CrowdStrike (CRWD) Q3 FY1/26 Earnings Review
Small improvements to make big gains.
Richard Iacuelli
Zscaler (ZS) Q1 FY7/26 Earnings Review
In danger of being out-maneuvered?
Palo Alto (PANW) Q1 FY7/26 Earnings Review
No Cruise Control here...
Fortinet Q3 FY12/25 Earnings Review
Not so flash.
Cloudflare Q3 FY12/25 Earnings Review
Not just hot air.
CrowdStrike (CRWD) Q2 FY1/26 Earnings Review
All is forgiven...
SentinelOne Q2 FY1/26 Earnings Review
Growth, leashed.
Zscaler Q4 FY7/25 Earnings Review
These Agents are hot right now!
Palo Alto Q4 FY7/25 Earnings Review
Beating the drum a little faster.
Fortinet Q2 FY12/25 Earnings Review
A surprise that shouldn't have been.