Today in premium, a look at Rubrik’s $RBRK platform evolution, partners, and S-1 financials. This data security platform should IPO soon.

Of interest to $MSFT $PANW $CRWD $ZS and other next gen security platforms.

Gartner just dropped its 2024 Magic Quadrant for SSE.

Netskope remains top leader. Palo Alto $PANW rose to now be on par with Zscaler $ZS. Cloudflare $NET rose as it matured quickly.

2023 to 2024:

Today in premium: a look at $CRWD CrowdStrike’s Q4 and moves of late, including acquisitions and new modules, and $NVDA partnership.

More coming on $PANW $S and $ZS earnings too.

Snowflake just so happened to release this during Google Cloud Next, right after Gemini for BigQuery went to public preview. $SNOW $GOOG

This is my semi-annual homage to Quartr for listening to earnings calls - which continues to get better and better.

My fav feature of late - correcting crappy transcripts on other sites by searching Quartr's transcript for the passage and listening to just that section.

Hey CrowdStrike and George Kurtz,

CrowdStrike has had an IR briefing in early April over the last 3 years, where mgmt usually breaks down customer KPIs and ARR contribs.

No sign of it this year (typically announced in late March).

We gonna do this?

GOOOOOOOOOOOOOOOAL

Zscaler $ZS acquires Airgap for agentless IoT/OT zero trust connectivity

ir.zscaler.com/news-releases/…

The total eclipse view on Monday from the group next to me.

Anyone know a higher up at TI and can connect em to Figure Robotics?

That was the best eclipse I have ever seen.

Will be in Austin TX this weekend for first time ever. What should I see or do?

KPIs? We don’t need no stinkin’ KPIs!

Ta hell with yer ARPUs and MAUs! Those only get in the way of our long term strategy.