花旗：CrowdStrike(CRWD.US)和达美航空(DAL.US)的法律对峙或将以和解告终

智通财经08-28

智通财经APP获悉，在CrowdStrike(CRWD.US)周三公布季报之前，花旗权衡了该公司大宕机后的潜在法律后果。Boolani领导的花旗研究团队指出，令他们欣慰的是，CrowdStrike的财务义务可能会受到限制(责任限制条款，大多数上限为2-3倍)，如果诉讼过程进入审判阶段，他们可能会通过合同法条款强制执行。此前该行研究团队与纽约大学法学教授克里斯·斯普里格曼(Chris ...

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settlement","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CRWD":1,"DAL":1,"C":0.9},"content_text":"智通财经APP获悉，在CrowdStrike(CRWD.US)周三公布季报之前，花旗权衡了该公司大宕机后的潜在法律后果。Boolani领导的花旗研究团队指出，令他们欣慰的是，CrowdStrike的财务义务可能会受到限制(责任限制条款，大多数上限为2-3倍)，如果诉讼过程进入审判阶段，他们可能会通过合同法条款强制执行。此前该行研究团队与纽约大学法学教授克里斯·斯普里格曼(Chris Sprigman)进行了对话，以改进他们对CrowdStrike责任范围的情景分析，特别是与达美航空(DAL.US)有关的情况。达美航空称，在上个月全球技术故障之后，CrowdStrike应对该航空公司长时间的航班中断负责。然而，这家网络安全公司否认了有关其疏忽或故意行为不当的指控。Boolani和她的团队表示，达美航空识别合同漏洞的能力仍是最大的不确定性，尽管早期的指标表明这一因素极具挑战性。在此前灾难性的系统故障导致数千次航班取消和联邦政府对该航空公司的调查后，达美航空的领导层未能对援助提议做出回应。由律师事务所Quinn Emanuel Urquhart & Sullivan联合管理合伙人Michael Carlinsky签署的信函称，“CrowdStrike的首席执行官亲自联系了达美航空首席执行官，希望提供现场协助，但没有得到任何回应。”分析师补充称，尽管Delta诉CrowdStrike案在判例法上是前所未有的，但斯普里格曼认为，和解似乎是最合理的方案，这将避免代价高昂的法律诉讼、声誉损害;还避免了对几个选区和监管机构的审查，在这些领域，拖延或新的法律情景带来的尾部风险看起来也很低。分析人士指出，他们从讨论中得到的主要收获在于，由于看到了潜在的解决方案，因而对悬而未决的法律困扰感到放心。花旗的研究团队表示，这很可能将变为和解，而不是审判和预审程序，后者将给双方带来过度的财务或声誉风险，尤其达美航空作为一家航空公司，要通过美国交通部接受更多的监管和政府审查，而且条款对CrowdStrike也不会太不利，与责任限制相关的支出有上限。然而，分析师指出，即使法律问题出现得比预期更早，CrowdStrike估计，在投资者信心完全恢复之前，可能需要短期重置，中期则重建并恢复新业务或扩张业务速度，如达到100亿美元的ARR，相信“经营成本”不会结构性地提高，从而影响运营利润率或自由现金流利润率。Crowdstrike对花旗的评级为买入，价格为300美元。在Seeking Alpha的量化评级系统中，CrowdStrike的评级一直高于市场。与此同时，Seeking Alpha作者的平均评级是“买入”，华尔街分析师的平均评级也是“买入”。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"Policy And 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