Richard Iacuelli

CrowdStrike (CRWD) Q1 FY1/27 Earnings Review

Thunderbolt not included.

Palo Alto Networks (PANW) Q3 FY7/26 Earnings Review

Platformizing is a thing.

Zscaler (ZS) Q3 FY7/26 Earnings Review

Sunny optimism, meet grounded reality.

Cloudflare (NET) Q1 FY12/26 Earnings Review

How Fit is Too Fit?

Fortinet (FTNT) Q1 FY12/26 Earnings Review

Eat their Dust.

CrowdStrike (CRWD) Q4 FY1/26 Earnings Review

...and clearing it.

Zscaler (ZS) Q2 FY7/26 Earnings Review

Pump it up.

Palo Alto (PANW) Q2 FY7/26 Earnings Review

Building Muscle.

Cloudflare (NET) Q4 FY12/25 Earnings Review

Warm tires.

Fortinet (FTNT) Q4 FY12/25 Earnings Review

Mountains do grow - slowly.