Richard Iacuelli

CrowdStrike Q2 FY1/26 Earnings Review

All is forgiven...

SentinelOne Q2 FY1/26 Earnings Review

Growth, leashed.

Zscaler Q4 FY7/25 Earnings Review

These Agents are hot right now!

Palo Alto Q4 FY7/25 Earnings Review

Beating the drum a little faster.

Fortinet Q2 FY12/25 Earnings Review

A surprise that shouldn't have been.

Cloudflare Q2 FY12/25 Earnings Review

The next best thing to a Perpetual Motion Machine?

SentinelOne Q1 FY1/26 Earnings Review

SentinelOne was flying not so long ago. No longer.

Zscaler Q3 FY7/25 Earnings Review

No Face Plant Here.

Palo Alto Q3 FY7/25 Earnings Review

In the pack, looking for a breakaway.

Fortinet Q1 FY12/25 Earnings Review

Humming along, but there could be some grit in the machine.