Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.2)
Summary
* In Part 2 we dive into SNOW's products, both
Equity Research
Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)
Recap: Fortinet - SASE, SASO, & Beyond
Summary
* This report will be published as a free article on external
Special Episode - Digital Ocean - Dubious Prospects
We have tons of research and unique insights on DOCN. However, we
Special Episode - CRWD - Tactical Opportunities
Updates - Okta 3Q23
Summary
* Okta is back on track, executing well amid a toughening macro
Snowflake - The Apple Of MDS -Part 1
Summary
* SNOW is positioned very well at the centre of OLAP (Online
Cloud Security Series #2: Pre-IPO, Lacework
Summary
* Lacework has an interesting backstory culminating in an All-Star leadership team
Cloud Security Series #4: Pre-IPO, Wiz
Summary
* This Wiz report continues the series of cloud security analysis whereby
Updates - Palo Alto Networks 1Q23
Summary
* Despite marginal signs of macro headwinds, PANW remains resilient, delivering a
Updates - Jamf 3Q22
Summary
* Apple's rise in the enterprise will continue to be
Updates - Palantir 3Q22
Summary
* In 3Q22, there's a continued slowdown in revenue recognition