CrowdStrike Holdings (NASDAQ:CRWD) reports earnings on March 5
While Qualys, a Gold Performer this quarter, is in the business of scanning networks for vulnerability to hacks, DataDog, Inc., Class A (NASDAQ:DDOG) monitors servers, switching and routing equipment, databases and cloud applications for its customers. Reported earnings in February were in-line with estimates at $0.44/share, 25% YoY (Year over Year, current quarter). Shares fell on guidance for the upcoming twelve months, however.
The Street breathlessly waits for the Nvidia’s (NASDAQ:NVDA) earnings report on February 21 for indications about AI; it has become the flagship stock. Frankly, at some point they won’t have enough inventory to meet demand or build fast enough. NEA published about Nvidia - Chips Ride the Leaderboard, Part 1, in April 2017. $10k invested then is worth more than $290,000 now.
SentinelOne, Inc. (NASDAQ:S) reports earnings on March 13
ZScaler (NASDAQ:ZS) reports earnings on February 29