Salesforce earnings review and deep dive $CRM
Salesforce is a global leader in cloud-based enterprise software, best known for its CRM (Customer…
Salesforce earnings review and deep dive $CRM
Salesforce is a global leader in cloud-based enterprise software, best known for its CRM (Customer Relationship Management) suite that spans sales, service, marketing, commerce and analytics. It offers a broad set of cloud applications — including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud — and supports heavy customization, integrations, AI-powered features and enterprise workflows. …
Gitlab deep dive and 2025 outlook post earnings $GTLB
Snapshot GitLab is a publicly traded software company offering an end-to-end DevSecOps platform that supports version control, continuous integration/continuous deployment (CI/CD), security, compliance, and software project planning. It serves a broad range of customers — from small projects to large enterprises — using a freemium model: open-source core features, paid tiers for advanced enterprise functionality. …
Crowd Strike deep dive and earnings review $CRWD
Company overview CrowdStrike provides cybersecurity solutions, focused largely around its cloud-native “Falcon” platform for endpoint protection, threat detection and response, identity and cloud security, and related services. The company sells its services on a subscription / recurring-revenue basis. It targets enterprises and organizations needing robust defense across devices, cloud infrastructure, and identity surfaces. CrowdStrike is…
Nutanix earnings review and stock deep dive $NTNX
1. Company overview – Nutanix at a glance Nutanix, Inc. is a hybrid multicloud and enterprise virtualization software company that started in hyperconverged infrastructure (HCI) and now sells a full cloud platform spanning compute, storage, networking, virtualization, Kubernetes, databases, and desktop-as-a-service. Founded in 2009 and public since 2016, it generated roughly $2.54 billion in revenue…
Zscaler earnings review and 2025 outlook $ZS
1. Overview – Cloud-native zero-trust security at scale Zscaler (NASDAQ: ZS) is a cloud security company that delivers secure internet and private app access through a multi-tenant, cloud-native platform built around zero trust principles. It sits at the heart of the fast-growing Secure Access Service Edge (SASE) and Security Service Edge (SSE) markets, replacing legacy…
Zoom communications deep dive and 2026 outlook $ZM
Zoom is not just “that pandemic stock” anymore; it’s a $4½–4.8 billion-revenue, $23–24 billion-market-cap collaboration platform trying to grow up in a world dominated by Microsoft and Google. The company, founded in 2011 and headquartered in San Jose, sells a suite of unified communications tools built around Zoom Meetings, Zoom Phone, Zoom Rooms, Zoom Contact…
Elastic deep dive and outlook $ESTC
1. Company Overview Elastic N.V. is a software-company best known for its flagship product, Elasticsearch, which allows users to ingest, store, search and analyze massive amounts of structured and unstructured data. It offers a broader stack — including Kibana for visualization, Beats and Logstash for data shippers and the “Elastic Stack” more generally. The company calls…
Walmart earnings review and 2025 outlook $WMT
1. Company overview Walmart Inc. is a global retailing giant, a “people-led, tech-powered omnichannel retailer” dedicated to helping customers “save money and live better.” It operates thousands of stores (over 10,750 globally) and a large online business across ~19 countries. With fiscal year 2025 revenue of approximately US$681 billion, it is one of the largest companies by revenue…
Palo Alto Networks earnings review and 2025 outlook $PANW
1. Company Overview Palo Alto Networks is a leading global cybersecurity company headquartered in Santa Clara, California. It offers an integrated suite of security products spanning network firewalls, cloud security, endpoint protection, identity and access management, and threat intelligence. Its mission centers on empowering organisations to adopt “cyber-transformation” by simplifying and strengthening security in the…
Target earnings review and deep dive 2025 outlook $TGT
Company Overview Target Corporation is a large U.S. discount retailer operating general-merchandise stores that sell everything from apparel and home goods to electronics and groceries. The company differentiates itself by targeting a more trend-aware, slightly higher-income shopper compared to ultra-value competitors, with an emphasis on “expect more, pay less”. Headquartered in Minneapolis, Minnesota, Target operates nearly…
