reports
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
PLTK AIRBNB INC. CLASS A
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
FHTX DAY ONE BIOPHARMACEUTICALS INC
STX FOGHORN THERAPEUTICS
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
S GLOBALFOUNDRIES INC
RGTI SENTINELONE INC
DDI RIGETTI COMPUTING INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
CART EMBRACER GROUP AB
RBRK MAPLEBEAR INC.
ORKA RUBRIK INC
ORUKA THERAPEUTICS INC
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cybersecurity Channel Partner Feedback for December Quarter
CRWD: Crowdstrike came in 5-9% above plan as many sales reps mentioned that they’re at 100% of their quota but still faced increased pressure from upper management to continue exceeding quotas well-beyond what was initially set. There seems to be more pressure on reps to continue overperforming bey
Check Point Software to Announce 2025 Fourth Quarter and Full Year Fin...
Check Point Software to Announce 2025 Fourth Quarter and Full Year Financial Results on February 12, 2026 TEL AVIV, Israel, Jan. 05, 2026 (GLOBE NEWSWIRE) -- . (NASDAQ: CHKP), a leading provider of cyber security solutions globally, today announced that it will release its financial results for the fourth quarter and full year ended December 31, 2025, on Thursday, February 12, 2026, before the U.S. financial markets open. Management will host a video conference call with the investment community at 8:30 AM EST/5:30 AM PST on February 12, 2026. A live video webcast of the call will be host...
Fortinet to Announce Fourth Quarter and Full Year 2025 Financial Resul...
Fortinet to Announce Fourth Quarter and Full Year 2025 Financial Results SUNNYVALE, Calif., Jan. 05, 2026 (GLOBE NEWSWIRE) -- News Summary ® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, announced that it will hold a conference call to discuss its fourth quarter and full year 2025 financial results on Thursday, February 5, at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time). Fortinet's financial results conference call will be broadcast live in listen-only mode on the company’s investor relations website at . While not required, it i...
Palo Alto Networks Inc: 2 directors
Two Directors at Palo Alto Networks Inc sold 11,218 shares at between 188.071USD and 188.182USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q25
We publish today our comprehensive quarterly bible: 242 pages of detailed analysis on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...
Today, we are publishing the Enterprise IT section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...
Fortinet and Arista Networks Announce Joint Secure AI Data Center Solu...
Fortinet and Arista Networks Announce Joint Secure AI Data Center Solution Joint solution combines security and low-latency networking to provide a secure AI data center blueprint SUNNYVALE, Calif., Dec. 17, 2025 (GLOBE NEWSWIRE) -- Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced a Secure AI Data Center solution, built in close collaboration with leading technology partner Arista Networks, deployed at Monolithic Power Systems (MPS). This solution unites best-of-breed networking and security to deliver a valida...
Fortinet Delivers Isolated Infrastructure Acceleration for the AI Fact...
Fortinet Delivers Isolated Infrastructure Acceleration for the AI Factory with NVIDIA Collaboration integrates firewalling, segmentation, and policy enforcement directly into NVIDIA BlueField-accelerated infrastructure for higher performance, stronger isolation, and simpler operations SUNNYVALE, Calif. and SANTA CLARA, Calif., Dec. 16, 2025 (GLOBE NEWSWIRE) -- Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced an integrated solution featuring FortiGate VM, Fortinet’s virtual cloud firewall, running directly on ...
Check Point Software Unveils Quantum Firewall Software R82.10 to Secur...
Check Point Software Unveils Quantum Firewall Software R82.10 to Secure the AI-Driven Enterprise New software release introduces more than 20 capabilities that secure AI transformation, enforce Zero Trust and unify hybrid mesh network protection REDWOOD CITY, Calif., Dec. 04, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced its new Check Point Quantum Firewall Software, R82.10, introducing 20 new capabilities designed to help enterprises safely adopt AI, protect distributed environments and simplify Zero Trust across hybr...
Check Point Software Announces Pricing of Upsized Private Offering of ...
Check Point Software Announces Pricing of Upsized Private Offering of $1.75 Billion of 0.00% Convertible Senior Notes due 2030 TEL AVIV, Israel, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (Nasdaq: CHKP), a pioneer and global leader of cyber security solutions, today announced the pricing of $1.75 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030 (the “Notes”) in a private offering (the “Offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The aggrega...
Check Point Software Technologies Named a Leader in Gartner Magic Quad...
Check Point Software Technologies Named a Leader in Gartner Magic Quadrant for Email Security We Believe this Reinforces our Excellence in Email Security with AI-Powered Solutions that Combat Advanced Threats REDWOOD CITY, Calif., Dec. 03, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, announces that it has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Email Security. Excelling across key areas such as core email protection, integrated email security, and outbound security, Check Point delivers AI-powered protect...
Check Point Software Announces Proposed Private Offering of $1.5 Billi...
Check Point Software Announces Proposed Private Offering of $1.5 Billion of 0.00% Convertible Senior Notes due 2030 TEL AVIV, Israel, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced its intention to offer, subject to market conditions and other factors, $1.5 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030 (the “Notes”) in a private offering (the “Offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, a...
The AI Transformation Has Arrived. Now Comes the Hard Part: Securing I...
The AI Transformation Has Arrived. Now Comes the Hard Part: Securing It Discover how to build resilient, prevention-first AI security — from models and agents to cloud workloads and connectivity. Live on December 4 REDWOOD CITY, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Artificial intelligence is transforming the enterprise at unprecedented speed. AI now underpins critical workloads, cloud operations, identity systems, code pipelines, and everyday collaboration tools. As these systems expand across hybrid cloud and edge environments, organizations face a new challenge: how to secure AI ...
- Pierre FerraguÊ
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
U INC.
DASH UNITY SOFTWARE
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
RBLX PALANTIR TECHNOLOGIES
STX ROBLOX
YOU SEAGATE TECHNOLOGY HLDGS PLC
NUVL CLEAR SECURE INC
RUM NUVALENT INC
CART RUMBLE INC
MAPLEBEAR INC.
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Another Step Forward on the Strategic Vision of PANW; Just the Beginni...
A Closer Look at FY1Q26 (October) ResultsRevenueTotal revenue of $2.474 billion (up 16% y/y) came in above the company’s guidance range for revenue of $2.450 billion and $2.470 billion and above the Street’s $2.460 billion estimate fueled by growth in software firewalls, PAN-OS, and SD-WAN.Product
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