Nikhs
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 200 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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nikhs.substack.comLatest Issues
Credo 4QFY26 Earnings: The Proof Moved to Light
TL;DR:
· Q4 strengthened the company but made the stock less forgiving: Credo proved it is more than an AI cable supplier, with FY26 revenue more than tripling, Q4 revenue up 157%, gross margin at 68.3%, and FY27 revenue guided above 80...
Zscaler 3QFY26: Upstream of the Wire
TL;DR:
· Zscaler’s Q3 did not break the business, but it broke the re-rating case: revenue and ARR still grew 25%, margins hit a record, and platform metrics like Z-Flex, Zero Trust Everywhere, AI Protect, and non-seat usage continued s...
Oracle's 4QFY26 Earnings: The Price of the Moat
TL;DR
· Q4 validated Oracle’s AI “bridge,” but not for free: customer-funded / customer-supplied GPU contracts are now real enough to support the $638B RPO story, but Oracle still needs heavy financing, including more debt and equity is...
Palo Alto 3QFY26 Earnings: The Firewall Comes Back as a Sensor
TL;DR
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AI is turning cybersecurity into a runtime-control problem, not just a perimeter problem.
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Palo Alto’s quarter strengthened the control-plane thesis, especially across XSIAM, AIRS, identity, observability and firewalls....
Snowflake 1Q27 Earnings: Second Interface Collapse
TL;DR
· Snowflake’s Q1 FY2027 shifted the AI debate from “disintermediation risk” to “consumption accelerator,” with product revenue up 34%, NRR at 126%, and guidance raised by more than the quarterly beat.
· CoCo is the key architectu...
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