Richard Iacuelli

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.

Palo Alto Q1 FY7/25 Earnings Review

It's all about the Cloud for Palo Alto Networks

Fortinet Q3 FY12/24 Earnings Review

There's fight in the Old Box Yet

Airbnb Q3 FY12/2024 Earnings Review

$ABNB Q3 in one word: Steady. Or you could buy $EXPE for less if you want!