Zscaler faces execution risks as FY2027 guidance points to slowing revenue/ARR growth despite cybersecurity tailwinds. Click ...

Shares of Palo Alto Networks Inc PANW tanked in early trading on Wednesday, after the company reported its fiscal ...

Zscaler posted a tenth consecutive earnings beat and sent shares surging, but the real question buried inside the report is ...

IREN signed enough AI cloud contracts to dwarf its reported revenue, yet shares collapsed after earnings. The reason why ...

Zscaler (ZS) released its fourth-quarter fiscal 2027 earnings report post-market on Thursday, which featured a 25% year-over-year increase to annual recurring revenue. "We delivered a strong fourth ...

IREN's entire $4B 2026 ARR target is now contracted, with demand risk shifting to execution and delivery of Horizon 2–4 ...

IREN Limited (NASDAQ:IREN) told investors on August 27 that its 2026 AI capacity is largely sold out and carries about $4 ...

The AI era has completely broken enterprise buying patterns, and startups haven't yet figured out how to navigate.

This article examines how recent events may relate to prediction market pricing. It reflects interpretive analysis of ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Startups and other tech companies love to boast about "annual recurring revenue." AI could make this ...

Fingerprint has surpassed $50 million in annual recurring revenue as enterprise demand grows for device intelligence that can ...