Cloudflare Q1 FY12/25 Earnings Review
It pays to look under the hood...
Richard Iacuelli
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.
Palo Alto Q1 FY7/25 Earnings Review
It's all about the Cloud for Palo Alto Networks