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Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.2) — Palantir, Datadog & Cloudflare

Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.2) — Palantir, Datadog & Cloudflare

Part 1 mapped agentic disruption across SaaS with provisional scores. Part 2 deep-dives PLTR, DDOG, and NET: who owns the agent layer, who is durable plumbing agents pay for, and who is more exposed — so investors can see structural winners more clearly.

46 min read 15 Aug 2026

Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.2)

Palo Alto Networks

22 min read 16 Dec 2025

Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.2)

Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3)

44 min read 04 Feb 2024

Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3)

Summary * The report introduces the Terminal Opex & Capex Framework for estimating a software company's terminal opex and capex - part of the overarching Terminal FCF margin Framework. * The framework takes into account market factors such as market type, revenue model, market concentration, and software criticality, as well as