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$DDOG @datadoghq Q4 2024 Earnings Highlights: Financial Performance: - Revenue: $738M, up 25% YoY - Non-GAAP Operating Income: $179M (24% margin) - Free Cash Flow: $241M (33% margin) Customer Growth: - Total Customers: ~30,000 (up from 27,300 YoY

$PANW @PaloAltoNtwks Q2 FY2025 Earnings Call Summary Key Financials : - Revenue: $2.26B, up 14% YoY ($2.5B est.) - Non-GAAP EPS: $0.81 (just shy of $0.85 est.) - Next-Gen Security ARR: $4.78B, up 37% YoY - RPO: $13.0B, +21% YoY Deal Highlights :

Big earnings ahead for $CRWD!QuoteIvanaSPEAR@IvanaSpear·Nov 26Cybersecurity thoughts ahead of earnings + On-Demand Webinar Expectations are relatively low going into this earnings season post $PANW report, but each co has a different set-up:

Palo Alto Networks recently became the first $100B cybersecurity company. What is next now? @colegrolmus of Strategy of Security and I are excited to be hosting a webinar next week right after Palo Alto releases their earnings report. This is their