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By Convequity in SNOW — Mar 20, 2024

Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.1)

Snowflake, data, and GenAI

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Recap: Fortinet - SASE, SASO, & Beyond

Updates: SNOW 4Q24 - Leadership Change, Competition, GTM, AI Talent War (Pt.2)

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Disclaimer: We have a long position in the stock of the company mentioned in this report. This excludes the article tagged as "neutral" or "short" We may profit from an increase in the stock price. We have not received compensation from the company or its affiliates for this report. Our opinions and findings are our own, and we may update our analysis as new information becomes available.