Notes - SNOW New CEO & Strategy Review
Summary
* Frank Slootman's leadership has long been viewed as critical
Convequity
Notes - Okta 4Q24
Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors
Summary
* Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap
Updates: Monday 4Q23 - Continued Great Execution
Summary
* MNDY continues with excellent execution at the top and bottom lines.
Notes - Dropbox 4Q23
Themes: SD-WAN & SASE Industry Review 2024 (Pt.3)
Summary
* In Part 3 (the final part) we share our thoughts on
Notes - Tenable 4Q24
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3)
Summary
* The report introduces the Terminal Opex & Capex Framework for estimating
Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)
Summary
* As we discussed in Part 1, the landscape will evolve to
Notes - Lam Research 2Q24
Convequity MSU: Meta Platforms - Jan 2023
Summary
* After META's surge over the past 1 year, the
Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)
Summary
* SASE is not a universal solution for all networking and security