Okta Deep Dive Refresh (Pt.3) & 1Q24 Update
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1Q24 Update
Positives from the 1Q24 ER are the beats on revenue, non-GAAP EBIT, and EPS guidance. Additionally, management raised FY24 revenue guidance by $18m, equating to a growth increase of 100 bps. However, investors
Snowflake: Apple Of MDS (Part 3) & 1Q24 Update
Updates: PANW 3Q23
Investor Guide To SASE (Pt.3)
Themes: Open-Core And Long-Term Alpha (Pt.1)
Summary
* In this first part of the report, we'll explore the history of open-source, the birth of the open-core model, and the benefits and challenges it presents.
* We'll also discuss the ways in which it has disrupted traditional software development paradigms.
* For the next
