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Richard Iacuelli
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.
SentinelOne Q3 FY1/25 Earnings Review
People powered is so over.
Zscaler Q1 FY7/25 Earnings Review
Is there a Genie in that lamp?
CrowdStrike Q3 FY1/25 Earnings Review
Putting those (Screen of Death) Blues in the rearview.
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