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Earnings

Premium: Samsara seeing impacts

A look at Samsara's Q1 and the market's overreaction.

Operational Tooling IOT
  • muji

    muji

    Technologist, software developer, and investor.

    More posts by muji.

    muji

muji

9 Jun 2025 • 9 min read

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Earnings

Premium: Rubrik shifts again

A look at Rubrik's Q126 and a few other big shifts in their platform.

Next-gen Security RBRK OKTA CYBR MSFT GOOG CRWD ZS PANW S SAIL ORCL AMZN
  • muji
    muji
muji 13 Jun 2025 • 15 min read
Earnings

Rubrik Q424

A strong finish to their first year on the public market (from Mar-25).

Next-gen Security RBRK
  • muji
    muji
muji 4 Jun 2025 • 13 min read
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