Earnings Analysis

Pinterest Q3 FY12/24 Earnings Review

Make Mood Boards Great Again

SentinelOne Q3 FY1/25 Earnings Review

People powered is so over.

ARM Holdings Q2 FY3/25 Earnings Review

Speaking Truth About Power

MongoDB Q3 FY1/25 Earnings Review

Try To Think Of 3 Good Things About This Company

Dynatrace Q2 FY3/25 Earnings Review

Feelings x Charts, Who Will Win?

DataDog Q3 FY12/24 Earnings Review

Having Its Day Right Now

Zscaler Q1 FY7/25 Earnings Review

Is there a Genie in that lamp?

Marvell Technologies Q3 FY1/25 Earnings Review

AI Capex Broadens Out

CrowdStrike Q3 FY1/25 Earnings Review

Putting those (Screen of Death) Blues in the rearview.

Palantir Q3 FY12/24 Earnings Review

Aligned