Hyperscalers Premium: Cloud Week Q2 2025 The hyperscaler clouds are accelerating revenue and capex. NVDA AMZN MSFT GOOG ORCL META CRWD SNOW Databricks PANW NET Netskope DDOG GTLB AI/ML Edge Networks DevOps Tooling CRWV NBIS
Earnings Premium: On the radar A look at Axon's Q2 and growing drone ambitions. Operational Tooling AXON
Earnings Premium: Edge Inflection A look at Cloudflare's Q225 results and their shift into becoming an AI content layer. Edge Networks AI/ML DevOps Tooling Next-gen Security NET Netskope ZS PANW CYBR RDDT Databricks SNOW
Operational Tooling Premium: One last look at Figma A walk through their GTM motions, major structural change in pricing, and growth vectors from here. DevOps Tooling FIG ADBE Miro MNDY TEAM GTLB MSFT GOOG
Operational Tooling Premium: The Figma platform A walk through their new products and where it is all leading. DevOps Tooling FIG MNDY MSFT GOOG TEAM ADBE GTLB Miro
Operational Tooling Premium: Understanding Figma A look at Figma's potential before its pending IPO. DevOps Tooling FIG ADBE MNDY
Earnings Premium: Looking through an orange haze Cloudflare's areas to watch and potential growth vectors from here. Next-gen Security AI/ML Edge Networks NET Databricks SNOW DDOG RBRK CRWD PANW ZS OKTA FSLY GOOG MSFT CYBR Netskope
Earnings Premium: Cloudflare today A look through Q4, IR Day, and Q1 from the financial perspective. AI/ML Edge Networks Next-gen Security NET
Next-gen Security Vaulting to success A deep dive into CyberArk (Oct-24). CYBR OKTA CRWD S ZS NET PANW MSFT SAIL
Next-gen Security Premium: Cloudflare's GTM revamps Catching up on Cloudflare's big GTM & Workers/AI shifts over the past year. AI/ML Edge Networks NET CFLT Databricks SNOW AMZN MSFT GOOG
Next-gen Security Identity moves A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup (from Oct-24). CYBR OKTA MSFT CRWD ZS PANW S GOOG RBRK SAIL
Earnings Premium: Rubrik shifts again A look at Rubrik's Q126 and a few other big shifts in their platform. Next-gen Security RBRK OKTA CYBR MSFT GOOG CRWD ZS PANW S SAIL ORCL AMZN
Earnings Premium: Samsara seeing impacts A look at Samsara's Q1 and the market's overreaction. Operational Tooling IOT
