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PYPL
Salesforce & SentinelOne Earnings Reviews + PayPal & SoFi CFO Interviews
Table of Contents * 1. Salesforce (CRM) – Earnings Review * a. Salesforce 101 * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.
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ZS
Zscaler Earnings Review
Table of Contents * a. Zscaler 101 * b. Demand * c. Profits & Margins * d. Guidance & Valuation * e. Call & Release * GenAI Opportunity – Securing AI Apps:
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ADBE
News of the Week (November 25 - 29, 2024)
I hope you’re all having a great holiday and weekend. In case you missed it, I posted a CrowdStrike earnings review earlier in the
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CRWD
CrowdStrike Earnings Review with WorkDay & Dell Earnings Snapshots
Table of Contents * 1. Dell & Workday — Brief Earnings Snapshots * a. Dell * Results: * Balance Sheet: * Guidance & Valuation: * b. Workday * Results: * Balance Sheet: * Guidance &
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