We believe Cloudflare is poised for success in both the security and edge computing spaces. As a security-focused content delivery network (CDN), Cloudflare stands to benefit from increased ...
Unlike other cybersecurity companies that Fortinet competes with, the firm is GAAP profitable and has reported positive free cash flow/equity margins over the last decade. We still expect the firm to ...
Q2 2025 Management View Alan Lowe, President and CEO, announced his retirement, effective February 7, 2025, with Michael Hurlston succeeding him. Lowe expressed confidence in Hurlston's ability to ...
NetSuite said it has moved its suite with all its data into an AI-driven self-maintaining database, part of parent company Oracle's cloud infrastructure.