Earnings

7 posts
Earnings: February 2022 Recap public

Earnings: February 2022 Recap

Recapping a busy month of annual earnings announcements and their impact on the cybersecurity ecosystem.
Earnings 14 min read
CrowdStrike and the Bundling of Cybersecurity public

CrowdStrike and the Bundling of Cybersecurity

CrowdStrike is bundling the cybersecurity ecosystem in a way that's never been done before. This article examines their strategy, its impact on the industry, and their future growth potential.
Earnings 14 min read
Okta and Auth0: Results, Challenges, and Opportunities public

Okta and Auth0: Results, Challenges, and Opportunities

A look inside the story of Okta and Auth0 shortly after the acquisition closed. Thoughts on how Okta can capitalize on the excitement and opportunity of an industry-changing acquisition and overcome the chaos, confusion, and risk that comes with it.
Earnings 13 min read
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