Richard Iacuelli

Cloudflare (NET) Q4 FY12/25 Earnings Review

Warm tires.

Fortinet (FTNT) Q4 FY12/25 Earnings Review

Mountains do grow - slowly.

CrowdStrike (CRWD) Q3 FY1/26 Earnings Review

Small improvements to make big gains.

Zscaler (ZS) Q1 FY7/26 Earnings Review

In danger of being out-maneuvered?

Palo Alto (PANW) Q1 FY7/26 Earnings Review

No Cruise Control here...

Fortinet Q3 FY12/25 Earnings Review

Not so flash.

Cloudflare Q3 FY12/25 Earnings Review

Not just hot air.

CrowdStrike (CRWD) 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!