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Kristal Lens by Kristal.AI

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Issues252Foundeda year agoLast Issue4 days ago
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Latest Issues

Zscaler Q4 FY26: A Bigger Circulatory System

TL; DR

  • The growth transition is finally becoming visible: organic net-new ARR grew 17%, non-seat products exceeded 100% ARR growth, Zero Trust Everywhere reached 950+ enterprises, and Z-Flex TCV surged above $770 million.

  • The t...

4 days ago
1

Snowflake Q2FY27 Earnings: The Interface Becomes the Engine

TL; DR

  • The prediction arrived: product-revenue growth accelerated from 29% to 37%, and management says AI contributed roughly half of that seven-point improvement.

  • CoCo is becoming more than an interface: by shortening migratio...

5 days ago
1

Broadcom Q3’FY26 Earnings: The Customer Is the Integrator

TL; DR

  • The scale is no longer in doubt: Broadcom now sees AI semiconductor revenue rising from roughly $58 billion this year to $115 billion in FY27 and $230 billion in FY28, driven by six XPU customers and extraordinary deployment...
5 days ago
1

Credo Q1 FY2027: The Cost of Owning the Link

TL; DR

  • The strategic thesis strengthened: Credo is moving beyond selling individual interconnect components toward understanding the health of the entire link, with PILOT turning diagnostics and failure prediction into a potentially...
6 days ago

Credo Q1 FY2027: The Cost of Owning the Link

TL; DR

  • The strategic thesis strengthened: Credo is moving beyond selling individual interconnect components toward understanding the health of the entire link, with PILOT turning diagnostics and failure prediction into a potentially...
6 days ago
1

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