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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Carvana earnings review and deep dive 2025 $CVNA

Carvana Co. is a U.S.-based e-commerce platform that enables customers to buy and sell used cars online, and offers vehicle delivery and pick-up services. The company was founded in 2012 and is headquartered in Tempe, Arizona. It reported substantial revenue growth in recent years driven by rising used-car demand and its verticalised business model. Carvana…

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Mobileye earnings review and 2025 outlook $MBLY

Mobileye Global Inc. is an Israel-headquartered company (though U.S.-domiciled) focused on advanced driver assistance systems (ADAS) and autonomous driving technologies using computer vision, AI, sensors and mapping. It was founded in 1999 and is based in Jerusalem. The company’s 2024 revenues (exact figure not publicly isolated) are understood to be in the low-billion-dollar range; a…

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QuantumScape earnings review and deep dive $QS

QuantumScape is a U.S.–based advanced battery technology company focused on developing next-generation solid-state lithium-metal batteries intended primarily for electric vehicles (EVs). The company’s mission is to deliver higher energy density, faster charging, improved safety, and lower cost compared to conventional lithium-ion battery systems. While still pre-commercial, QuantumScape has forged partnerships with major automotive OEMs and…

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Coca Cola earnings review and 2025 outlook $KO

The Coca-Cola Company is a global beverage giant headquartered in Atlanta, Georgia. It produces, markets and sells a broad portfolio of nonalcoholic ready-to-drink (NARTD) beverages, including its flagship Coca-Cola brand, whites, waters, energy and coffee drinks. The company operates in more than 200 countries through a franchise bottling system, working with over 700,000 people in…

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Dominos Pizza earrings preview and 2025 outlook $DPZ

Domino’s Pizza, Inc. is a leading global pizza delivery and carryout company, primarily franchised, with operations in over 90 markets. Its business model combines royalties, supply chain sales, and digital ordering platforms to drive both scale and margin. Domino’s emphasizes technology and logistics (e.g. centralized dough manufacturing, delivery optimization) to keep costs lean. It has…

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