SentinelOne Q1 FY1/26 Earnings Review
SentinelOne was flying not so long ago. No longer.
Richard Iacuelli
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.
Cloudflare Q1 FY12/25 Earnings Review
It pays to look under the hood...
SentinelOne Q4 FY1/25 Earnings Review
Not quite crash and burn, but close.
Zscaler Q2 FY7/25 Earnings Review
Getting there, slowly.
Palo Alto Q2 FY7/25 Earnings Review
All in on the Cloud, with an AI cherry on top.
Fortinet Q4 FY12/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Cloudflare Q4 FY12/24 Earnings Review
Leading with the right foot.