Reletter
Artwork for Nikhs

Nikhs

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues238Founded2 years agoLast Issue4 days ago
Active

Read this Newsletter

nikhs.substack.com
Artwork for Nikhs

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
2

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

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...
5 days ago
1

Palo Alto Networks 4QFY26: The Missing Premium

TL; DR

  • Platformization is beginning to look like a genuine capability: CyberArk and Chronosphere are benefiting from Palo Alto’s distribution, cross-selling and integration, while XSIAM and Prisma AIRS add further evidence that the...
5 days ago
1

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Nikhs.

SubscribersEngagement77Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

Authors

The writers behind this newsletter.

  • Nikhs

    Portfolio Manager

  • Frequently Asked Questions

    How can I access the email archive for Nikhs?

    You can find recent issues that have been published by Nikhs on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does Nikhs have?

    To see how many people subscribe to Nikhs, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in Nikhs?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Nikhs as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like Nikhs?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Nikhs using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Nikhs?

    Scroll up to where it says Related Newsletters to see other publications like Nikhs. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Nikhs?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.