DataDog Q3 FY12/24 Earnings Review
Having Its Day Right Now
Earnings Analysis
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
Skyworks Solutions Q4 FY9/24 Earnings Review
DISCLAIMER: This note is intended for US recipients only and,
Dell Q3 FY1/25 Earnings Review
Probably Not Doomed
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
Snowflake Q3 FY1/25 Earnings Review
Color Me Nonplussed