The World Is At War … And You’re Bearish Cybersecurity?? The Cestrian Circle Newsletter

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Even If Some Software Is Dead … This Software Isn’t Dead

First of all, on the topic of software, please join us on a LIVE WEBINAR on Thursday 2 April at 1430 Eastern. You can sign up here, for free obviously. Bring your best questions, it’s open-mic as always.

Secondly, I wanted to share a basket of earnings reports with our paying Cestrian Circle subscribers. We cover all the leading names in cybersecurity in our Inner Circle service and we expect them to do well in the coming months. Most of these names have been hit hard in recent weeks and we believe that the selloff is overdone in the sector. So we’re making these reports available now to our Circle subscribers too.

Below you will find reports on Crowdstrike ( CRWD ), Cloudflare ( NET ), and ZScaler ( ZS ). If you have any questions, comments, anything, reach out to us in the comments field to this note - or, of course, if you’re an Inner Circle member, hit us up in Slack.

Here’s how these names have held up this year to date by the way. A shocker for ZS, remarkably good all things considered for NET.

Let's get to those earnings notes.