Gitlab deep dive and 2025 outlook post earnings $GTLB

Snapshot GitLab is a publicly traded software company offering an end-to-end DevSecOps platform that supports version control, continuous integration/continuous deployment (CI/CD), security, compliance, and software project planning.   It serves a broad range of customers — from small projects to large enterprises — using a freemium model: open-source core features, paid tiers for advanced enterprise functionality.  …

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Crowd Strike deep dive and earnings review $CRWD

Company overview CrowdStrike provides cybersecurity solutions, focused largely around its cloud-native “Falcon” platform for endpoint protection, threat detection and response, identity and cloud security, and related services. The company sells its services on a subscription / recurring-revenue basis. It targets enterprises and organizations needing robust defense across devices, cloud infrastructure, and identity surfaces. CrowdStrike is…

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Nutanix earnings review and stock deep dive $NTNX

1. Company overview – Nutanix at a glance Nutanix, Inc. is a hybrid multicloud and enterprise virtualization software company that started in hyperconverged infrastructure (HCI) and now sells a full cloud platform spanning compute, storage, networking, virtualization, Kubernetes, databases, and desktop-as-a-service. Founded in 2009 and public since 2016, it generated roughly $2.54 billion in revenue…

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Zscaler earnings review and 2025 outlook $ZS

1. Overview – Cloud-native zero-trust security at scale Zscaler (NASDAQ: ZS) is a cloud security company that delivers secure internet and private app access through a multi-tenant, cloud-native platform built around zero trust principles. It sits at the heart of the fast-growing Secure Access Service Edge (SASE) and Security Service Edge (SSE) markets, replacing legacy…

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