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.