\u30f3\u30b0\u306e\u8cea\u554f\u3082\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002ARR\u306f\u8cb4\u793e\u304c\u7ba1\u7406\u3057\u3066\u3044\u308b\u6307\u6a19\u3067\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u307f\u3093\u306a\u306e\u305f\u3081\u306b\u3001RPO\u3068ARR\u306e\u6210\u9577\u306b\u306f\u3069\u306e\u3088\u3046\u306a\u7570\u306a\u308b\u30c9\u30e9\u30a4\u30d0\u30fc\u304c\u3042\u308b\u306e\u304b\u3082\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4 &#8212; \u793e\u9577\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u304c\u3053\u308c\u307e\u3067\u898b\u3066\u304d\u305f\u3053\u3068\u3001\u305d\u3057\u3066\u30b3\u30e1\u30f3\u30c8\u3057\u3066\u304d\u305f\u3053\u3068\u3092\u6539\u3081\u3066\u8003\u3048\u3066\u307f\u308b\u3068\u3001\u79c1\u305f\u3061\u306e\u88fd\u54c1\u306b\u5bfe\u3059\u308b\u672c\u6765\u306e\u9700\u8981\u306f\u4f9d\u7136\u3068\u3057\u3066\u5f37\u3044\u3068\u3044\u3046\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u30de\u30af\u30ed\u7684\u306a\u9006\u98a8\u304c\u5f37\u307e\u3063\u3066\u3044\u308b\u306e\u306f\u4e8b\u5b9f\u3067\u3059\u3002<\/p>\n<p>\u4e00\u90e8\u306e\u5c0f\u898f\u6a21\u306a\u304a\u5ba2\u69d8\u306e\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u304c\u9577\u304f\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u306f\u304a\u8a71\u3057\u307e\u3057\u305f\u3002\u6210\u7d04\u307e\u3067\u306e\u65e5\u6570\u306f11%\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u6848\u4ef6\u306e\u9045\u5ef6\u3067\u3042\u308a\u3001\u6848\u4ef6\u306e\u640d\u5931\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u4f01\u696d\u5411\u3051\u3067\u306f\u3001\u3084\u306f\u308a\u4e00\u8cab\u3057\u305f\u52dd\u7387\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u9ad8\u6c34\u6e96\u3067\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5c0f\u898f\u6a21\u306a\u9867\u5ba2\u306b\u3064\u3044\u3066\u306f\u3001\u524d\u56db\u534a\u671f\u6bd4\u3067\u5927\u5e45\u306a\u6539\u5584\u304c\u898b\u3089\u308c\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306e\u7acb\u5834\u304b\u3089\u8a00\u3048\u3070\u3001\u3054\u60f3\u50cf\u306e\u901a\u308a\u3001\u3053\u306e\u72b6\u6cc1\u3092\u975e\u5e38\u306b\u6ce8\u610f\u6df1\u304f\u898b\u3066\u304a\u308a\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u6709\u5229\u306a\u72b6\u6cc1\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002\u30d5\u30a1\u30eb\u30b3\u30f3\u306e\u3088\u3046\u306a\u771f\u306e\u30b3\u30f3\u30bd\u30ea\u30c7\u30fc\u30bf\u30fc\u306f\u4ed6\u306b\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u304a\u5ba2\u69d8\u306f\u3001\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3001\u8907\u96d1\u3055\u3092\u8efd\u6e1b\u3057\u3001\u5b9f\u969b\u306b\u6a5f\u80fd\u3057\u3001\u4fb5\u5bb3\u3092\u963b\u6b62\u3059\u308b\u6280\u8853\u3092\u6c42\u3081\u3066\u304a\u308a\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u7af6\u4e89\u74b0\u5883\u3092\u898b\u308b\u3068\u3001\u5f53\u793e\u306b\u3068\u3063\u3066\u6709\u5229\u306a\u72b6\u6cc1\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u3054\u6307\u6458\u306e\u901a\u308a\u3001\u30de\u30af\u30ed\u306e\u9006\u98a8\u304c\u5f37\u307e\u3063\u3066\u3044\u308b\u3053\u3068\u3082\u304a\u8a71\u3057\u3057\u305f\u3068\u304a\u308a\u3067\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u30d0\u30fc\u30c8\u306b\u8a71\u3092\u8b72\u308a\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>\u30d0\u30fc\u30c8\u30fb\u30dd\u30c3\u30c9\u30d9\u30a2 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30b5\u30b1\u30c3\u30c8\u3001\u3042\u308a\u304c\u3068\u3046\u3002\u307e\u305a\u3001\u5168\u4f53\u50cf\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001CRPO\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u3053\u308c\u306f\u30ce\u30a4\u30ba\u306e\u591a\u3044\u6307\u6a19\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002ARR\u306f\u6b63\u898f\u5316\u3055\u308c\u305f\u5e74\u9593\u6570\u5024\u3067\u3042\u308b\u3053\u3068\u304b\u3089\u3001CRPO\u306fARR\u3068\u4e00\u81f4\u307e\u305f\u306f\u76f8\u95a2\u3059\u308b\u3088\u3046\u306b\u306f\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u305b\u3093\u3002\u30ce\u30a4\u30b8\u30fc\u306a\u6307\u6a19\u3068\u3044\u3046\u306e\u306f\u3069\u3046\u3044\u3046\u610f\u5473\u3067\u3057\u3087\u3046\u304b\u3002\u3064\u307e\u308a\u3001\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u306f\u3044\u304f\u3064\u304b\u306e\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u30c8\u30ec\u30f3\u30c9\u304c\u3042\u308a\u3001\u305d\u308c\u304c\u524d\u56db\u534a\u671f\u3068\u6bd4\u8f03\u3057\u3066\u671f\u9593\u7684\u306b\u9006\u98a8\u3068\u306a\u308a\u3001\u5fc5\u305a\u3057\u3082CRPO\u306b\u5b8c\u5168\u306b\u53cd\u6620\u3055\u308c\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u4f8b\u3048\u3070\u3001\u524d\u671f\u306e\u5951\u7d04\u671f\u9593\u3068\u6bd4\u8f03\u3057\u3066\u30011\u5e74\u5951\u7d04\u306e\u6848\u4ef6\u304c\u591a\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3067\u306f\u3001\u8907\u6570\u5e74\u306e\u5951\u7d04\u304c1\u5e74\u5951\u7d04\u3068\u3057\u3066\u66f4\u65b0\u3055\u308c\u308b\u3053\u3068\u304c\u4e00\u822c\u7684\u3067\u3059\u3002\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5834\u5408\u3001\u8907\u6570\u5e74\u5951\u7d04\u304c1\u5e74\u5951\u7d04\u3068\u3057\u3066\u66f4\u65b0\u3055\u308c\u308b\u306e\u304c\u4e00\u822c\u7684\u3067\u3001\u66f4\u65b0\u304c\u4e8b\u696d\u306e\u5927\u90e8\u5206\u3092\u5360\u3081\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u3001CRPO\u306b\u9006\u98a8\u304c\u5439\u304f\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5f53\u793e\u306e\u5834\u5408\u3001\u30b0\u30ed\u30b9\u306e\u7dad\u6301\u7387\u304c\u9ad8\u3044\u306e\u3067\u30011\u5e74\u5951\u7d04\u306f\u3001\u3088\u308a\u5927\u304d\u306a\u30d0\u30f3\u30c9\u30eb\u3092\u63a8\u9032\u3059\u308b\u305f\u3081\u306b\u9867\u5ba2\u5185\u3067\u62e1\u5927\u3059\u308b\u6a5f\u4f1a\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n<p>2\u3064\u76ee\u306f\u3001\u65e2\u5b58\u5951\u7d04\u306e\u5ef6\u9577\u3084\u30af\u30ed\u30b9\u30bb\u30eb\u3092\u884c\u3046\u5834\u5408\u3001\u5951\u7d04\u671f\u9593\u304c1\u5e74\u672a\u6e80\u306b\u306a\u308b\u3053\u3068\u304c\u591a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u65b0\u898f\u5951\u7d04\u7dad\u6301\u7387\u306b\u8868\u308c\u3066\u3044\u308b\u3088\u3046\u306b\u3001\u62e1\u5927\u30d3\u30b8\u30cd\u30b9\u304c\u5897\u52a0\u3059\u308b\u3068\u3001CRPO\u304c\u5727\u8feb\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u6700\u5f8c\u306b\u3001\u671f\u9593\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u5f53\u793e\u306f\u5229\u7528\u30d9\u30fc\u30b9\u306e\u6848\u4ef6\u3092\u3044\u304f\u3064\u304b\u6301\u3063\u3066\u3044\u307e\u3059\u3002MSSP\u306e\u5834\u5408\u3001\u5927\u534a\u306eMSSP\u306f\u30e6\u30fc\u30b6\u30fc\u30d9\u30fc\u30b9\u3067\u3042\u308a\u3001\u3053\u308c\u3089\u306f\u6708\u6b21\u8ab2\u91d1\u3067\u3059\u3002<\/p>\n<p>MSSP\u304c\u5f53\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u4e2d\u3067\u3088\u308a\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u306b\u3064\u308c\u3001CRPO\u3084\u30af\u30e9\u30a6\u30c9\u306e\u30ce\u30f3\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u6d88\u8cbb\u306e\u8ab2\u91d1\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u6700\u5f8c\u306b\u3001ARR\u306b\u3064\u3044\u3066\u30b3\u30e1\u30f3\u30c8\u3057\u307e\u3059\u3002\u3054\u6307\u6458\u306e\u901a\u308a\u3001\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30cd\u30b9\u306fARR\u306b\u3088\u3063\u3066\u6210\u308a\u7acb\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001ARR\u306f\u3042\u304f\u307e\u3067\u5951\u7d04\u305d\u306e\u3082\u306e\u306b\u5bfe\u3059\u308bX\u7dda\u691c\u67fb\u3067\u3059\u3002<\/p>\n<p>\u79c1\u305f\u3061\u306f\u3001ARR\u3092\u6700\u3082\u91cd\u8981\u306a\u3001\u3064\u307e\u308a\u4e8b\u696d\u306e\u898b\u901a\u3057\u3092\u793a\u3059\u6700\u3082\u900f\u660e\u6027\u306e\u9ad8\u3044\u6307\u6a19\u3068\u307f\u306a\u3057\u3066\u304a\u308a\u3001ARR\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3067\u3001CRPO\u3068ARR\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u306e\u304b\u304c\u3001\u3082\u3046\u5c11\u3057\u660e\u78ba\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001Piper Sandler\u306eRob Owens\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>Rob Owens &#8212; Piper Sandler &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3002\u79c1\u306e\u8cea\u554f\u306b\u304a\u7b54\u3048\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u56fd\u5185\u3068\u6d77\u5916\u3092\u6bd4\u8f03\u5bfe\u7167\u3057\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002\u6210\u9577\u7387\u304b\u3089\u898b\u3066\u3001\u6d77\u5916\u304c\u5b9f\u969b\u306b\u5f37\u5316\u3055\u308c\u3001\u7c73\u56fd\u304c\u4f4e\u4e0b\u3057\u3066\u3044\u308b\u306e\u306f\u5c11\u3057\u9a5a\u304d\u3067\u3059\u3002<\/p>\n<p>\u5c11\u3057\u9a5a\u304d\u307e\u3057\u305f\u3002\u305d\u3053\u3067\u3001\u3082\u3046\u5c11\u3057\u660e\u78ba\u306b\u3057\u3066\u3044\u305f\u3060\u3051\u308b\u3068\u52a9\u304b\u308a\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d0\u30fc\u30c8\u30fb\u30dd\u30c3\u30c9\u30d9\u30a2 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30ed\u30d6\u3001\u30d0\u30fc\u30c8\u3067\u3059\u3002\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4e00\u822c\u7684\u306b\u3001\u30de\u30af\u30ed\u306f\u3059\u3079\u3066\u306e\u5730\u57df\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u7c73\u56fd\u3068\u6d77\u5916\u306b\u5206\u3051\u305f\u5834\u5408\u3001\u660e\u3089\u304b\u306b\u7c73\u56fd\u304c\u6700\u3082\u5927\u304d\u306a\u5272\u5408\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3057\u305f\u304c\u3063\u3066\u3001ARR\u3078\u306e\u5f71\u97ff\u306f\u3001\u4e00\u822c\u7684\u306b\u3053\u306e\u30bb\u30af\u30bf\u30fc\u304b\u3089\u3082\u305f\u3089\u3055\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001MoffettNathanson\u306eSterling Auty\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>Sterling Auty &#8212; MoffettNathanson &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306f\u3044\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3069\u3046\u3082\u3001\u307f\u306a\u3055\u3093\u3002\u7279\u306b\u30de\u30af\u30ed\u3068\u6765\u5e74\u306b\u3064\u3044\u3066\u3001\u7279\u5225\u306a\u30b3\u30e1\u30f3\u30c8\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u8cea\u554f\u3067\u3059\u304c\u3001\u30de\u30af\u30ed\u306e\u9006\u98a8\u306f\u3001\u65b0\u898f\u9867\u5ba2\u306e\u5897\u52a0\u7387\u306b\u5bfe\u3057\u3066\u3001\u7d14\u30c9\u30eb\u306e\u7dad\u6301\u7387\u3084\u62e1\u5927\u7387\u3068\u3044\u3046\u89b3\u70b9\u304b\u3089\u3001\u3069\u306e\u3088\u3046\u306b\u73fe\u308c\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u5c55\u958b\u3055\u308c\u308b\u4e2d\u3067\u3001\u3069\u3061\u3089\u304b\u304c\u7279\u306b\u5927\u304d\u306a\u6253\u6483\u3092\u53d7\u3051\u308b\u3053\u3068\u306b\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30d0\u30fc\u30c8\u30fb\u30dd\u30c3\u30c9\u30d9\u30a2 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30b9\u30bf\u30fc\u30ea\u30f3\u30b0\u3002\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u826f\u3044\u30cb\u30e5\u30fc\u30b9\u306f\u3001\u975e\u5e38\u306b\u5065\u5168\u306a\u30a4\u30f3\u30b9\u30c8\u30fc\u30eb\u30d9\u30fc\u30b9\u3092\u6301\u3063\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u4f1d\u7d71\u7684\u306a\u30e9\u30f3\u30c9\u30fb\u30a2\u30f3\u30c9\u30fb\u30a8\u30ad\u30b9\u30d1\u30f3\u30c7\u30a3\u30f3\u30b0\u30fb\u30e2\u30c7\u30eb\u306b\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308b\u3068\u611f\u3058\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3053\u306e\u6bd4\u7387\u3092\u898b\u308c\u3070\u3001\u305d\u306e\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002<\/p>\n<p>\u3068\u306f\u3044\u3048\u3001\u65b0\u3057\u3044\u30ed\u30b4\u306b\u306f\u307e\u3060\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308b\u3068\u611f\u3058\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u304c\u65b0\u3057\u3044\u30ed\u30b4\u3092\u7372\u5f97\u3059\u308b\u30c1\u30e3\u30f3\u30b9\u306f\u3001\u79c1\u305f\u3061\u304c\u59cb\u3081\u305f\u3001\u305d\u3057\u3066\u521d\u65e5\u304b\u3089\u8a71\u3057\u3066\u3044\u305f\u30e2\u30c7\u30eb\u306b\u901a\u3058\u308b\u3082\u306e\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u4eca\u65e5\u3067\u3082\u3001\u30c9\u30eb\u30d9\u30fc\u30b9\u306e\u7d14\u4fdd\u6709\u7387\u306b\u898b\u3089\u308c\u308b\u3088\u3046\u306b\u3001\u30e9\u30f3\u30c9\u30fb\u30a2\u30f3\u30c9\u30fb\u30a8\u30af\u30b9\u30d1\u30f3\u30c9\u30fb\u30e2\u30c7\u30eb\u306b\u306f\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u304c\u3001\u65b0\u3057\u3044\u30ed\u30b4\u3092\u7372\u5f97\u3059\u308b\u30c1\u30e3\u30f3\u30b9\u3068\u3044\u3046\u70b9\u3067\u3082\u305d\u3046\u3067\u3059\u3002IDC\u304c\u767a\u8868\u3057\u305fTAM\u306f\u5897\u52a0\u306e\u4e00\u9014\u3092\u305f\u3069\u3063\u3066\u304a\u308a\u3001\u65b0\u3057\u3044\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u9806\u8abf\u306b\u8ffd\u52a0\u3057\u3066\u3044\u308b\u3053\u3068\u3082\u4e8b\u5b9f\u3067\u3059\u3002<\/p>\n<p>\u65b0\u3057\u3044\u30ed\u30b4\u3092\u7372\u5f97\u3059\u308b\u7d76\u597d\u306e\u6a5f\u4f1a\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001Truist\u306eJoel Fishbein\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Joel Fishbein &#8212; Truist Securities &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3001\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b8\u30e7\u30fc\u30b8\u306f\u3001\u30ec\u30dd\u30b7\u30d5\u30a3\u306e\u5916\u90e8\u7a0e\u52d9\u30b5\u30fc\u30d3\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3092\u8cfc\u5165\u3057\u307e\u3057\u305f\u306d\u3002Analyst Day\u3084\u30e6\u30fc\u30b6\u30fc\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3067\u306f\u3001\u591a\u304f\u306e\u304a\u5ba2\u69d8\u304c\u3053\u306e\u88fd\u54c1\u306b\u3064\u3044\u3066\u7a4d\u6975\u7684\u306b\u8a71\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u4eca\u5e74\u4e2d\u306b\u767a\u58f2\u3055\u308c\u308b\u3068\u306e\u3053\u3068\u3067\u3059\u304c\u3001\u3069\u306e\u3088\u3046\u306a\u5f62\u3067\u767a\u58f2\u3055\u308c\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u3053\u3067\u3001\u6700\u521d\u306e\u95a2\u5fc3\u4e8b\u304c\u3042\u308b\u304b\u3069\u3046\u304b\u3092\u78ba\u8a8d\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u9700\u8981\u306e\u9762\u3067\u306f\u3069\u306e\u3088\u3046\u306b\u63a8\u79fb\u3059\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4 &#8212; \u793e\u9577\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u8cb7\u53ce\u4ee5\u6765\u3001\u975e\u5e38\u306b\u5927\u304d\u306a\u95a2\u5fc3\u3092\u5bc4\u305b\u3066\u3044\u305f\u3060\u3044\u3066\u3044\u307e\u3059\u3002Fal.Con\u3067\u767a\u8868\u3057\u305f\u3068\u304a\u308a\u3067\u3059\u3002\u9867\u5ba2\u306f\u3001\u5916\u90e8\u3078\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u30af\u30e9\u30a6\u30c9\u3078\u306e\u79fb\u884c\u304c\u9032\u3080\u306b\u3064\u308c\u3066\u3001\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u306e\u591a\u304f\u306f\u8a2d\u5b9a\u3084\u30dd\u30ea\u30b7\u30fc\u306b\u5de6\u53f3\u3055\u308c\u308b\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u308c\u306f\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u7d20\u6674\u3089\u3057\u3044\u4ed8\u52a0\u4fa1\u5024\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3082\u975e\u5e38\u306b\u3088\u304f\u30de\u30c3\u30c1\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u304c\u8106\u5f31\u6027\u7ba1\u7406\u3084\u30ea\u30b9\u30af\u7ba1\u7406\u3067\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u3068\u9023\u643a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5168\u4f53\u3068\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u88fd\u54c1\u306b\u3068\u3066\u3082\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u304a\u5ba2\u69d8\u306f\u3001\u81ea\u5206\u305f\u3061\u306e\u305f\u3081\u3060\u3051\u3067\u306a\u304f\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30ea\u30b9\u30af\u306e\u89b3\u70b9\u304b\u3089\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u5b89\u5168\u6027\u3092\u78ba\u8a8d\u3057\u3001\u304a\u5ba2\u69d8\u3092\u5371\u967a\u306b\u3055\u3089\u3055\u306a\u3044\u3068\u3044\u3046\u89b3\u70b9\u304b\u3089\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3067\u6d3b\u7528\u3059\u308b\u3053\u3068\u3082\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u307e\u3067\u306e\u3068\u3053\u308d\u3001\u975e\u5e38\u306b\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u304c\u5f97\u3089\u308c\u3066\u304a\u308a\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u88fd\u54c1\u3092\u767a\u58f2\u3057\u3001\u5e02\u5834\u306b\u9001\u308a\u51fa\u3059\u3053\u3068\u306b\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30cf\u30e0\u30b6\u30fb\u30d5\u30a9\u30c3\u30c0\u30fc\u30ef\u30e9\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>Hamza Fodderwala &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3053\u3093\u3070\u3093\u306f\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b8\u30e7\u30fc\u30b8\u3001\u3042\u306a\u305f\u306b\u8cea\u554f\u3067\u3059\u3002<\/p>\n<p>\u30de\u30af\u30ed\u304c\u307b\u3068\u3093\u3069\u306e\u4f01\u696d\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3053\u3068\u306f\u660e\u3089\u304b\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u305d\u306e\u5bfe\u8c61\u5916\u3067\u3059\u3002CrowdStrike\u3084\u4ed6\u306e\u4f01\u696d\u3067\u306f\u660e\u3089\u304b\u306b\u6210\u9577\u304c\u920d\u5316\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u3042\u306a\u305f\u306f\u4eca\u5f8c\u3001\u6210\u9577\u3068\u53ce\u76ca\u6027\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u3057\u304b\u3057\u4e00\u65b9\u3067\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u65b0\u8208\u4f01\u696d\u3068\u3057\u3066\u3001\u5927\u304d\u306a\u5e02\u5834\u6a5f\u4f1a\u304c\u76ee\u306e\u524d\u306b\u3042\u308a\u307e\u3059\u3002\u4ed6\u306e\u4f01\u696d\u306f\u3082\u3063\u3068\u82e6\u6226\u3057\u305d\u3046\u3067\u3059\u3057\u3001\u5fa1\u793e\u306e\u3088\u3046\u306b\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u751f\u307f\u51fa\u305b\u306a\u3044\u306e\u3067\u3001\u4eca\u304c\u6295\u8cc7\u3092\u7d9a\u3051\u308b\u3079\u304d\u6642\u671f\u3060\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u305d\u308c\u3068\u3082\u3001\u3082\u3046\u5c11\u3057\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u52b9\u304b\u305b\u308b\u6642\u671f\u3060\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u3042\u306a\u305f\u304c\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u306e\u304b\u8208\u5473\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4 &#8212; \u793e\u9577\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u30cf\u30e0\u30b6\u3001\u3059\u3070\u3089\u3057\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u79c1\u305f\u3061\u306f\u5e38\u306b\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u6210\u9577\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u3068\u3063\u3066\u304a\u308a\u3001\u3069\u3093\u306a\u72a0\u7272\u3092\u6255\u3063\u3066\u3067\u3082\u6210\u9577\u3059\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u6c7a\u3057\u3066\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u306e\u3053\u3068\u306f\u3001\u79c1\u305f\u3061\u306e\u696d\u7e3e\u3068\u5b9f\u7e3e\u304c\u8a3c\u660e\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u3053\u308c\u304b\u3089\u3082\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u7269\u4e8b\u3092\u6574\u7406\u3057\u3066\u307f\u308b\u3068\u3001\u79c1\u305f\u3061\u306f\u524d\u56db\u534a\u671f\u306b83\u306e\u30eb\u30fc\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u300220\u5104\u30c9\u30eb\u4ee5\u4e0a\u306eARR\u3067\u3001\u3053\u306e\u898f\u6a21\u306e\u6210\u9577\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u5275\u51fa\u306f\u3001\u975e\u5e38\u306b\u6ce8\u76ee\u306b\u5024\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001CrowdStrike\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u5c0f\u898f\u6a21\u306a\u7af6\u5408\u4ed6\u793e\u304c\u8870\u9000\u3057\u3001\u975e\u4e0a\u5834\u4f01\u696d\u304c\u64a4\u9000\u3092\u6a21\u7d22\u3059\u308b\u4e2d\u300125\u5104\u30c9\u30eb\u8fd1\u3044\u73fe\u91d1\u3092\u6301\u3064\u5f53\u793e\u306b\u3068\u3063\u3066\u306f\u3001\u975e\u5e38\u306b\u9b45\u529b\u7684\u306a\u6a5f\u4f1a\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u6700\u5f8c\u306b\u3001\u3053\u3046\u3057\u305f\u30de\u30af\u30ed\u30c8\u30ec\u30f3\u30c9\u304c\u9032\u5316\u3059\u308b\u306b\u3064\u308c\u3001\u5c06\u6765\u306b\u308f\u305f\u3063\u3066\u9867\u5ba2\u3084\u3001\u5f53\u793e\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u9069\u5408\u3057\u305d\u3046\u306a\u4ed6\u306e\u6280\u8853\u3092\u7d71\u5408\u3057\u7d9a\u3051\u308b\u5927\u304d\u306a\u6a5f\u4f1a\u304c\u3042\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u30d0\u30e9\u30f3\u30b9\u306e\u53d6\u308c\u305f\u6295\u8cc7\u3068\u3001\u682a\u4e3b\u306e\u7686\u69d8\u306b\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u78ba\u5b9f\u306b\u304a\u5c4a\u3051\u3059\u308b\u3053\u3068\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u306e\u30a2\u30f3\u30c9\u30ea\u30e5\u30fc\u30fb\u30ce\u30d3\u30f3\u30b9\u30ad\u30fc\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30a2\u30f3\u30c9\u30ea\u30e5\u30fc\u30fb\u30ce\u30a6\u30a3\u30f3\u30b9\u30ad\u30fc &#8212; \u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4eca\u65e5\u306e\u5348\u5f8c\u306f\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002ARR\u306e\u5408\u8a08\u304c23\u5104\u30c9\u30eb\u3067\u300154\uff05\u306e\u6210\u9577\u3068\u3044\u3046\u306e\u306f\u3001\u3084\u306f\u308a\u3059\u3054\u3044\u3053\u3068\u3067\u3059\u3002\u898f\u6a21\u3082\u5927\u304d\u3044\u3067\u3059\u3057\u306d\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u3053\u306e\u56db\u534a\u671f\u306b\u8ffd\u52a0\u3057\u305f\u65b0\u898f\u306e\u30ed\u30b4\u304c9\uff05\u6e1b\u5c11\u3057\u305f\u3053\u3068\u306b\u9a5a\u304d\u307e\u3057\u305f\u304b\uff1f<\/p>\n<p>Burt Podbere &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30a2\u30f3\u30c7\u30a3\u3002\u65b0\u898f\u30ed\u30b4\u306e\u7d14\u5897\u6570\u306b\u3064\u3044\u3066\u306f\u3001SMB\u306e\u9818\u57df\u3067\u898b\u305f\u3082\u306e\u3068\u307b\u307c\u540c\u3058\u3067\u3059\u3002SMB\u30b9\u30da\u30fc\u30b9\u306f\u3001\u5f53\u793e\u306e\u65b0\u898f\u30ed\u30b4\u306e\u901f\u5ea6\u3092\u4e0a\u3052\u308b\u539f\u52d5\u529b\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u5148\u307b\u3069\u304a\u8a71\u3057\u305f\u3088\u3046\u306b\u3001SMB\u9818\u57df\u3067\u306e\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u306f11%\u5897\u52a0\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u305d\u306e\u7d50\u679c\u30011,500\u4e07\u4ef6\u306e\u6848\u4ef6\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u3053\u306e1,500\u4e07\u4ef6\u3068\u3044\u3046\u6570\u5b57\u306f\u3001\u30ed\u30b4\u3068\u3044\u3046\u89b3\u70b9\u3067\u8003\u3048\u308b\u3068\u3001\u304b\u306a\u308a\u5927\u304d\u306a\u6570\u5b57\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u65b0\u898f\u30ed\u30b4\u306e\u7d14\u5897\u6570\u306f\u3001SMB\u9818\u57df\u306e\u65b0\u898fARR\u306e\u7d14\u5897\u6570\u306b\u76f8\u5f53\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u89b3\u70b9\u304b\u3089\u3001\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u306e\u5897\u52a0\u3084SMB\u9818\u57df\u3067\u62bc\u3057\u51fa\u3055\u308c\u305f\u91d1\u984d\u306b\u95a2\u3057\u3066\u8d77\u3053\u3063\u305f\u3053\u3068\u3092\u898b\u3066\u3082\u3001\u4e00\u65e5\u306e\u7d42\u308f\u308a\u306b\u306f\u9a5a\u3044\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30a6\u30a3\u30ea\u30a2\u30e0\u30fb\u30d6\u30ec\u30a2\u306e\u30b8\u30e7\u30ca\u30b5\u30f3\u30fb\u30db\u30fc\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30de\u30ea\u30a2\u30fb\u30e9\u30a4\u30ea\u30fc &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u526f\u793e\u9577<\/p>\n<p>\u30b8\u30e7\u30ca\u30b5\u30f3\u3001\u3044\u3089\u3063\u3057\u3083\u3044\u307e\u3059\u304b\uff1f\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u3001\u6b21\u306e\u8cea\u554f\u306b\u79fb\u308a\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3082\u3061\u308d\u3093\u3067\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001RBC\u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30de\u30fc\u30b1\u30c3\u30c4\u306e\u30de\u30c3\u30c8\u30fb\u30d8\u30c9\u30d0\u30fc\u30b0\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30de\u30c3\u30c8\u30fb\u30d8\u30c9\u30d0\u30fc\u30b0 &#8212; RBC\u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30de\u30fc\u30b1\u30c3\u30c4 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b8\u30e7\u30fc\u30b8\u3001\u3042\u306a\u305f\u306b\u3067\u3059\u3002\u3042\u306a\u305f\u306f\u660e\u3089\u304b\u306b\u3001\u9577\u3044\u9593\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u696d\u754c\u306e\u3088\u3046\u306a\u3082\u306e\u3092\u904b\u55b6\u3057\u3066\u304d\u307e\u3057\u305f\u306d\u3002<\/p>\n<p>\u4eca\u56de\u306e\u3088\u3046\u306a\u30de\u30af\u30ed\u7684\u306a\u9006\u98a8\u304c\u5439\u3044\u3066\u3044\u308b\u3068\u304d\u306b\u3001\u55b6\u696d\u7684\u306a\u89b3\u70b9\u304b\u3089\u30b5\u30a4\u30af\u30eb\u3092\u52a0\u901f\u3055\u305b\u308b\u305f\u3081\u306b\u3067\u304d\u308b\u3053\u3068\u3001\u305f\u3068\u3048\u3070\u901a\u5e38\u3088\u308a\u3082\u65e9\u304f\u9867\u5ba2\u306b\u30a2\u30d7\u30ed\u30fc\u30c1\u3059\u308b\u3088\u3046\u306a\u3053\u3068\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u3053\u306e\u3088\u3046\u306a\u3068\u304d\u306b\u3001\u4f55\u304b\u6226\u8853\u7684\u306a\u3053\u3068\u3092\u3055\u308c\u3066\u3044\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u7686\u3055\u3093\u304c\u6d3b\u8e8d\u3055\u308c\u3066\u3044\u308b\u4e2d\u5c0f\u4f01\u696d\u306e\u7af6\u4e89\u529b\u306b\u4f55\u304b\u5909\u5316\u304c\u3042\u308a\u307e\u3057\u305f\u304b\uff1f<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4 &#8212; \u793e\u9577\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u305d\u308c\u3067\u306f\u3001\u307e\u305a\u5f8c\u8005\u306e\u8cea\u554f\u3092\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u30c0\u30a6\u30f3\u30de\u30fc\u30b1\u30c3\u30c8\u306eSMB\u9818\u57df\u3067\u306f\u3001\u5b9f\u969b\u306b\u52dd\u7387\u304c\u4e0a\u304c\u308a\u307e\u3057\u305f\u3002\u305d\u306e\u305f\u3081\u3001\u3053\u306e\u5206\u91ce\u3067\u306f\u5f15\u304d\u7d9a\u304d\u597d\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001Burt\u304c\u8a71\u3057\u305f\u3088\u3046\u306b\u3001\u3053\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u304b\u3089\u6848\u4ef6\u304c\u62bc\u3057\u51fa\u3055\u308c\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u305d\u306e\u5f71\u97ff\u3082\u3042\u308a\u307e\u3057\u305f\u3002\u4f01\u696d\u3067\u898b\u3089\u308c\u308b\u3088\u3046\u306a\u9577\u671f\u306e\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u3092\u5148\u53d6\u308a\u3057\u3001\u3055\u307e\u3056\u307e\u306a\u627f\u8a8d\u3084\u6cd5\u52d9\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306a\u3069\u306e\u624b\u7d9a\u304d\u3092\u3059\u3079\u3066\u6e08\u307e\u305b\u3066\u3001\u901a\u5e38\u306e\u30b5\u30a4\u30af\u30eb\u3067\u6848\u4ef6\u3092\u3053\u306a\u305b\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u3088\u308a\u591a\u304f\u306e\u4ed5\u4e8b\u3068\u52aa\u529b\u304c\u5fc5\u8981\u306a\u306e\u3067\u3059\u3002<\/p>\n<p>\u79c1\u305f\u3061\u306f\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u5b8c\u5168\u306a\u898b\u76f4\u3057\u306b\u5f15\u304d\u7d9a\u304d\u6ce8\u529b\u3057\u3001\u793e\u5185\u306e\u55b6\u696d\u30c1\u30fc\u30e0\u3060\u3051\u3067\u306a\u304f\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3082\u9023\u643a\u3057\u3066\u3001\u5f53\u793e\u306e\u6301\u3064\u5e83\u7bc4\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3092\u5fb9\u5e95\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u304c\u7126\u70b9\u3067\u3057\u305f\u3002\u3054\u6307\u6458\u306e\u3068\u304a\u308a\u3001\u79c1\u306f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u696d\u754c\u306b\u304a\u3044\u3066\u4f55\u5ea6\u3082\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u3001\u3044\u308f\u3070\u666f\u6c17\u30b5\u30a4\u30af\u30eb\u3092\u7d4c\u9a13\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u5148\u307b\u3069\u306e\u8cea\u554f\u3067\u3082\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u30de\u30af\u30ed\u306e\u9006\u98a8\u3092\u4e57\u308a\u8d8a\u3048\u308c\u3070\u3001\u9577\u671f\u7684\u306b\u306f\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30f3\u30af\u30fb\u30aa\u30d6\u30fb\u30a2\u30e1\u30ea\u30ab\u306e\u30bf\u30eb\u30fb\u30ea\u30a2\u30fc\u30cb\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30bf\u30eb\u30fb\u30ea\u30a2\u30fc\u30cb &#8212; \u30d0\u30f3\u30af\u30aa\u30d6\u30a2\u30e1\u30ea\u30ab\u30fb\u30e1\u30ea\u30eb\u30ea\u30f3\u30c1 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4eca\u65e5\u306f\u30b5\u30c3\u30ab\u30fc\u3067\u52dd\u3063\u305f\u306e\u3067\u3001\u3082\u3063\u3068\u3044\u3044\u30cb\u30e5\u30fc\u30b9\u3092\u671f\u5f85\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u5927\u4e08\u592b\u3067\u3059\u3002\u3042\u306a\u305f\u304c\u6301\u3063\u3066\u3044\u308b\u3082\u306e\u3092\u4f7f\u3044\u307e\u3059\u3002\u4e88\u7b97\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002<\/p>\n<p>\u73fe\u5728\u30012022\u5e74\u306e\u4e88\u7b97\u3067\u52d5\u3044\u3066\u3044\u307e\u3059\u304c\u3001\u5e02\u5834\u306e\u30ed\u30fc\u30a8\u30f3\u30c9\u3067\u306f\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u304c\u9577\u304f\u306a\u3063\u3066\u3044\u308b\u3068\u898b\u3066\u3044\u307e\u3059\u30022023\u5e74\u306b\u5165\u308a\u30011\u6708\u9803\u306b\u65b0\u3057\u3044\u4e88\u7b97\u304c\u8a2d\u5b9a\u3055\u308c\u307e\u3059\u304c\u3001\u540c\u3058\u3088\u3046\u306a\u884c\u52d5\u304c\u898b\u3089\u308c\u308b\u30ea\u30b9\u30af\u3084\u3001\u5927\u4f01\u696d\u304c\u4e88\u7b97\u5916\u3067\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u3066\u3001\u56db\u534a\u671f\u3054\u3068\u306e\u5909\u52d5\u306b\u3042\u307e\u308a\u654f\u611f\u3067\u306a\u3044\u30ea\u30b9\u30af\u306f\u3069\u306e\u7a0b\u5ea6\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u4fa1\u683c\u3068\u56db\u534a\u671f\u306e\u30ea\u30cb\u30a2\u30ea\u30c6\u30a3\u306b\u3064\u3044\u3066\u306f\u8ab0\u3082\u805e\u3044\u3066\u3044\u307e\u305b\u3093\u304c\u3001\u3053\u306e2\u3064\u306f\u91cd\u8981\u306a\u30c8\u30ec\u30f3\u30c9\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4 &#8212; \u793e\u9577\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3067\u306f\u3001\u305d\u306e\u6700\u521d\u306e\u90e8\u5206\u3092\u304a\u805e\u304d\u3057\u307e\u3059\u3002\u4e88\u7b97\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u304c\u898b\u305f\u3068\u3053\u308d\u3001\u4f01\u696d\u3067\u306f\u4e88\u7b97\u304c\u524a\u6e1b\u3055\u308c\u306a\u3044\u3068\u3044\u3046\u306e\u304c\u3059\u3079\u3066\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3067\u3059\u3002<\/p>\n<p>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306b\u307e\u3064\u308f\u308b\u7fa9\u52d9\u4ed8\u3051\u306f\u975e\u5e38\u306b\u591a\u3044\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u30af\u30e9\u30a6\u30c9\u3078\u306e\u79fb\u884c\u306b\u4f34\u3044\u3001\u304a\u5ba2\u69d8\u304c\u6c42\u3081\u3066\u3044\u308b\u306e\u306f\u3001\u4e88\u7b97\u3092\u6700\u9069\u5316\u3057\u3001\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u591a\u304f\u306e\u30d9\u30f3\u30c0\u30fc\u306b\u305d\u308c\u307b\u3069\u304a\u91d1\u3092\u304b\u3051\u305a\u3001CrowdStrike\u306e\u3088\u3046\u306a\u4f01\u696d\u306b\u96c6\u7d04\u3057\u3088\u3046\u3068\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u4fa1\u5024\u3092\u58f2\u308a\u8fbc\u3080\u3053\u3068\u306b\u591a\u304f\u306e\u6642\u9593\u3092\u8cbb\u3084\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u3053\u306e\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u304d\u3001\u904e\u53bb\u306b\u3082\u304a\u8a71\u3057\u3057\u307e\u3057\u305f\u304c\u3001\u4eca\u306f\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306e\u7d71\u5408\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u304a\u5ba2\u69d8\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u75db\u624b\u3067\u3042\u308a\u3001\u30b3\u30b9\u30c8\u306e\u8907\u96d1\u3055\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u79c1\u304cCEO\u3068\u3057\u3066\u884c\u3063\u3066\u3044\u308b\u3059\u3079\u3066\u306e\u4f1a\u8a71\u306f\u3001\u3069\u3046\u3059\u308c\u3070\u30b3\u30b9\u30c8\u3092\u96c6\u7d04\u3067\u304d\u308b\u304b\u3092\u4e2d\u5fc3\u306b\u884c\u308f\u308c\u3066\u3044\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u5f7c\u3089\u306f\u304a\u91d1\u3092\u4f7f\u3046\u306e\u3067\u3042\u308c\u3070\u3001\u3088\u308a\u5c11\u306a\u3044\u30d9\u30f3\u30c0\u30fc\u3067\u4f7f\u3044\u305f\u3044\u3057\u3001\u3069\u3046\u3059\u308c\u3070\u3088\u308a\u826f\u3044\u7d50\u679c\u3092\u5f97\u3089\u308c\u308b\u304b\u3092\u8003\u3048\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u3053\u308c\u3053\u305d\u304cCrowdStrike\u306e\u771f\u9aa8\u9802\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u5834\u5408\u306b\u3088\u3063\u3066\u306f\u3001\u6848\u4ef6\u306e\u898f\u6a21\u3092\u62e1\u5927\u3057\u3001\u3088\u308a\u591a\u304f\u306e\u627f\u8a8d\u3068\u30d0\u30ea\u30e5\u30fc\u30bb\u30eb\u3092\u884c\u308f\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u305f\u3081\u3001\u5c11\u3057\u4f59\u5206\u306a\u4f5c\u696d\u304c\u5fc5\u8981\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u305d\u306e\u3053\u3068\u306b\u96c6\u4e2d\u3057\u3066\u3044\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u74b0\u5883\u3092\u30e2\u30cb\u30bf\u30fc\u3057\u3066\u3001\u4f55\u304b\u5909\u5316\u304c\u3042\u308b\u304b\u3069\u3046\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u304c\u884c\u3063\u305f\u3059\u3079\u3066\u306e\u4f1a\u8a71\u3067\u306f\u3001\u4f01\u696d\u306e\u304a\u5ba2\u69d8\u306b\u3068\u3063\u3066\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u4f9d\u7136\u3068\u3057\u3066\u6700\u91cd\u8981\u8ab2\u984c\u3067\u3042\u308a\u3001\u4e88\u7b97\u7684\u306b\u3082\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u3067\u3042\u308b\u3053\u3068\u306b\u5909\u308f\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>Burt Podbere &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30bf\u30eb\u3055\u3093\u3001\u5f8c\u7de8\u3092\u62c5\u5f53\u3057\u307e\u3059\u3002\u307e\u305a\u3001\u4fa1\u683c\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u3044\u304f\u3064\u304b\u30b3\u30e1\u30f3\u30c8\u3067\u304d\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u30021\u3064\u306f\u3001\u5024\u5f15\u304d\u306f\u7b2c2\u56db\u534a\u671f\u3068\u540c\u3058\u3067\u3059\u3002\u7279\u306b\u5909\u5316\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u307e\u305f\u3001\u5927\u5e45\u306a\u5024\u5f15\u3092\u884c\u3063\u305f\u3053\u3068\u3067\u3001George\u3068\u79c1\u306b\u8ffd\u52a0\u7684\u306a\u6307\u793a\u304c\u3042\u3063\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u30022\u3064\u76ee\u306f\u3001ASP\u304c\u4e00\u5b9a\u3067\u3042\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u5f53\u793e\u306e\u5168\u4f53\u7684\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u4fa1\u5024\u3092\u8ca9\u58f2\u3059\u308b\u80fd\u529b\u306b\u3064\u3044\u3066\u3001\u91cd\u8981\u306a\u30dd\u30a4\u30f3\u30c8\u306b\u306a\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u4f01\u696d\u306e\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u306f\u7b2c2\u56db\u534a\u671f\u306b\u5c11\u3057\u5897\u52a0\u3057\u3001\u7b2c3\u56db\u534a\u671f\u306f\u305d\u306e\u6c34\u6e96\u3068\u540c\u3058\u3067\u3057\u305f\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u3054\u8cea\u554f\u306e2\u756a\u76ee\u306e\u90e8\u5206\u306b\u3064\u3044\u3066\u76f4\u7dda\u6027\u3092\u8003\u3048\u308b\u3068\u304d\u3001\u79c1\u306f\u305d\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3068\u306b\u304b\u304f\u30d7\u30e9\u30a4\u30b7\u30f3\u30b0\u306b\u3064\u3044\u3066\u306f\u3001\u8a71\u3092\u3057\u307e\u3057\u305f\u3002\u7d14\u65b0\u898fARR\u306b\u3064\u3044\u3066\u306f\u3001\u7b2c3\u56db\u534a\u671f\u304b\u3089\u7b2c4\u56db\u534a\u671f\u306b\u304b\u3051\u3066\u6700\u5927\u306710%\u306e\u9006\u98a8\u304c\u5439\u304f\u3068\u3044\u3046\u3053\u3068\u3092\u6e96\u5099\u66f8\u9762\u3067\u3082\u304a\u8a71\u3057\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30b0\u30c3\u30b2\u30f3\u30cf\u30a4\u30e0\u306e\u30b8\u30e7\u30f3\u30fb\u30c7\u30a3\u30d5\u30c3\u30c1\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>John DiFucci &#8212; Guggenheim Securities &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6e96\u5099\u66f8\u9762\u3067\u306f\u3001\u5927\u53e3\u9867\u5ba2\u304c\u591a\u76f8\u306e\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u3092\u8ffd\u6c42\u3057\u3066\u3044\u308b\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u3053\u306e\u70b9\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u6398\u308a\u4e0b\u3052\u3066\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u305d\u306e\u7acb\u3061\u4e0a\u3052\u671f\u9593\u306f\u3069\u306e\u304f\u3089\u3044\u306b\u306a\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u307e\u305f\u3001\u3053\u306e\u53d6\u5f15\u306e\u30e9\u30f3\u30d7\u90e8\u5206\u306b\u5bfe\u3059\u308b\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3001\u305d\u308c\u3068\u3082\u53e3\u982d\u3067\u306e\u610f\u601d\u8868\u793a\u3060\u3051\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>Burt Podbere &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30b8\u30e7\u30f3\u3002\u3067\u306f\u3001\u307e\u305a2\u756a\u76ee\u306e\u90e8\u5206\u3092\u304a\u805e\u304d\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u53d6\u5f15\u306b\u3064\u3044\u3066\u3001\u79c1\u305f\u3061\u306f\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u7f72\u540d\u6e08\u307f\u306e\u53d6\u5f15\u3067\u3059\u3002<\/p>\n<p>\u305f\u3060\u3001\u69cb\u9020\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306b\u95a2\u3057\u3066\u306f\u3001\u3053\u306e\u30d5\u30a7\u30fc\u30ba\u306e\u958b\u59cb\u65e5\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u591a\u6bb5\u968e\u306e\u5951\u7d04\u306b\u3064\u3044\u3066\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u591a\u6bb5\u968e\u306e\u5951\u7d04\u3068\u3053\u308c\u307e\u3067\u306e\u30d1\u30bf\u30fc\u30f3\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u3001\u7b2c3\u56db\u534a\u671f\u3068\u540c\u3058\u3088\u3046\u306a\u3053\u3068\u304c\u8d77\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3088\u308a\u591a\u304f\u306e\u5927\u4f01\u696d\u5411\u3051\u6848\u4ef6\u304c\u3001\u3053\u308c\u3089\u306e\u6848\u4ef6\u3068\u5951\u7d04\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u4e88\u7b97\u3082\u898b\u76f4\u3059\u3067\u3057\u3087\u3046\u3002\u305d\u306e\u7d50\u679c\u3001\u300c\u3088\u3057\u3001\u3053\u306e\u6642\u70b9\u3067\u30b9\u30a4\u30c3\u30c1\u3092\u5165\u308c\u3066\u3082\u5927\u4e08\u592b\u305d\u3046\u3060\u300d\u3068\u5224\u65ad\u3057\u3001\u56db\u534a\u671f\u672b\u306e\u7fcc\u65e5\u306b\u306f\u30b9\u30a4\u30c3\u30c1\u3092\u5165\u308c\u308b\u3053\u3068\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u8cea\u554f\u3067\u6700\u3082\u91cd\u8981\u306a\u306e\u306f\u3001\u6848\u4ef6\u304c\u78ba\u5b9a\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30c9\u30a4\u30c4\u9280\u884c\u306e\u30d6\u30e9\u30c3\u30c9\u30fb\u30bc\u30eb\u30cb\u30c3\u30af\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30d6\u30e9\u30c3\u30c9\u30fb\u30bc\u30eb\u30cb\u30c3\u30af &#8212; \u30c9\u30a4\u30c4\u9280\u884c &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306a\u308b\u307b\u3069\u3001\u7d20\u6674\u3089\u3057\u3044\u3002\u304a\u6642\u9593\u3092\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30d0\u30fc\u30c8\u3001\u3042\u306a\u305f\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u3088\u308b\u3068\u3001\u3053\u306e\u7b2c4\u56db\u534a\u671f\u306b\u4e88\u7b97\u306e\u6d41\u51fa\u3092\u671f\u5f85\u3057\u3066\u3044\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001\u305d\u308c\u306f\u5b50\u4f9b\u306b\u30b5\u30f3\u30bf\u30af\u30ed\u30fc\u30b9\u304c\u30af\u30ea\u30b9\u30de\u30b9\u306b\u6765\u306a\u3044\u3068\u8a00\u3063\u3066\u3044\u308b\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u3002\u3053\u306e\u3053\u3068\u3092\u660e\u78ba\u306b\u8ff0\u3079\u3066\u3044\u308b\u306e\u306f\u3042\u306a\u305f\u65b9\u3060\u3051\u3060\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u305d\u308c\u306f\u3042\u306a\u305f\u65b9\u304c\u4ed6\u306e\u4eba\u305f\u3061\u3088\u308a\u3082\u614e\u91cd\u3067\u3001\u304a\u305d\u3089\u304f\u3088\u308a\u900f\u660e\u6027\u304c\u9ad8\u3044\u304b\u3089\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3068\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u30ec\u30fc\u30c8\u3092\u3069\u306e\u7a0b\u5ea6\u60f3\u5b9a\u3057\u3066\u3001\u305d\u306e\u898b\u901a\u3057\u3092\u7acb\u3066\u3066\u3044\u308b\u306e\u304b\u3082\u6c17\u306b\u306a\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u3082\u3046\u5c11\u3057\u5225\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u7b2c4\u56db\u534a\u671f\u306e\u74b0\u5883\u3084\u524d\u63d0\u6761\u4ef6\u306b\u3001\u5fa1\u793e\u306e\u4e88\u6e2c\u65b9\u6cd5\u306f\u3069\u306e\u3088\u3046\u306b\u9069\u5fdc\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d0\u30fc\u30c8\u30fb\u30dd\u30c3\u30c9\u30d9\u30a2 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3053\u306e\u8cea\u554f\u306b\u5bfe\u3057\u3066\u306f\u3001\u7b2c4\u56db\u534a\u671f\u306b\u5165\u308a\u518d\u3073\u8a18\u9332\u7684\u306a\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3092\u76ee\u306b\u3057\u305f\u3068\u3044\u3046\u4e8b\u5b9f\u304b\u3089\u8003\u3048\u3066\u307f\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u4eca\u671f\u3001SMB\u3068\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u306e\u4e21\u5206\u91ce\u3067\u78ba\u8a8d\u3057\u305f\u3053\u3068\u306b\u3064\u306a\u304c\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u4eca\u5f8c\u3082\u3001\u30de\u30af\u30ed\u304c\u63a8\u9032\u3059\u308b\u4e00\u8cab\u3057\u305f\u30c6\u30fc\u30de\u304c\u898b\u3089\u308c\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e2d\u5c0f\u4f01\u696d\u5411\u3051\u306b\u306f\u3001\u4eca\u5f8c\u3082\u4e00\u8cab\u3057\u305f\u30c6\u30fc\u30de\u304c\u898b\u3089\u308c\u308b\u3068\u601d\u3044\u307e\u3059\u3002SMB\u5206\u91ce\u3067\u306f\u3001\u5f15\u304d\u7d9a\u304d\u6848\u4ef6\u304c\u62bc\u3057\u51fa\u3055\u308c\u308b\u3067\u3057\u3087\u3046\u3002\u307e\u305f\u3001\u4f01\u696d\u5411\u3051\u306b\u306f\u3001\u3088\u308a\u591a\u304f\u306e\u30de\u30eb\u30c1\u30d5\u30a7\u30fc\u30ba\u30c7\u30a3\u30fc\u30eb\u304c\u898b\u3089\u308c\u308b\u3067\u3057\u3087\u3046\u3002\u4eca\u671f\u306f\u3053\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u304b\u3089\u30011\u3064\u4ed8\u3051\u52a0\u3048\u308b\u3068\u3059\u308c\u3070\u3001\u30c8\u30c3\u30d7\u30fb\u30aa\u30d6\u30fb\u30b6\u30fb\u30d5\u30a1\u30cd\u30eb\u3092\u5f15\u304d\u7d9a\u304d\u63a8\u9032\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u306b\u591a\u304f\u306e\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u7528\u610f\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u30de\u30af\u30ed\u3092\u514b\u670d\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30b7\u30c6\u30a3\u306e\u30d5\u30a1\u30c6\u30a3\u30de\u30fb\u30d6\u30fc\u30e9\u30cb\u3055\u3093\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30d5\u30a1\u30c6\u30a3\u30de\u30fb\u30d6\u30fc\u30e9\u30fc\u30cb &#8212; \u30b7\u30c6\u30a3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3002\u79c1\u306e\u8cea\u554f\u306b\u304a\u7b54\u3048\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30d0\u30fc\u30c8\u3001\u5951\u7d04\u4ea4\u6e09\u3001\u7279\u306b\u8acb\u6c42\u66f8\u767a\u884c\u306b\u95a2\u3057\u3066\u5c0e\u5165\u3057\u3066\u3044\u308b\u3044\u304f\u3064\u304b\u306e\u67d4\u8edf\u6027\u306b\u95a2\u3059\u308b\u6e96\u5099\u3055\u308c\u305f\u30b3\u30e1\u30f3\u30c8\u306b\u3064\u3044\u3066\u3001\u3053\u308c\u3089\u306e\u5951\u7d04\u306e\u3044\u304f\u3064\u304b\u304c\u3088\u308a\u67d4\u8edf\u306b\u306a\u308b\u65b9\u6cd5\u3068\u56de\u53ce\u6d3b\u52d5\u3078\u306e\u5f71\u97ff\u306e\u3088\u3046\u306a\u3082\u306e\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u307e\u305b\u3093\u304b\u300224\u5e74\u5ea6\u306e\u4e88\u5099\u7684\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u793a\u3057\u3066\u304f\u308c\u305f\u3053\u3068\u306f\u3042\u308a\u304c\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u9867\u5ba2\u306e\u4e8b\u696d\u6d3b\u52d5\u306e\u5909\u5316\u304c\u4ea4\u6e09\u306b\u3069\u306e\u3088\u3046\u306b\u5f71\u97ff\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u307e\u305f\u3001\u66f4\u65b0\u578b\u30d3\u30b8\u30cd\u30b9\u304c\u5897\u3048\u308b\u306b\u3064\u308c\u3066\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u306b\u5bfe\u3059\u308b\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u304c\u5909\u5316\u3057\u3001\u66f4\u65b0\u578b\u30d3\u30b8\u30cd\u30b9\u3067\u306f\u65b0\u898f\u30d3\u30b8\u30cd\u30b9\u3088\u308a\u3082\u30ce\u30eb\u30de\u306e\u652f\u6255\u3044\u304c\u4f4e\u304f\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u3053\u306e\u3088\u3046\u306a\u74b0\u5883\u3067\u306f\u65b0\u898f\u30d3\u30b8\u30cd\u30b9\u3092\u884c\u3046\u3053\u3068\u304c\u5c11\u3057\u96e3\u3057\u304f\u306a\u3063\u3066\u304d\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u3053\u306e\u30e2\u30c7\u30eb\u306b\u3088\u308b\u30ec\u30d0\u30ec\u30c3\u30b8\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30d0\u30fc\u30c8\u30fb\u30dd\u30c3\u30c9\u30d9\u30a2 &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30d5\u30a1\u30c6\u30a3\u30de\u3001\u3044\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u3067\u306f\u30012\u3064\u3068\u3082\u304a\u53d7\u3051\u3057\u307e\u3059\u3002\u69cb\u9020\u306b\u95a2\u3057\u3066\u3001\u601d\u3044\u3064\u304f\u306e\u306f2\u3064\u3042\u308a\u307e\u3059\u30021\u3064\u306f\u3001\u660e\u3089\u304b\u306b\u4f01\u696d\u5411\u3051\u6848\u4ef6\u3068\u6bb5\u968e\u7684\u306a\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306e\u958b\u59cb\u65e5\u306b\u3064\u3044\u3066\u3067\u3001\u3053\u308c\u306f\u660e\u3089\u304b\u306b\u8acb\u6c42\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3059\u3002<\/p>\n<p>\u3082\u30461\u3064\u306f\u3001\u652f\u6255\u3044\u671f\u9650\u306b\u95a2\u3059\u308b\u67d4\u8edf\u6027\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u304a\u5ba2\u69d8\u306e\u4e88\u7b97\u3084\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u5408\u308f\u305b\u3066\u3001\u67d4\u8edf\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u3053\u306e\u3053\u3068\u3082\u30ad\u30e3\u30c3\u30b7\u30e5\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5168\u4f53\u3068\u3057\u3066\u306f\u3001\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3001\u5f37\u529b\u306a\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3001\u305d\u3057\u3066\u4e00\u8cab\u3057\u305f\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306f\u5909\u308f\u3063\u3066\u3044\u306a\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u79c1\u306f\u3001\u6e96\u5099\u66f8\u9762\u3067\u3082\u304a\u8a71\u3057\u3057\u305f\u3088\u3046\u306b\u3001\u5feb\u9069\u306a\u751f\u6d3b\u3092\u9001\u308b\u305f\u3081\u306e\u7d20\u6674\u3089\u3057\u3044\u6a5f\u4f1a\u3092\u5f97\u305f\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u89b3\u70b9\u304b\u3089\u3082\u3001\u6765\u5e74\u306f\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u30fb\u30de\u30fc\u30b8\u30f330%\u3078\u306e\u9053\u7b4b\u304c\u898b\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3053\u3068\u306f\u3001\u3053\u306e\u30e2\u30c7\u30eb\u306e\u5f37\u3055\u3068\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u304c\u672c\u5f53\u306b\u8010\u4e45\u6027\u306e\u3042\u308b\u3082\u306e\u3067\u3042\u308b\u3053\u3068\u3092\u7269\u8a9e\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5168\u4f53\u50cf\u3092\u3069\u306e\u3088\u3046\u306b\u898b\u3066\u3044\u308b\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u304c\u69cb\u9020\u306b\u95a2\u3057\u3066\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u306f\u3001\u304a\u5ba2\u69d8\u3068\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306b\u3064\u306a\u304c\u308b\u3082\u306e\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u308c\u306f\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\uff08\u4e16\u754c\u7684\u5927\u6d41\u884c\uff09\u304c\u8d77\u3053\u3063\u305f\u5f53\u6642\u306f\u3088\u304f\u7406\u89e3\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u304c\u6700\u521d\u306b\u767a\u751f\u3057\u305f\u3068\u304d\u3001\u3053\u306e\u3053\u3068\u306f\u3088\u304f\u8a55\u4fa1\u3055\u308c\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u4eca\u3001\u79c1\u305f\u3061\u5168\u54e1\u304c\u62b1\u3048\u3066\u3044\u308b\u9006\u98a8\u304c\u5439\u304f\u30de\u30af\u30ed\u306e\u72b6\u6cc1\u4e0b\u3067\u3001\u3053\u306e\u3053\u3068\u304c\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u304a\u5ba2\u69d8\u3068\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3092\u7d44\u3080\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u3044\u3046\u30c1\u30e3\u30f3\u30b9\u306b\u3001\u4eca\u3067\u3082\u3068\u3066\u3082\u8208\u596e\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u6b21\u306b\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u3078\u306e\u5831\u916c\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u66f4\u65b0\u30d3\u30b8\u30cd\u30b9\u304c\u307e\u3059\u307e\u3059\u5927\u304d\u304f\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u8003\u616e\u3059\u308b\u3068\u3001\u66f4\u65b0\u30d3\u30b8\u30cd\u30b9\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u65e2\u5b58\u306e\u9867\u5ba2\u304b\u3089\u65b0\u3057\u3044ARR\u3092\u751f\u307f\u51fa\u3057\u7d9a\u3051\u308b\u305f\u3081\u306e\u5b9f\u969b\u306e\u30b3\u30b9\u30c8\u306f\u3001\u65b0\u3057\u3044\u30ed\u30b4\u3092\u7372\u5f97\u3059\u308b\u3088\u308a\u3082\u660e\u3089\u304b\u306b\u4f4e\u3044\u3068\u3044\u3046\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u3042\u308b\u7a0b\u5ea6\u306e\u30ec\u30d0\u30ec\u30c3\u30b8\u304c\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u6765\u5e74\u306e\u30ec\u30d0\u30ec\u30c3\u30b8\u306e\u8a71\u306b\u95a2\u3057\u3066\u306f\u3001\u672c\u5f53\u306b\u826f\u3044\u72b6\u614b\u306b\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001Needham and Company\u306eAlex Henderson\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30a2\u30ec\u30c3\u30af\u30b9\u30fb\u30d8\u30f3\u30c0\u30fc\u30bd\u30f3 &#8212; \u30cb\u30fc\u30c9\u30cf\u30e0\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044 \u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u5e02\u5834\u306e\u30af\u30e9\u30a6\u30c9\u90e8\u9580\u306b\u3064\u3044\u3066\u5c11\u3057\u304a\u8a71\u3092\u4f3a\u3048\u308c\u3070\u3068\u601d\u3046\u306e\u3067\u3059\u304c\u3001\u5fc5\u305a\u3057\u3082\u5fa1\u793e\u306e\u6210\u9577\u7387\u305d\u306e\u3082\u306e\u3067\u306f\u306a\u304f\u3001\u3080\u3057\u308d\u30af\u30e9\u30a6\u30c9\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3078\u306e\u79fb\u884c\u3092\u52a0\u901f\u307e\u305f\u306f\u6e1b\u901f\u3055\u305b\u3088\u3046\u3068\u3059\u308b\u4f01\u696d\u306e\u610f\u601d\u3068\u3044\u3046\u70b9\u3067\u3069\u3046\u306a\u306e\u3067\u3057\u3087\u3046\u3002\u305d\u306e\u4e2d\u3067\u3001\u5fa1\u793e\u306f\u3069\u306e\u3088\u3046\u306a\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u3066\u3044\u308b\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308b\u3044\u306f\u3001\u79fb\u884c\u3057\u3066\u3044\u308b\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u4e2d\u3067\u30b7\u30a7\u30a2\u3092\u4f38\u3070\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4 &#8212; \u793e\u9577\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u5171\u540c\u5275\u8a2d\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u304a\u5ba2\u69d8\u306f\u30af\u30e9\u30a6\u30c9\u306b\u4f55\u3092\u7f6e\u304f\u304b\u3092\u8003\u3048\u3066\u3044\u307e\u3059\u3057\u3001\u30de\u30af\u30ed\u306e\u30af\u30e9\u30a6\u30c9\u306e\u6210\u9577\u3068\u3044\u3046\u610f\u5473\u3067\u306f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u6210\u9577\u306f\u305d\u306e\u3088\u3046\u306a\u3082\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u4fdd\u8b77\u3068\u3044\u3046\u70b9\u3067\u306f\u3001\u79c1\u305f\u3061\u306f\u305d\u306e\u5206\u91ce\u3067\u52dd\u3061\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u4fdd\u8b77\u3068\u30af\u30e9\u30a6\u30c9\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30dd\u30b9\u30c1\u30e3\u7ba1\u7406\u306e\u4e21\u65b9\u3092\u517c\u306d\u5099\u3048\u3001\u4fdd\u8b77\u6a5f\u80fd\u306e\u5b8c\u5168\u306a\u30b9\u30a4\u30fc\u30c8\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u304b\u3089\u3053\u305d\u306e\u52dd\u5229\u3067\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u30af\u30e9\u30a6\u30c9\u3078\u306e\u79fb\u884c\u306b\u4f34\u3044\u3001\u5f53\u793e\u306e\u6280\u8853\u3092\u6d3b\u7528\u3059\u308b\u304a\u5ba2\u69d8\u304c\u307e\u3059\u307e\u3059\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u30af\u30e9\u30a6\u30c9\u3078\u306e\u79fb\u884c\u306f\u307e\u3060\u7d9a\u3044\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u30af\u30e9\u30a6\u30c9\u3078\u306e\u79fb\u884c\u306f\u307e\u3060\u7d9a\u3044\u3066\u304a\u308a\u3001\u7d71\u5408\u3055\u308c\u305f\u5f53\u793e\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u6d3b\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u4fdd\u8b77\u306b\u95a2\u3057\u3066\u3082\u3001\u5168\u4f53\u7684\u306b\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30cd\u30b9\u3067\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u304c\u898b\u3089\u308c\u307e\u3059\u3002\u305d\u3057\u3066\u3082\u3061\u308d\u3093\u3001\u74b0\u5883\u306b\u306f\u3088\u308a\u5e83\u7bc4\u306a\u30af\u30e9\u30a6\u30c9\u306e\u30c6\u30fc\u30de\u304c\u3042\u308a\u3001\u304a\u5ba2\u69d8\u306f\u3044\u3064\u3001\u3069\u306e\u3088\u3046\u306b\u79fb\u884c\u3059\u308b\u304b\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u304a\u5ba2\u69d8\u306e\u305f\u3081\u306b\u5b58\u5728\u3057\u3001\u305d\u306e\u3088\u3046\u306a\u74b0\u5883\u3067\u3082\u52dd\u3061\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001UBS\u306eRoger Boyd\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30ed\u30b8\u30e3\u30fc\u30fb\u30dc\u30a4\u30c9 &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30d0\u30fc\u30c8\u3001\u591a\u6bb5\u968e\u5951\u7d04\u958b\u59cb\u65e5\u306b\u3064\u3044\u3066\u88dc\u8db3\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u306e\u6319\u52d5\u3092\u5c11\u3057\u6574\u7406\u3057\u3066\u304a\u304d\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30ea\u30bd\u30fc\u30b9\u306e\u5236\u7d04\u3001\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u3001\u3042\u308b\u3044\u306fFalcon\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u7d71\u5408\u3055\u308c\u308b\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u7d42\u4e86\u65e5\u3068\u958b\u59cb\u65e5\u3092\u4e00\u81f4\u3055\u305b\u308b\u3053\u3068\u306b\u3082\u3063\u3068\u6ce8\u610f\u3092\u6255\u3046\u306a\u3069\u3001\u3053\u306e\u3088\u3046\u306a\u884c\u52d5\u3092\u4fc3\u3059\u4ed6\u306e\u8981\u56e0\u306f\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3082\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u78ba\u5b9a\u3057\u305f\u53d6\u5f15\u3067\u3042\u308b\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u306d\u3002\u305d\u3053\u3067\u3001\u78ba\u8a8d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u3053\u308c\u3089\u306e\u6848\u4ef6\u304c\u8868\u793a\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3053\u308c\u3089\u306e\u6848\u4ef6\u306f\u3001RPO\u306b\u8868\u793a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Burt Podbere &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30ed\u30b8\u30e3\u30fc\u3002\u3054\u8cea\u554f\u306e\u6700\u521d\u306e\u90e8\u5206\u306b\u304a\u7b54\u3048\u3059\u308b\u3068\u3001\u6700\u5927\u306e\u8981\u56e0\u306f\u30aa\u30da\u30c3\u30af\u30b9\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u52a0\u5165\u6642\u671f\u3092\u305a\u3089\u3059\u306a\u3069\u3057\u3066\u3001\u7d0d\u5f97\u306e\u3044\u304f\u5f62\u3067\u30b9\u30bf\u30fc\u30c8\u3055\u305b\u308b\u3053\u3068\u3092\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u306b\u306f\u3001\u81ea\u793e\u306e\u30ea\u30bd\u30fc\u30b9\u3092\u8abf\u6574\u3057\u3001\u9069\u5207\u306a\u4eba\u6750\u3092\u78ba\u4fdd\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u6717\u5831\u306a\u306e\u306f\u3001\u3053\u308c\u3089\u306e\u5951\u7d04\u304c\u78ba\u5b9a\u3057\u305f\u3053\u3068\u3067\u3059\u3002\u5951\u7d04\u306f\u78ba\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\u5951\u7d04\u306f\u6210\u7acb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4eca\u3059\u3050\u5c0e\u5165\u3055\u308c\u308b\u3082\u306e\u3082\u3042\u308c\u3070\u3001\u5f8c\u304b\u3089\u5c0e\u5165\u3055\u308c\u308b\u3082\u306e\u3082\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u3089\u306fRPO\u306e\u8a08\u7b97\u306b\u542b\u307e\u308c\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306e\u30b8\u30e7\u30fc\u30fb\u30ae\u30e3\u30ed\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30fb\u30ae\u30e3\u30ed &#8212; \u30b8\u30a7\u30d5\u30ea\u30fc\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3001\u307f\u306a\u3055\u3093\u3002\u3054\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b8\u30e7\u30fc\u30b8\u3001F3Q\u30684Q\u306e\u30de\u30af\u30ed\u306b\u3064\u3044\u3066\u306e\u30b3\u30e1\u30f3\u30c8\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u9867\u5ba2\u3068\u306e\u4f1a\u8a71\u304b\u3089\u30012023\u5e74\u306e\u30b5\u30a4\u30d0\u30fc\u4e88\u7b97\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u30012023\u5e74\u306e\u30b5\u30a4\u30d0\u30fc\u4e88\u7b97\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u4eca\u5f8c1\u5e74\u7a0b\u5ea6\u306f\u9577\u671f\u7684\u306a\u65b0\u5e38\u614b\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4 &#8212; \u793e\u9577\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u300c\u6765\u5e74\u306f\u4e88\u7b97\u304c\u524a\u6e1b\u3055\u308c\u308b\u300d\u3068\u3044\u3063\u3066\u623b\u3063\u3066\u304f\u308b\u9867\u5ba2\u306f\u898b\u5f53\u305f\u308a\u307e\u305b\u3093\u3002\u305d\u306e\u3088\u3046\u306a\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u307e\u305f\u3001\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u304a\u5ba2\u3055\u307e\u306f\u7d71\u5408\u3092\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u304a\u5ba2\u69d8\u306f\u7d71\u5408\u3092\u671b\u3093\u3067\u3044\u307e\u3059\u3002\u30ea\u30bd\u30fc\u30b9\u3092\u8ce2\u304f\u914d\u5206\u3057\u3001\u3088\u308a\u5c11\u306a\u3044\u30d9\u30f3\u30c0\u30fc\u3067\u3088\u308a\u826f\u3044\u7d50\u679c\u3092\u5f97\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u3053\u3053\u3067\u3082\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u5927\u304d\u306a\u5f37\u307f\u3092\u767a\u63ee\u3067\u304d\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u304c\u4e16\u754c\u4e2d\u306e\u591a\u304f\u306e\u9867\u5ba2\u3084\u898b\u8fbc\u307f\u5ba2\u3068\u8a71\u3092\u3057\u305f\u3068\u3053\u308d\u3001\u4f55\u3082\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u6765\u5e74\u306f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306b\u304b\u3051\u308b\u8cbb\u7528\u3092\u524a\u6e1b\u3059\u308b\u3001\u3068\u3044\u3046\u3088\u3046\u306a\u8a71\u306f\u51fa\u3066\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u30af\u30e9\u30a6\u30c9\u3092\u5c0e\u5165\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>\u6a5f\u80fd\u3092\u8ffd\u52a0\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u4e16\u754c\u5404\u5730\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u3059\u308b\u8981\u4ef6\u304c\u6b21\u3005\u3068\u63d0\u793a\u3055\u308c\u3001\u305d\u308c\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306e\u652f\u51fa\u3082\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u3088\u3046\u306a\u4f01\u696d\u306f\u3001\u7d71\u5408\u3055\u308c\u305f\u65b9\u6cd5\u3067\u6700\u3082\u5927\u304d\u306a\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u3092\u671b\u3093\u3067\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u304c\u898b\u3066\u304d\u305f\u306e\u306f\u307e\u3055\u306b\u305d\u306e\u901a\u308a\u3067\u3001\u305d\u3053\u304b\u3089\u5916\u308c\u308b\u3082\u306e\u306f\u4f55\u3082\u898b\u5f53\u305f\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u4ee5\u4e0a\u3067\u8cea\u7591\u5fdc\u7b54\u306f\u7d42\u4e86\u3067\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u6700\u5f8c\u306b\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4\u304b\u3089\u3054\u6328\u62f6\u3092\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n<p>\u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4 &#8212; \u793e\u9577\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u5171\u540c\u5275\u696d\u8005<\/p>\n<p>\u672c\u65e5\u306f\u304a\u6642\u9593\u3092\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3067\u306f\u3001\u3088\u3044\u4e00\u65e5\u3092\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u3084\u3054\u611f\u60f3\u3092\u3044\u305f\u3060\u3051\u308b\u3068\u5b09\u3057\u3044\u3067\u3059\u3002<\/p>\n<p>\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/tenbagger\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u30c6\u30f3\u30d0\u30ac\u30fc\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 50\uff05\u4ee5\u4e0a\u306e\u6210\u9577\u306f\u6d41\u77f3\u3067\u3059\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u7d4c\u6e08\u60aa\u5316\u3067\u60aa\u3044\u3067\u3059\u306d\u3002Q3\u3088\u308a\u3082Q4\u306b\u60aa\u5316\u306e\u5f71\u97ff\u304c\u5f37\u304f\u51fa\u305d\u3046\u306a\u306e\u3067\u3057\u3070\u3089\u304f\u306f\u4e0b\u843d\u3057\u305d &#8230; <\/p>\n","protected":false},"author":1,"featured_media":236,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[439,76,96,440,441,105,83],"class_list":{"0":"post-2225","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-crwd","9":"tag-76","10":"tag-96","11":"tag-440","12":"tag-441","13":"tag-105","14":"tag-83"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"description\" content=\"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u300250\uff05\u4ee5\u4e0a\u306e\u6210\u9577\u306f\u6d41\u77f3\u3067\u3059\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u7d4c\u6e08\u60aa\u5316\u3067\u60aa\u3044\u3067\u3059\u306d\u3002Q3\u3088\u308a\u3082Q4\u306b\u60aa\u5316\u306e\u5f71\u97ff\u304c\u5f37\u304f\u51fa\u305d\u3046\u306a\u306e\u3067\u3057\u3070\u3089\u304f\u306f\u4e0b\u843d\u3057\u305d\u3046\u3067\u3059\u3002\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/1up-life.blog\/?p=2225\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0\" \/>\n<meta property=\"og:description\" content=\"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u300250\uff05\u4ee5\u4e0a\u306e\u6210\u9577\u306f\u6d41\u77f3\u3067\u3059\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u7d4c\u6e08\u60aa\u5316\u3067\u60aa\u3044\u3067\u3059\u306d\u3002Q3\u3088\u308a\u3082Q4\u306b\u60aa\u5316\u306e\u5f71\u97ff\u304c\u5f37\u304f\u51fa\u305d\u3046\u306a\u306e\u3067\u3057\u3070\u3089\u304f\u306f\u4e0b\u843d\u3057\u305d\u3046\u3067\u3059\u3002\" \/>\n<meta property=\"og:url\" content=\"https:\/\/1up-life.blog\/?p=2225\" \/>\n<meta property=\"og:site_name\" content=\"\u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0\" \/>\n<meta property=\"article:published_time\" content=\"2022-11-30T12:45:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/09\/CRWD.png\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"419\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"\u3059\u3051\u307d\u3093\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u57f7\u7b46\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"\u3059\u3051\u307d\u3093\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data2\" content=\"62\u5206\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225\"},\"author\":{\"name\":\"\u3059\u3051\u307d\u3093\",\"@id\":\"https:\\\/\\\/1up-life.blog\\\/#\\\/schema\\\/person\\\/1706c8f6d05b86f64e59045d776dc7b9\"},\"headline\":\"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\",\"datePublished\":\"2022-11-30T12:45:55+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225\"},\"wordCount\":418,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/1up-life.blog\\\/#\\\/schema\\\/person\\\/1706c8f6d05b86f64e59045d776dc7b9\"},\"image\":{\"@id\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/1up-life.blog\\\/wp-content\\\/uploads\\\/2021\\\/09\\\/CRWD.png\",\"keywords\":[\"CRWD\",\"\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\",\"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\",\"\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\",\"\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\",\"\u6c7a\u7b97\",\"\u7c73\u56fd\u682a\"],\"articleSection\":[\"\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u65e5\u672c\u8a9e\u8a33\"],\"inLanguage\":\"ja\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/1up-life.blog\\\/?p=2225#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225\",\"url\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225\",\"name\":\"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/1up-life.blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/1up-life.blog\\\/wp-content\\\/uploads\\\/2021\\\/09\\\/CRWD.png\",\"datePublished\":\"2022-11-30T12:45:55+00:00\",\"description\":\"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u300250\uff05\u4ee5\u4e0a\u306e\u6210\u9577\u306f\u6d41\u77f3\u3067\u3059\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u7d4c\u6e08\u60aa\u5316\u3067\u60aa\u3044\u3067\u3059\u306d\u3002Q3\u3088\u308a\u3082Q4\u306b\u60aa\u5316\u306e\u5f71\u97ff\u304c\u5f37\u304f\u51fa\u305d\u3046\u306a\u306e\u3067\u3057\u3070\u3089\u304f\u306f\u4e0b\u843d\u3057\u305d\u3046\u3067\u3059\u3002\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225#breadcrumb\"},\"inLanguage\":\"ja\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/1up-life.blog\\\/?p=2225\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"ja\",\"@id\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225#primaryimage\",\"url\":\"https:\\\/\\\/1up-life.blog\\\/wp-content\\\/uploads\\\/2021\\\/09\\\/CRWD.png\",\"contentUrl\":\"https:\\\/\\\/1up-life.blog\\\/wp-content\\\/uploads\\\/2021\\\/09\\\/CRWD.png\",\"width\":800,\"height\":419,\"caption\":\"CRWD\u682a\u4fa1\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/1up-life.blog\\\/?p=2225#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"\u30db\u30fc\u30e0\",\"item\":\"https:\\\/\\\/1up-life.blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/1up-life.blog\\\/#website\",\"url\":\"https:\\\/\\\/1up-life.blog\\\/\",\"name\":\"\u7c73\u56fd\u682a\u30921up\u3059\u308b\u30d6\u30ed\u30b0\",\"description\":\"\u4e3b\u306b\u7c73\u56fd\u682a\u306e\u6c7a\u7b97\u60c5\u5831\u3084\u6295\u8cc7\u306b\u3064\u3044\u3066\u7d39\u4ecb\u3057\u3066\u3044\u304d\u307e\u3059\u3002\u305f\u307e\u306b\u65e5\u672c\u682a\u3067\u3082\u8208\u5473\u304c\u3042\u308b\u3053\u3068\u3092\u66f8\u3044\u3066\u3044\u304d\u307e\u3059\u3002\",\"publisher\":{\"@id\":\"https:\\\/\\\/1up-life.blog\\\/#\\\/schema\\\/person\\\/1706c8f6d05b86f64e59045d776dc7b9\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/1up-life.blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"ja\"},{\"@type\":[\"Person\",\"Organization\"],\"@id\":\"https:\\\/\\\/1up-life.blog\\\/#\\\/schema\\\/person\\\/1706c8f6d05b86f64e59045d776dc7b9\",\"name\":\"\u3059\u3051\u307d\u3093\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"ja\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/12c497be8a6e2d3e908d0bd22f4fec4ba47c4da19b8458040d8040e22dd0ef49?s=96&d=monsterid&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/12c497be8a6e2d3e908d0bd22f4fec4ba47c4da19b8458040d8040e22dd0ef49?s=96&d=monsterid&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/12c497be8a6e2d3e908d0bd22f4fec4ba47c4da19b8458040d8040e22dd0ef49?s=96&d=monsterid&r=g\",\"caption\":\"\u3059\u3051\u307d\u3093\"},\"logo\":{\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/12c497be8a6e2d3e908d0bd22f4fec4ba47c4da19b8458040d8040e22dd0ef49?s=96&d=monsterid&r=g\"},\"sameAs\":[\"https:\\\/\\\/1up-life.blog\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0","description":"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u300250\uff05\u4ee5\u4e0a\u306e\u6210\u9577\u306f\u6d41\u77f3\u3067\u3059\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u7d4c\u6e08\u60aa\u5316\u3067\u60aa\u3044\u3067\u3059\u306d\u3002Q3\u3088\u308a\u3082Q4\u306b\u60aa\u5316\u306e\u5f71\u97ff\u304c\u5f37\u304f\u51fa\u305d\u3046\u306a\u306e\u3067\u3057\u3070\u3089\u304f\u306f\u4e0b\u843d\u3057\u305d\u3046\u3067\u3059\u3002","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/1up-life.blog\/?p=2225","og_locale":"ja_JP","og_type":"article","og_title":"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0","og_description":"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u300250\uff05\u4ee5\u4e0a\u306e\u6210\u9577\u306f\u6d41\u77f3\u3067\u3059\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u7d4c\u6e08\u60aa\u5316\u3067\u60aa\u3044\u3067\u3059\u306d\u3002Q3\u3088\u308a\u3082Q4\u306b\u60aa\u5316\u306e\u5f71\u97ff\u304c\u5f37\u304f\u51fa\u305d\u3046\u306a\u306e\u3067\u3057\u3070\u3089\u304f\u306f\u4e0b\u843d\u3057\u305d\u3046\u3067\u3059\u3002","og_url":"https:\/\/1up-life.blog\/?p=2225","og_site_name":"\u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0","article_published_time":"2022-11-30T12:45:55+00:00","og_image":[{"width":800,"height":419,"url":"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/09\/CRWD.png","type":"image\/png"}],"author":"\u3059\u3051\u307d\u3093","twitter_card":"summary_large_image","twitter_misc":{"\u57f7\u7b46\u8005":"\u3059\u3051\u307d\u3093","\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593":"62\u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/1up-life.blog\/?p=2225#article","isPartOf":{"@id":"https:\/\/1up-life.blog\/?p=2225"},"author":{"name":"\u3059\u3051\u307d\u3093","@id":"https:\/\/1up-life.blog\/#\/schema\/person\/1706c8f6d05b86f64e59045d776dc7b9"},"headline":"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a","datePublished":"2022-11-30T12:45:55+00:00","mainEntityOfPage":{"@id":"https:\/\/1up-life.blog\/?p=2225"},"wordCount":418,"commentCount":0,"publisher":{"@id":"https:\/\/1up-life.blog\/#\/schema\/person\/1706c8f6d05b86f64e59045d776dc7b9"},"image":{"@id":"https:\/\/1up-life.blog\/?p=2225#primaryimage"},"thumbnailUrl":"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/09\/CRWD.png","keywords":["CRWD","\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb","\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af","\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3","\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3","\u6c7a\u7b97","\u7c73\u56fd\u682a"],"articleSection":["\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u65e5\u672c\u8a9e\u8a33"],"inLanguage":"ja","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/1up-life.blog\/?p=2225#respond"]}]},{"@type":"WebPage","@id":"https:\/\/1up-life.blog\/?p=2225","url":"https:\/\/1up-life.blog\/?p=2225","name":"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0","isPartOf":{"@id":"https:\/\/1up-life.blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/1up-life.blog\/?p=2225#primaryimage"},"image":{"@id":"https:\/\/1up-life.blog\/?p=2225#primaryimage"},"thumbnailUrl":"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/09\/CRWD.png","datePublished":"2022-11-30T12:45:55+00:00","description":"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u300250\uff05\u4ee5\u4e0a\u306e\u6210\u9577\u306f\u6d41\u77f3\u3067\u3059\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u7d4c\u6e08\u60aa\u5316\u3067\u60aa\u3044\u3067\u3059\u306d\u3002Q3\u3088\u308a\u3082Q4\u306b\u60aa\u5316\u306e\u5f71\u97ff\u304c\u5f37\u304f\u51fa\u305d\u3046\u306a\u306e\u3067\u3057\u3070\u3089\u304f\u306f\u4e0b\u843d\u3057\u305d\u3046\u3067\u3059\u3002","breadcrumb":{"@id":"https:\/\/1up-life.blog\/?p=2225#breadcrumb"},"inLanguage":"ja","potentialAction":[{"@type":"ReadAction","target":["https:\/\/1up-life.blog\/?p=2225"]}]},{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/1up-life.blog\/?p=2225#primaryimage","url":"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/09\/CRWD.png","contentUrl":"https:\/\/1up-life.blog\/wp-content\/uploads\/2021\/09\/CRWD.png","width":800,"height":419,"caption":"CRWD\u682a\u4fa1"},{"@type":"BreadcrumbList","@id":"https:\/\/1up-life.blog\/?p=2225#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"\u30db\u30fc\u30e0","item":"https:\/\/1up-life.blog\/"},{"@type":"ListItem","position":2,"name":"\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(CRWD)2023\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"}]},{"@type":"WebSite","@id":"https:\/\/1up-life.blog\/#website","url":"https:\/\/1up-life.blog\/","name":"\u7c73\u56fd\u682a\u30921up\u3059\u308b\u30d6\u30ed\u30b0","description":"\u4e3b\u306b\u7c73\u56fd\u682a\u306e\u6c7a\u7b97\u60c5\u5831\u3084\u6295\u8cc7\u306b\u3064\u3044\u3066\u7d39\u4ecb\u3057\u3066\u3044\u304d\u307e\u3059\u3002\u305f\u307e\u306b\u65e5\u672c\u682a\u3067\u3082\u8208\u5473\u304c\u3042\u308b\u3053\u3068\u3092\u66f8\u3044\u3066\u3044\u304d\u307e\u3059\u3002","publisher":{"@id":"https:\/\/1up-life.blog\/#\/schema\/person\/1706c8f6d05b86f64e59045d776dc7b9"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/1up-life.blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"ja"},{"@type":["Person","Organization"],"@id":"https:\/\/1up-life.blog\/#\/schema\/person\/1706c8f6d05b86f64e59045d776dc7b9","name":"\u3059\u3051\u307d\u3093","image":{"@type":"ImageObject","inLanguage":"ja","@id":"https:\/\/secure.gravatar.com\/avatar\/12c497be8a6e2d3e908d0bd22f4fec4ba47c4da19b8458040d8040e22dd0ef49?s=96&d=monsterid&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/12c497be8a6e2d3e908d0bd22f4fec4ba47c4da19b8458040d8040e22dd0ef49?s=96&d=monsterid&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/12c497be8a6e2d3e908d0bd22f4fec4ba47c4da19b8458040d8040e22dd0ef49?s=96&d=monsterid&r=g","caption":"\u3059\u3051\u307d\u3093"},"logo":{"@id":"https:\/\/secure.gravatar.com\/avatar\/12c497be8a6e2d3e908d0bd22f4fec4ba47c4da19b8458040d8040e22dd0ef49?s=96&d=monsterid&r=g"},"sameAs":["https:\/\/1up-life.blog"]}]}},"_links":{"self":[{"href":"https:\/\/1up-life.blog\/index.php?rest_route=\/wp\/v2\/posts\/2225","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/1up-life.blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/1up-life.blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/1up-life.blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/1up-life.blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2225"}],"version-history":[{"count":1,"href":"https:\/\/1up-life.blog\/index.php?rest_route=\/wp\/v2\/posts\/2225\/revisions"}],"predecessor-version":[{"id":2227,"href":"https:\/\/1up-life.blog\/index.php?rest_route=\/wp\/v2\/posts\/2225\/revisions\/2227"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/1up-life.blog\/index.php?rest_route=\/wp\/v2\/media\/236"}],"wp:attachment":[{"href":"https:\/\/1up-life.blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2225"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/1up-life.blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2225"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/1up-life.blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2225"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}