![Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)](/content/images/size/w960/2024/03/SNOW-Update-Pt-1_March-2024.webp)
quarterly update
![Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)](/content/images/size/w960/2024/03/SNOW-Update-Pt-1_March-2024.webp)
![Notes - SNOW New CEO & Strategy Review](/content/images/size/w960/2024/03/SNOW-Notes-report.webp)
Notes - SNOW New CEO & Strategy Review
Summary
* Frank Slootman's leadership has long been viewed as critical
![Updates: FTNT 3Q23 - Is The Panic Justified?](/content/images/size/w960/2023/11/FTNT-Update_SASE-image.png)
Updates: FTNT 3Q23 - Is The Panic Justified?
Summary
* The slowdown continues but FTNT still outperforms industry peers. We don&
![Updates: GTLB 2Q24 - Strong Product Fundamentals & Market Opportunity But Priced In](/content/images/size/w960/2023/09/GitLab-update-report-image_Sep-2023.jpg)
Updates: GTLB 2Q24 - Strong Product Fundamentals & Market Opportunity But Priced In
Summary
* GTLB's slower growth decay compared to others is attributed
![Updates: S 2Q24 - Rebound & M&A Thesis](/content/images/size/w960/2023/09/S-Update-1Q24.webp)
Updates: S 2Q24 - Rebound & M&A Thesis
Summary
* With the prior accounting issue resolved, a stabilizing IT budget environment,
![Updates: CRWD - Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day](/content/images/size/w960/2023/09/CRWD-Update.webp)
Updates: CRWD - Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
Summary
* It's clear that CRWD's core EDR business
![Updates: PANW 4Q23 (Audio)](/content/images/size/w960/2023/08/PANW-4Q23-Update-image-for-Ghost.webp)
Updates: PANW 4Q23 (Audio)
Summary
* Not a great quarter, but not a bad one neither. PANW
![Updates: PLTR 2Q23 - The LLM Enabler For Enterprises (Pt.1)](/content/images/2023/08/Image-for-PLTR-Update-report_August-2023.webp)
Updates: PLTR 2Q23 - The LLM Enabler For Enterprises (Pt.1)
Summary
* There are a number of indicators that collectively suggest PLTR could
![Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story](/content/images/2023/08/FTNT-Update_August-2023.webp)
Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
![Updates: SentinelOne 1Q24 Execution Issues & Fundamentals Review](/content/images/size/w960/2023/06/S-Update-1Q24.webp)
Updates: SentinelOne 1Q24 Execution Issues & Fundamentals Review
Summary
* S posted an unexpected poor 1Q24 result, with growth decelerated further
![Okta Deep Dive Refresh (Pt.3) & 1Q24 Update](/content/images/size/w960/2023/06/Okta-1Q24-Update.webp)
Okta Deep Dive Refresh (Pt.3) & 1Q24 Update
Click the link to access the Google sheet supporting this report'