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NET

+43 pts



$NET Rapid Pivot to Selling in Rougher Macro Conditions Delivers

By realjoe on Aug. 5, 2022, 12:38 p.m.
Tagged topics: earnings results

Views: 71, Votes: 7, Responses: 0, Attachments: 1
NET

+32 pts



$NET Expecting some macro pressure

By labjordan on July 25, 2022, 3:47 p.m.
Tagged topics: earnings preview , analyst lowers target

Views: 13, Votes: 3, Responses: 0, Attachments: 1
CRWD , INTU , MSFT , PANW , CRM , NOW , ZI , INST , VEEV , TEAM , DDOG , HUBS , MDB , SNOW , TWLO , NET , CFLT , HCP , SHOP

+46 pts



Software Gut Check – Entering Confession Season

By mooreideas on July 21, 2022, 3:18 p.m.
Tagged topics: analyst checks

Views: 60, Votes: 5, Responses: 1, Attachments: 1
NET

+36 pts



Cloudflare: Insiders Are Still Checking Out

By beat_the_street on June 19, 2022, 9:40 a.m.
Tagged topics: insider

Views: 25, Votes: 6, Responses: 0, Attachments: 0
FSLY , AKAM , NET

+35 pts



Cloud Automation Software: Streaming Pulls a "Kenobi" and Forces Downloads Higher

By junkfoodlover on June 15, 2022, 1:45 p.m.
Tagged topics: analyst checks

Views: 19, Votes: 3, Responses: 0, Attachments: 1
CHKP , ESTC , MSFT , S , PANW , VRNS , NET

+42 pts



Macro Concerns Beginning to Surface in Cyber

By labjordan on June 13, 2022, 1:24 p.m.
Tagged topics: macro pressures

Views: 32, Votes: 6, Responses: 1, Attachments: 1
MSFT , CRWD , SNOW , NET , DDOG , WDAY , S , SMAR , CHKP , VRNS , ESTC , TEAM , ASAN , SUMO , ZUO

+34 pts



OKTA: We use them at work and I actually enjoy using their product. Identity Access Management (especially important in COVID remote work) and I like...

By wineced142@azteen.com on May 24, 2022, 7:10 p.m.
Tagged topics: analyst lowers estimates

Views: 28, Votes: 8, Responses: 0, Attachments: 0
TEAM , SNOW , DDOG , SUMO , ESTC , NET , SMAR , ASAN , VRNS , CRWD , S , WDAY , ZUO , MSFT , CHKP

+41 pts



Software — Lowering Ests./PTs Across the Board — Beware Macro Storm

By labjordan on May 24, 2022, 12:56 p.m.
Tagged topics: analyst lowers estimates

Views: 37, Votes: 5, Responses: 1, Attachments: 1
NET

+39 pts



Cloudflare The Path To Victory At The Edge (or: Investor Day Takeaways)

By Thomasidea on May 15, 2022, 12:37 a.m.
Tagged topics: technology

Views: 29, Votes: 4, Responses: 0, Attachments: 1
NET

+32 pts



$NET Key thoughts from investor day as Workers and Security shines

By CdnInvstr on May 13, 2022, 1:01 p.m.
Tagged topics: investor day

Views: 20, Votes: 1, Responses: 0, Attachments: 1
NET

+34 pts



$NET Innovation Driving an Expanding Platform

By labjordan on May 13, 2022, 12:08 p.m.
Tagged topics: investor day

Views: 110, Votes: 3, Responses: 0, Attachments: 1
NET

+38 pts



$NET 1Q22 Results – Proving Out a Durable Growth Profile, But the Multiple May Prove Less So

By realmomobags on May 6, 2022, 3:11 a.m.
Tagged topics: earnings results , cloud , SaaS

Views: 34, Votes: 4, Responses: 0, Attachments: 1
NET

+39 pts



Analysts checks suggest upside to $NET Q1 results

By realjoe on May 2, 2022, 12:51 p.m.
Tagged topics: earnings preview

Views: 126, Votes: 5, Responses: 0, Attachments: 1
AAPL , AMZN , FB , GOOGL , NFLX , SNAP , DIS , PINS , BYND , NET , FIVN , FSLY , TWLO , ULTA , AKAM , OLPX , EL , BAND , ELF , LVOX

+16 pts



wow, Elon Musk's favorite is the least popular social media platform among teens. And it comes with a much higher valuation than Facebook. Would't be...

By wallstreetfront on April 6, 2022, 2:21 p.m.
Tagged topics: analyst checks , deep dive , teens

Views: 22, Votes: 5, Responses: 0, Attachments: 0
AMZN , GOOGL , FB , SNAP , PINS , AAPL , DIS , NFLX , BYND , FIVN , LVOX , NET , AKAM , FSLY , BAND , TWLO , ELF , OLPX , ULTA , EL

+49 pts



Data indicates US teens now prefer TikTok over Snap, gaming less, losing interest in plant-based meat, but remain very loyal to iPhones

By puckerman17 on April 6, 2022, 1:27 p.m.
Tagged topics: analyst checks , deep dive , teens

Views: 215, Votes: 6, Responses: 1, Attachments: 6
CRWD , DDOG , FROG , NET , QLYS , RPD , S , TENB , ZS

+39 pts



Snyk Private Company: Leading the Charge in "Shift-Left" Security

By labjordan on March 22, 2022, 10:18 a.m.
Tagged topics: deep dive , security software

Views: 25, Votes: 4, Responses: 0, Attachments: 1
CRWD , CYBR , KNBE , OKTA , S , VRNS , NET , ZS

+38 pts



Historic cyber bill becomes law, set to drive security spend

By labjordan on March 22, 2022, 10:11 a.m.
Tagged topics: security spending

Views: 169, Votes: 3, Responses: 0, Attachments: 1
NET , DDOG , SNOW , TEAM , S , TWOU , UPLD , SUMO , LZ , DBX , MSFT , ADBE , CRM , INTU , WDAY , SMAR , PWSC , CHGG , VMEO , SMWB , WIX , PANW , SAIL , SPLK , PCOR , PLAN

+43 pts



How low can software valuations go?

By puckerman17 on March 7, 2022, 1:26 p.m.
Tagged topics: valuations

Views: 79, Votes: 4, Responses: 0, Attachments: 1
NET

+35 pts



$NET - Acquisition of Area 1 Security to Go Deeper into Email Security

By bbern3 on Feb. 24, 2022, 3:54 p.m.
Tagged topics: mergers and acquisitions

Views: 31, Votes: 2, Responses: 0, Attachments: 1
NET

+36 pts



Cloudflare Inc | North America Cloudflare North America 4Q21 Results: The Machine Is Humming

By tvalerttelegram on Feb. 11, 2022, 12:07 p.m.
Tagged topics: Morgan Stanley

Views: 34, Votes: 4, Responses: 0, Attachments: 1