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# ![@SergeyCYW Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1343459213004173312.png) @SergeyCYW Sergey

Several tech companies have recently reported strong quarterly earnings, showcasing growth and advancements in AI and cloud computing. Notable performers include $GOOGL with a record $XXXXX billion revenue, $MSFT with XX% year-over-year revenue growth, and $NOW with a XXXX% year-over-year revenue increase. Additionally, $META and $MELI also reported significant revenue growth, with $META's revenue accelerating to XX% year-over-year and $MELI's revenue rising XX% year-over-year to $XXX billion.

### Engagements: XXXXX [#](/creator/twitter::1343459213004173312/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343459213004173312/c:line/m:interactions.svg)

- X Week XXXXXX +16%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +37%
- X Year XXXXXXXXX +182%

### Mentions: XX [#](/creator/twitter::1343459213004173312/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343459213004173312/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +12%
- X Year XXXXX +95%

### Followers: XXXXX [#](/creator/twitter::1343459213004173312/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343459213004173312/c:line/m:followers.svg)

- X Week XXXXX +1.10%
- X Month XXXXX +2.30%
- X Months XXXXX +84%
- X Year XXXXX +338%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1343459213004173312/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1343459213004173312/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[cash flow](/topic/cash-flow) #193, [flow](/topic/flow) 7.02%, [strong](/topic/strong) 7.02%, [$crwd](/topic/$crwd) #16, [$gtlb](/topic/$gtlb) #10, [$zs](/topic/$zs) #13, [$iot](/topic/$iot) #7, [$snow](/topic/$snow) #27, [ai](/topic/ai) 3.51%, [$ddog](/topic/$ddog) #9

**Top accounts mentioned or mentioned by**
[@wisemancap](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@carbonfinancex](/creator/undefined) [@stayinginvested](/creator/undefined) [@crismo999](/creator/undefined) [@kobeissiletter](/creator/undefined) [@patientinvestt](/creator/undefined) [@investingvisual](/creator/undefined) [@dividendtalks](/creator/undefined) [@bhavustoks](/creator/undefined) [@deepdiveecon](/creator/undefined) [@lukacapital](/creator/undefined) [@shipaloneceo](/creator/undefined) [@petar_analyst](/creator/undefined)

**Top assets mentioned**
[Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [GitLab Inc. Class A Common Stock (GTLB)](/topic/$gtlb) [Zscaler Inc (ZS)](/topic/$zs) [Helium IOT (IOT)](/topic/$iot) [Snowflake, Inc. (SNOW)](/topic/$snow) [Datadog Inc (DDOG)](/topic/$ddog) [Palantir (PLTR)](/topic/$pltr) [MongoDB, Inc. (MDB)](/topic/$mdb) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Cloudflare, Inc. (NET)](/topic/$net) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Shopify Inc (SHOP)](/topic/$shop) [MercadoLibre Inc (MELI)](/topic/$meli) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Now Coin (NOW)](/topic/$now) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NuCypher (NU)](/topic/$nu) [RAI Finance (SOFI)](/topic/$sofi) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Applovin Corporation (APP)](/topic/$app) [Block, Inc. (XYZ)](/topic/$xyz) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Booking Holdings Inc (BKNG)](/topic/$bkng)
### Top Social Posts
Top posts by engagements in the last XX hours

"Big Data Leaders: Whos Actually Winning the 2025 AI Super-Cycle Margins and growth trends across big data and AI infrastructure continue to strengthen. $PLTR posts exceptional leverage with triple-digit Rule of XX $SNOW expands consumption and AI-driven bookings $DDOG accelerates across observability and security $MDB scales Atlas with rising profitability and hyperscalers pull forward multi-year demand tied directly to enterprise AI workloads. Revenue backlog and operating income momentum across $MSFT $GOOGL $AMZN $ORCL and $IBM point to an AI cycle moving far beyond early adoption. Yet a"  
[X Link](https://x.com/SergeyCYW/status/1998355212264997335)  2025-12-09T11:33Z 9736 followers, 3041 engagements


"Portfolio Update Nov : -XXXX% YTD: +11.4% Cumulative: +129.7% Holdings: X. $DDOG XXXX% X. $SNOW XXXX% X. $CRWD XXXX% X. $NET XXX% X. $SHOP XXX% X. $MELI XXX% X. $MDB XXX% X. $NOW XXX% X. $AXON XXX% XX. $MNDY XXX% XX. $ZS XXX% XX. $IOT XXX% XX. $APP XXX% XX. $DUOL XXX% XX. $TTD XXX% Historical performance (TWR): 2020: +110.2% (since 15.04.2020) 2021: +23.7% 2022: -XXXX% 2023: +57.3% 2024: +24.9% 👉 Subscribe to my newsletter for a monthly portfolio review. Past recaps:"  
[X Link](https://x.com/SergeyCYW/status/1995448533005086909)  2025-12-01T11:02Z 9736 followers, 3004 engagements


"Snowflake $SNOW Q3'25 Earnings Preview Consensus Estimates: Revenue $1180M (+31.1% YoY) EPS $XXXX (+20.0% YoY) If $SNOW beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +31.9% YoY Management Guidance: Q3'25 $1125 - $1130M guide (+25.2% YoY) $4395M FY guide (+26.9% YoY) raised by 1.62%"  
[X Link](https://x.com/SergeyCYW/status/1995840448846594535)  2025-12-02T13:00Z 9736 followers, 2706 engagements


"Key points from $IOT Samsara Third Quarter 2025 Earnings Call: Financial Performance: Samsara ended Q3 FY26 with $1.75B ARR (+29% YoY) and $105M net new ARR its strongest in seven quarters. Revenue grew XX% to $416M. The company reached GAAP profitability expanded non-GAAP operating margin to XX% (+9 pts YoY) delivered XX% gross margin and achieved XX% FCF margin. NRR held at XXX% and $100K+ customers accounted for XX% of total ARR. Fleet Management: Fleet remained the core growth engine powered by Video Safety Telematics and AI Multi-Cam. Wins included a top U.S. home-improvement retailer"  
[X Link](https://x.com/SergeyCYW/status/1996972599876919477)  2025-12-05T15:59Z 9736 followers, 2000 engagements


"Focusing on the Dollar-Based Net Retention Rate (DBNRR) this metric is crucial for SaaS companies as it reflects customer loyalty and product stickiness. It measures the revenue retained from existing customers over a specific period accounting for upgrades downgrades and churn. The median DBNRR among the SaaS companies I track is XXX% up from XXX% in Q1. Among the highest performers $PLTR lead with XXX% and $SNOW with XXX% followed closely by $AXON at 124%. At the median level are $DDOG $MDB $RBRK at XXX% and $NET $GTLB at 119%. Just below the median but still solid are $ZS $IOT at XXX% and"  
[X Link](https://x.com/SergeyCYW/status/1998376148074676599)  2025-12-09T12:56Z 9736 followers, XX engagements


"Block $XYZ delivers margin strength despite mixed top-line trends Gross profit rose XX% YoY to $2.67B with margins expanding XXX points to 44%. Operating income jumped XX% to $409M and net income surged XX% to $462M signaling meaningful operating leverage. Free cash flow hit $1.4Bnearly double YoYwith a robust XX% margin. EPS came in at $XXXX up 64%. Cash App remains the growth engine: gross profit up XX% margin expanding nearly XX points to 43%. Borrow originations grew XXX% YoY with solid unit economics. Squares gross profit rose X% aided by larger sellers and strong international traction"  
[X Link](https://x.com/SergeyCYW/status/1986643911478239689)  2025-11-07T03:56Z 9732 followers, 2722 engagements


"@carbonfinancex Analysts expect the Magnificent X to continue delivering strong revenue growth NTM. 💪"  
[X Link](https://x.com/SergeyCYW/status/1994795886107660378)  2025-11-29T15:49Z 9732 followers, XXX engagements


"The Price/Sales/Growth (PSG) metric is a valuable valuation tool used to evaluate software companies offering a detailed perspective that goes beyond traditional price-to-sales (P/S) ratios by incorporating the growth aspect of the business. This metric is particularly relevant in the software industry where companies often command high P/S ratios driven by expectations of rapid growth from scalable operations. The PSG ratio is instrumental in determining whether a high P/S ratio is justified based on the companys actual growth trajectory. The chart includes the most popular stocks: $CRWD"  
[X Link](https://x.com/SergeyCYW/status/1997675481752342695)  2025-12-07T14:32Z 9736 followers, 22.8K engagements


"Lets compare R&D and S&M expenses. Prioritizing R&D over S&M is advantageous especially for product-led growth companies. Investing in advanced technology and product functionality allows companies to attract and retain customers organically reducing dependence on expensive marketing campaigns. A stronger product fuels word-of-mouth referrals enhances customer loyalty lowers acquisition costs and increases lifetime value. When examining R&D and S&M expenses among SaaS companies some of the companies that spend more on R&D than on S&M include $DDOG $TEAM and $VEEV"  
[X Link](https://x.com/SergeyCYW/status/1998376166533857551)  2025-12-09T12:56Z 9736 followers, XX engagements


"Salesforce $CRM Q3'25 Earnings Preview Consensus Estimates: Revenue $10267M (+8.7% YoY) EPS $XXXX (+18.3% YoY) If $CRM beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +9.8% YoY Management Guidance: Q3'25 $XXXXX - $10.29B guide (+20.0% YoY) $XXXXX - $41.30B FY guide (+8.7% YoY)"  
[X Link](https://x.com/SergeyCYW/status/1995870688096518460)  2025-12-02T15:00Z 9732 followers, 2172 engagements


"Lets look at SaaS valuations: X. EV/Sales relative to forward growth. EV/Sales alone means nothing. A high multiple isnt expensive if growth is strong and a low multiple isnt cheap if growth is collapsing. The metric only becomes useful when paired with NTM revenue expectations. Forward growth is the real driver because it reflects future potential not trailing performance. It also allows clear comparison across peers and the broader software landscape. Across the XX SaaS software companies I track including $CRWD $PLTR $NET $SNOW $NOW $SHOP $DUOL $APP and the hyperscalers the median EV/Sales"  
[X Link](https://x.com/SergeyCYW/status/1997985022943641739)  2025-12-08T11:02Z 9732 followers, XXX engagements


"Key points from $VEEV Veeva Systems Third Quarter 2025 Earnings Call: Financial Performance: Q3 revenue reached $811M with non-GAAP operating income of $365M both above guidance. FY26 outlook raised on early deal timing and strength in R&D SMB Crossix and services. Subscription margin stable and slightly up YoY; free cash flow strong with $10B+ cash balance. Vault CRM: Over XXX live deployments (115); XX of top XX pharma standardizing X building custom Salesforce solutions. CRM now XX% of revenue vs XX% two years ago reducing concentration risk. Attach potential includes Service Center"  
[X Link](https://x.com/SergeyCYW/status/1991885083893284966)  2025-11-21T15:03Z 9736 followers, 2417 engagements


"CrowdStrike $CRWD Q3'25 Earnings Preview Consensus Estimates: Revenue $1213M (+20.1% YoY) EPS $XXXX (+23.7% YoY) If $CRWD beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +22.2% YoY Management Guidance: Q3'25 $1208 - $1218M guide (+20.1% YoY) $4750 - $4806M FY guide (+20.8% YoY)"  
[X Link](https://x.com/SergeyCYW/status/1995469958546161706)  2025-12-01T12:28Z 9736 followers, 1683 engagements


"$CRWV Is Down XX% Heres How CoreWeave Actually Prints Money CoreWeave earns by selling high-performance AI cloud infrastructure GPU capacity and managed software services to hyperscalers enterprises and AI-native builders. The model is simple in theory but brutal to execute in practice: deploy the fastest compute keep utilization high and convert scarcity into pricing power. Heres a clear look at how the company actually makes money and what Q3 showed.🧵👇"  
[X Link](https://x.com/SergeyCYW/status/1995470268387758366)  2025-12-01T12:29Z 9736 followers, 5445 engagements


"Key points from $GTLB GitLab Third Quarter 2025 Earnings Call: Financial performance: Revenue hit $244M in Q3 FY26 (+25% YoY) beating guidance. Non-GAAP operating income was $43.7M (18% margin) gross margin XX% and FCF $27.2M (11.1% margin). Cash and investments reached $1.2B with incident-related costs reducing FCF by $53M. DevSecOps Platform: AI-driven code growth boosted CI pipelines deployments and releases by 3545% YoY with strong per-seat activity for $5K+ ARR customers. Security shifted earlier in the lifecycle via new scanning features driving XXX% NRR and XX% SaaS growth. Public"  
[X Link](https://x.com/SergeyCYW/status/1996247086506135818)  2025-12-03T15:56Z 9731 followers, 1598 engagements


"Regarding non-GAAP Operating Margins the highest performers are $PLTR at XX% and $VEEV at 45%. Next with strong operating margins are $PANW $NOW above 30%. Companies still in earlier growth stages include $S with X% and $RBRK with X% operating margin"  
[X Link](https://x.com/SergeyCYW/status/1998376248490475867)  2025-12-09T12:56Z 9736 followers, XXX engagements


"For Q3 2025 the highest Free Cash Flow (FCF) margin was reported by $PANW at XX% followed by $ZS at XX% and $PLTR at 46%. Other strong performers included $CRWD $MDB $VEEV $MNDY $DDOG and $GTLB all with FCF margins above 20%"  
[X Link](https://x.com/SergeyCYW/status/1998376265024409838)  2025-12-09T12:56Z 9736 followers, XXX engagements


"Cybersecurity Is Becoming the Strongest Growth Story in Tech The global cybersecurity market is expanding into one of the largest and fastest-growing sectors in technologynow valued between $225B and $300B for 20242025. Gartner projects $212B in end-user spend by 2025 growing roughly +15% YoY signaling unrelenting enterprise demand for digital defense. Growth is being fueled by cloud adoption identity security and AI-driven protectionsectors now defining the next decade of infrastructure"  
[X Link](https://x.com/SergeyCYW/status/1979139348521247137)  2025-10-17T10:56Z 9721 followers, 35.4K engagements


"Booking Holdings $BKNG crushes Q3 expectations operating income +24% YoY margins at record highs Revenue hit $9.0B up XXXX% YoY and ahead of estimates. Operating margin expanded X points to XX% a sign of powerful operating leverage despite a softer top-line mix. Gross margin came in at XX% up slightly YoY showing strong pricing and platform efficiency. Merchant bookings surged XX% now XX% of total gross bookings while agency bookings fell 7%. AI-powered tools across Booking Agoda and KAYAK are quietly reshaping conversion and satisfaction metrics while customer service costs dropped"  
[X Link](https://x.com/SergeyCYW/status/1983490015796830567)  2025-10-29T11:04Z 9726 followers, 1827 engagements


"Arista Networks $ANET delivers record Q3 results driven by AI-fueled growth Revenue hit $2.31B up XXXX% YoY with gross margin expanding to 65%. Operating income soared XX% YoY to $986M pushing operating margin to 45%. EPS came in at $XXXX beating estimates. Profitability remains elitefree cash flow margin at XX% underscores a disciplined asset-light model that converts earnings into cash with precision. Growth momentum is anchored in the AI infrastructure buildout. Demand from cloud titans and enterprise clients is accelerating as multi-planar network architectures become essential for"  
[X Link](https://x.com/SergeyCYW/status/1985916345205309545)  2025-11-05T03:45Z 9727 followers, 3827 engagements


"Datadog $DDOG Retention"  
[X Link](https://x.com/SergeyCYW/status/1986407305584480396)  2025-11-06T12:16Z 9719 followers, XXX engagements


"Datadog $DDOG Large Customers"  
[X Link](https://x.com/SergeyCYW/status/1986407322462359702)  2025-11-06T12:16Z 9721 followers, XXX engagements


"Thoughts on The Trade Desk Earnings Report $TTD: 🟢Positive Revenue $739M (+17.7% YoY +6.5% QoQ); beat by +3.0% Adj. EBITDA margin XXXX% (+2.0pp YoY); Operating margin XXXX% (+0.4pp YoY) Net margin XXXX% (+3.3pp YoY); EPS $0.45; beat by +2.3% Cash & investments $1.4B; no debt Q425 guide $840M (+13.4% YoY); beat by +1.1% Customer retention XX% OpEx ratios lower: S&M XXXX% (0.9pp) R&D XXXX% (1.0pp) G&A XXXX% (1.1pp) SBC/Rev XX% (2.2pp QoQ); diluted shares XXX% YoY CTV XX% mix; Kokai default 85%; performance lifts: CPA XX% CPU Reach XX% CTR +94% OpenPath scaling; Hearst fill X rev +23%; CPMs up"  
[X Link](https://x.com/SergeyCYW/status/1986765094659956809)  2025-11-07T11:58Z 9722 followers, 2938 engagements


"Key points from $TTD The Trade Desks Third Quarter 2025 Earnings Call: Financial Performance: Q3 2025 revenue reached $739M up XX% YoY (22% excluding U.S. political spend). Adjusted EBITDA was $317M (43% margin). Net income was $221M ($0.45/share). Operating cash flow hit $225M and free cash flow $155M. The company ended with $1.4B in cash and no debt. Operating expenses ex-SBC rose XX% to $457M. CTV Growth: CTV accounted for about half of total spend driven by Decision CTV and AI-powered Kokai integrations like OpenPath and Open Ads. Partnerships with Disney and other premium publishers"  
[X Link](https://x.com/SergeyCYW/status/1986794797965979773)  2025-11-07T13:56Z 9721 followers, 3709 engagements


"$AMAT Applied Materials posts a clean beat with firm margin control and a credible 2026 setup Margins held up impressively in Q3 even as revenue dipped. Gross margin came in at roughly XX% up XX bps YoY and operating margin held near 28%. EPS grew double digits. Cash generation stayed strong with over $2B in quarterly FCF. Management continues to lean into R&D which shows up in both the P&L and the product pipeline. Growth dynamics point to a company positioning itself for the next wave of spending. Leadership in DRAM HBM advanced packaging and new transistor architectures is translating into"  
[X Link](https://x.com/SergeyCYW/status/1989185026345607345)  2025-11-14T04:14Z 9727 followers, 1745 engagements


"The Most Promising High-Growth Stocks to Watch During a Market Pullback: AI: - $PLTR - $GOOGL - $SNOW - $ORCL Semiconductors: - $TSM - $NVDA - $AMD - $AVGO Cybersecurity: - $NET - $RBRK - $CRWD - $PANW E-commerce: - $SHOP - $MELI - $AMZN - $SE Fintech: - $DLO - $NU - $ADYEN - $SOFI"  
[X Link](https://x.com/SergeyCYW/status/1989306956474204222)  2025-11-14T12:18Z 9721 followers, 3578 engagements


"How Nu Holdings makes money by scaling a low-cost banking engine that compounds customer value $NU turned digital banking into an efficiency machine. Growth in Latin America drives a swelling base of low-cost deposits which powers high-margin credit economics. As customers engage more RPAC climbs and the flywheel accelerates. Gross profit hit $1.8B with a margin above 43%. Efficiency slid to 27.7%. Mexico operates with a cost to serve under $X pushing the business closer to a software-style model. RPAC above $XX with Mexico nearing Brazil levels signals rising profitability per user. Return"  
[X Link](https://x.com/SergeyCYW/status/1990404880192975148)  2025-11-17T13:01Z 9722 followers, 1399 engagements


"Thoughts on Veeva Systems Earnings Report $VEEV: 🟢 Positive Revenue $811.2M (+16.0% YoY +2.8% QoQ); EPS* $XXXX (+4.6% vs est); Operating Margin* XXXX% (+1.5 pp YoY); GM* XXXX% (+0.3 pp YoY) Subscription revenue $682.5M (+17.5% YoY); Sub GM* XXXX% (+0.4 pp YoY) Q425 guide $807$810M (+12.2% YoY); FY guide $3166$3169M (+15.3% YoY) both raised Net margin XXXX% (+2.5 pp YoY); S&M*/Rev XXXX% (-0.3 pp) R&D*/Rev XXXX% (-0.6 pp) G&A*/Rev XXX% (-0.3 pp) Net new ARR $93.26M (+19.1% YoY); RDI XXXX (+0.16 YoY)* Strategic wins: Vault CRM 14/20 top pharma eCTMF 20/20 Vault CRM live XXX (external: 115);"  
[X Link](https://x.com/SergeyCYW/status/1991846080158568522)  2025-11-21T12:28Z 9722 followers, 2107 engagements


"Zscaler $ZS Q3'25 Earnings Preview Consensus Estimates: Revenue $773M (+23.1% YoY) EPS $XXXX (+11.7% YoY) If $ZS beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +25.4% YoY Management Guidance: Q3'25 $XXX - $774M guide (+23.1% YoY) $3265 - $3284M FY guide (+22.5% YoY)"  
[X Link](https://x.com/SergeyCYW/status/1992993726843740234)  2025-11-24T16:28Z 9722 followers, 1805 engagements


"Zscaler $ZS Q3'25 Results: $788.1M rev (+25.5% YoY +9.6% QoQ) beat est by XXX% GM* (79.9% -XXX PPs YoY)🟡 Operating Margin* (21.8% +0.5 PPs YoY) FCF Margin (52.4% +6.0 PPs YoY)🟢 Net Margin (-1.5% +0.5 PPs YoY) EPS* $XXXX beat est by 11.6%🟢 *non-GAAP Key Metrics DBNR XXX% (114% LQ) ARR $3.20B (+25.5% YoY +189 net new ARR)🟢 RPO $5.93B (+34.5% YoY)🟢 Customers 3754 $100k+ customers (+18.6% YoY +260)🟢 XXX $1M+ customers (+19.3% YoY +34) Regional Breakdown United States $427.1M rev (+33.8% YoY XX% of Rev) EMEA $212.3M rev (+14.1% YoY XX% of Rev) APAC $120.5M rev (+21.2% YoY XX% of Rev) Other"  
[X Link](https://x.com/SergeyCYW/status/1993524468422226409)  2025-11-26T03:37Z 9721 followers, 2272 engagements


"Zscaler $ZS Q3'25 Results: $788.1M rev (+25.5% YoY +9.6% QoQ) beat est by XXX% GM* (79.9% -XXX PPs YoY)🟡 Operating Margin* (21.8% +0.5 PPs YoY) FCF Margin (52.4% +6.0 PPs YoY)🟢 Net Margin (-1.5% +0.5 PPs YoY) EPS* $XXXX beat est by 11.6%🟢 *non-GAAP Key Metrics DBNR XXX% (114% LQ) ARR $3.20B (+25.5% YoY +189 net new ARR)🟢 RPO $5.93B (+34.5% YoY)🟢 Customers 3754 $100k+ customers (+18.6% YoY +260)🟢 XXX $1M+ customers (+19.3% YoY +34) Regional Breakdown United States $427.1M rev (+33.8% YoY XX% of Rev) EMEA $212.3M rev (+14.1% YoY XX% of Rev) APAC $120.5M rev (+21.2% YoY XX% of Rev) Other"  
[X Link](https://x.com/SergeyCYW/status/1993643709666308128)  2025-11-26T11:31Z 9722 followers, 1680 engagements


"Thoughts on Zscaler Earnings Report $ZS: 🟢 Positive Revenue $788M (+26% YoY* +10% QoQ) beat guidance; EPS $XXXX (+11.6% vs est). ARR $3.2B (+26% YoY); RPO $5.9B (+35% YoY); Net New ARR $276M (+96% YoY). Free Cash Flow Margin XX% (+6 pts YoY) achieving Rule-of-78. Operating Margin XXXX% (+0.5 pts YoY) despite higher R&D and expansion investments. AI Security ARR +80% YoY exceeding FY26 goal of $400M three quarters early; expected to surpass $500M. Zero Trust Everywhere enterprises exceeded XXX three quarters ahead of target. Z-Flex $175M TCV (+70% QoQ) driving longer contracts and larger"  
[X Link](https://x.com/SergeyCYW/status/1993653023831437438)  2025-11-26T12:08Z 9722 followers, 3396 engagements


"Google at All-Time Highs While the Market Pulls Back Heres Why Its Still Winning $GOOGL is pushing to new highs even as the Nasdaq XXX slips almost X% and Magnificent index $MAGS -X% ATH. The reason is simple: the company isnt just growing its compounding across every major line. 👇"  
[X Link](https://x.com/SergeyCYW/status/1993659015797330159)  2025-11-26T12:32Z 9716 followers, 1399 engagements


"Key points from $ZS Zscaler Third Quarter 2025 Earnings Call: Financial Performance: Revenue hit $788M (+26% YoY +10% QoQ) beating guidance. ARR reached $3.2B (+26%) RPO $5.9B (+35%) with XX% current. Gross margin was XXXX% (vs. XXXX% last year). Operating expenses rose XX% YoY to $458M; operating margin improved to 21.8%. Free cash flow margin reached 52%. The company achieved a Rule-of-78 and ended with $3.3B in cash. Platform Growth: AI Security Zero Trust Everywhere and Data Security now total $1B ARR growing faster than legacy ZIA/ZPA ($2B ARR). Zscaler has XXX customers above $1M ARR"  
[X Link](https://x.com/SergeyCYW/status/1993697020704588058)  2025-11-26T15:03Z 9721 followers, 1807 engagements


"$MNDY Down XX% from 52w high but execution remains strong Mondays Q3 showed resilience across key metrics. Revenue rose XXXX% year over year while free cash flow margin hit 29.1%a strong balance between growth and profitability. Net dollar retention among large customers reached XXX% a healthy sign of expanding usage and stickiness. Customer momentum continues to accelerate. Clients spending over $100k grew XXXX% and those above $500k surged 73.3%. Larger accounts are clearly deepening their commitment driving operating leverage as adoption widens. The company was again recognized as a Leader"  
[X Link](https://x.com/SergeyCYW/status/1994006557508685835)  2025-11-27T11:33Z 9716 followers, 1686 engagements


"$CRWD CrowdStrike Extends Its Lead in AI-Native Security Across Cloud Identity and Operations CrowdStrike keeps stacking strategic wins from platform expansion to industry recognition. The company earned a spot on the Fortune Worlds Best Workplaces 2025 with XX% of employees proud to be part of the mission. A strong signal of culture depth and execution durability. Momentum continued with deeper integration into Google Cloud Security. CrowdStrike became one of three inaugural partners in Googles Unified Security Recommended program and the only endpoint vendor included. The collaboration"  
[X Link](https://x.com/SergeyCYW/status/1994020456815579246)  2025-11-27T12:28Z 9715 followers, 1039 engagements


"$DDOG Datadog was named a Leader in the 2025 Gartner Magic Quadrant for Digital Experience Monitoring for the second year driven by its expanded DEM suite and the integration of Eppos experimentation and feature-management platform which strengthens its ability to optimize end-user experiences. The platform unifies Synthetic Monitoring Real User Monitoring Product Analytics Session Replay and Error Tracking while RUM Without Limits adds full-traffic visibility and advanced filtering to help organizations identify issues understand user behavior and improve digital performance with greater"  
[X Link](https://x.com/SergeyCYW/status/1994066216487723335)  2025-11-27T15:30Z 9732 followers, 1547 engagements


"How Grab Makes Money: Ecosystem Scale High-Frequency Usage and Expanding Financial Services $GRAB Grabs Q3 showed a business leaning into product-led growth and disciplined operating leverage. Revenue reached $XXX million up XX percent year over year. Almost half of that turns into gross profit with gross margin rising to XX percent. Profitability continues improving as operating income doubled and net income reached $XX million. Mobility and deliveries both posted double-digit GMV growth while financial services expanded revenue by XX percent. Margins are heading in the right direction."  
[X Link](https://x.com/SergeyCYW/status/1994391597149257843)  2025-11-28T13:03Z 9716 followers, 2008 engagements


"$ZS Zscaler Deepens Its Push Into AI Security and Expanding Mobile/IoT Threat Defense Zscalers latest research underscored the scale of threat escalation. Android malware jumped XX% with XXX malicious Play Store apps reaching 42M installs. Critical infrastructure remains under pressure as the energy sector saw a XXX% surge in attacks. IoT malware concentrated heavily in Manufacturing and Transportation each representing XXXX% of observed activity. The US continued to dominate global IoT malware traffic at XX% while mobile attacks clustered around India the US and Canada. The threat landscape"  
[X Link](https://x.com/SergeyCYW/status/1994397934956507414)  2025-11-28T13:28Z 9721 followers, 1652 engagements


"$IOT Samsara Shows Expanding ROI Across Safety Compliance and AI-Driven Fleet Operations Samsaras recent deployments highlight growing operational impact. CLEAN Linen & Workwear reported a XX% collision reduction XX% MPG improvement and an XX% lift in fleet safety scores a clear indicator of how deeply the platform is embedding into customer workflows. U.S. trucking fleets now benefit from turn-by-turn restriction-aware navigation designed to curb the roughly 15000 annual bridge strikes with integrated Hours-of-Service visibility reinforcing the value of tool consolidation. Smart Compliance"  
[X Link](https://x.com/SergeyCYW/status/1994428897753219087)  2025-11-28T15:31Z 9736 followers, 1174 engagements


"@InvestingVisual Cybersecurity is one of the fastest-growing sectors. Im long $CRWD $ZS and $NET"  
[X Link](https://x.com/SergeyCYW/status/1994448811000041650)  2025-11-28T16:50Z 9729 followers, XXX engagements


"GitLab $GTLB Q3'25 Earnings Preview Consensus Estimates: Revenue $239M (+21.8% YoY) EPS $XXXX (-13.0% YoY) If $GTLB beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +26.7% YoY Management Guidance: Q3'25 $XXX - $239M guide (+21.7% YoY) $XXX - $942M FY guide (+23.7% YoY)"  
[X Link](https://x.com/SergeyCYW/status/1995507475869765751)  2025-12-01T14:57Z 9732 followers, 4309 engagements


"For the top XX fastest-growing SaaS companies the median EV/Sales multiple is XXXXX paired with XXXX% NTM revenue growth"  
[X Link](https://x.com/SergeyCYW/status/1995523427072184818)  2025-12-01T16:00Z 9732 followers, XXX engagements


"Key points from $MDB MongoDB Third Quarter 2025 Earnings Call: Financial Performance: MongoDB reported Q3 FY26 revenue of $628M (+19% YoY) above guidance with $123M non-GAAP operating income (20% margin) $115M net income ($1.32 EPS) and $140M free cash flow. Gross margin was XX% (vs. XX% last year) due to higher Atlas mix. Total cash and investments reached $2.3B. Atlas Growth: Atlas revenue rose XX% YoY to $471M (75% of total) with stable consumption and strong enterprise demand. Net ARR expansion was XXX% total customers exceeded 62500 and $100K+ customers grew XX% YoY to 2694. Releases of"  
[X Link](https://x.com/SergeyCYW/status/1995877889456439791)  2025-12-02T15:29Z 9736 followers, 1118 engagements


"CrowdStrike $CRWD Q3'25 Results: $1234M rev (+22.2% YoY +5.6% QoQ) beat est by XXX% GM* (78.4% +0.5 PPs YoY) Operating Margin* (21.4% +2.1 PPs YoY) FCF Margin (24.0% +1.2 PPs YoY) Net Margin (-2.8% -XXX PPs YoY)🟡 EPS* $XXXX beat est by 2.1%🟢 *non-GAAP Revenue By Segments Subscription ➡Subscription Revenue $1169M (+21.4% YoY)🟡 GM* (80.6% +0.6 PPs YoY) Professional Services Professional Services Revenue $66M (+38.3% YoY) GM* (38.9% +4.8 PPs YoY) Key Metrics ARR $4.92B (+22.5% YoY +265 net new ARR)🟢 RPO $7.90B (+46.3% YoY) Billings $1463M (+31.4% YoY)🟢 Customer Engagement with Multiple"  
[X Link](https://x.com/SergeyCYW/status/1996059540257988661)  2025-12-03T03:30Z 9727 followers, 1127 engagements


"@StockSavvyShay Strong Q3 from $CRWD. Revenue growth accelerate to +22.2% YoY with strong Q4 guidance. 💪"  
[X Link](https://x.com/SergeyCYW/status/1996060848151028070)  2025-12-03T03:36Z 9732 followers, XXX engagements


"GitLab $GTLB Q3'25 Results: $244.4M rev (+24.7% YoY +3.6% QoQ) beat est by XXX% GM* (88.6% -XXX PPs YoY)🟡 Operating Margin* (17.9% -XXX PPs YoY)🟡 FCF Margin (11.1% +6.2 PPs YoY) EPS* $XXXX beat est by XXXX% *non-GAAP Key Metrics DBNR XXX% (121% LQ) ➡RPO $1.00B (+23.2% YoY)🟡 ➡Billings $253M (+17.0% YoY)🟡 Customers ➡10475 customers (+10.0% YoY +137) ➡1405 $100k+ customers (+22.8% YoY +61) Operating expenses S&M*/Revenue XXXX% (-4.0 PPs YoY) R&D*/Revenue XXXX% (-2.2 PPs YoY) G&A*/Revenue XXXX% (-0.9 PPs YoY) Quarterly Performance Highlights Net New ARR $34M (-37.3% YoY) CAC* Payback Period"  
[X Link](https://x.com/SergeyCYW/status/1996066040934269008)  2025-12-03T03:56Z 9732 followers, 1327 engagements


"CrowdStrike $CRWD Q3'25 Results: $1234M rev (+22.2% YoY +5.6% QoQ) beat est by XXX% GM* (78.4% +0.5 PPs YoY) Operating Margin* (21.4% +2.1 PPs YoY) FCF Margin (24.0% +1.2 PPs YoY) Net Margin (-2.8% -XXX PPs YoY)🟡 EPS* $XXXX beat est by 2.1%🟢 *non-GAAP Revenue By Segments Subscription ➡Subscription Revenue $1169M (+21.4% YoY)🟡 GM* (80.6% +0.6 PPs YoY) Professional Services Professional Services Revenue $66M (+38.3% YoY) GM* (38.9% +4.8 PPs YoY) Key Metrics ARR $4.92B (+22.5% YoY +265 net new ARR)🟢 RPO $7.90B (+46.3% YoY) Billings $1463M (+31.4% YoY)🟢 Customer Engagement with Multiple"  
[X Link](https://x.com/SergeyCYW/status/1996173335856812165)  2025-12-03T11:03Z 9727 followers, 1310 engagements


"GitLab $GTLB Q3'25 Results: $244.4M rev (+24.7% YoY +3.6% QoQ) beat est by XXX% GM* (88.6% -XXX PPs YoY)🟡 Operating Margin* (17.9% -XXX PPs YoY)🟡 FCF Margin (11.1% +6.2 PPs YoY) EPS* $XXXX beat est by XXXX% *non-GAAP Key Metrics DBNR XXX% (121% LQ) ➡RPO $1.00B (+23.2% YoY)🟡 ➡Billings $253M (+17.0% YoY)🟡 Customers ➡10475 customers (+10.0% YoY +137) ➡1405 $100k+ customers (+22.8% YoY +61) Operating expenses S&M*/Revenue XXXX% (-4.0 PPs YoY) R&D*/Revenue XXXX% (-2.2 PPs YoY) G&A*/Revenue XXXX% (-0.9 PPs YoY) Quarterly Performance Highlights Net New ARR $34M (-37.3% YoY) CAC* Payback Period"  
[X Link](https://x.com/SergeyCYW/status/1996188189204353435)  2025-12-03T12:02Z 9732 followers, 2000 engagements


"GitLab $GTLB Customers"  
[X Link](https://x.com/SergeyCYW/status/1996188204991725796)  2025-12-03T12:02Z 9731 followers, XXX engagements


"GitLab $GTLB Retention"  
[X Link](https://x.com/SergeyCYW/status/1996188220137382289)  2025-12-03T12:02Z 9732 followers, 1636 engagements


"GitLab $GTLB OpEx"  
[X Link](https://x.com/SergeyCYW/status/1996188236738408516)  2025-12-03T12:02Z 9732 followers, XXX engagements


"GitLab $GTLB Dilution"  
[X Link](https://x.com/SergeyCYW/status/1996188253213610416)  2025-12-03T12:02Z 9732 followers, 1850 engagements


"Thoughts on CrowdStrike Earnings Report $CRWD: 🟢 Positive Revenue rose to $1.23B (+22% YoY +5.6% QoQ) beating estimates by 1.7%; EPS $XXXX beat expectations by 2.1%. Net new ARR reached a record $265M (+73% YoY) driving ARR to $4.92B (+22.5% YoY). Operating margin expanded to XXXX% (+2.1 ppts YoY) and free cash flow margin to XX% (+1.2 ppts YoY). Billings increased XX% YoY to $1.46B; RPO surged XX% YoY to $7.9B. Subscription gross margin improved to XX% total GM 78%; demonstrates operating leverage. Falcon Flex ARR exceeded $1.35B (+200% YoY); re-Flex customers doubled sequentially. Cloud"  
[X Link](https://x.com/SergeyCYW/status/1996194480563851409)  2025-12-03T12:27Z 9727 followers, 1433 engagements


"$UBER launched a robotaxi service in downtown Dallas using autonomous vehicles developed by $NBIS Avride operating across a nine-square-mile zone with safety drivers and standard UberX-tier pricing. Avrides system uses XX cameras X lidars and X radars building on its U.S.-based autonomous platform that also powers Uber Eats delivery robots. The rollout adds to Ubers 20+ autonomous partnerships including recent deployments with WeRide in Abu Dhabi and depot operations for Waymo as Uber targets autonomous operations in 10+ cities next year"  
[X Link](https://x.com/SergeyCYW/status/1996201625506168842)  2025-12-03T12:55Z 9722 followers, 1633 engagements


"Thoughts on GitLab Earnings Report $GTLB: 🟢 Positive Revenue: $244M (+25% YoY +3.6% QoQ) beat estimates by 2.4%. EPS: $XXXX ( +25% beat vs estimates). Free Cash Flow Margin: XXXX% (+6.2 pps YoY). SaaS Revenue: +36% YoY now XX% of total. Ultimate ARR mix: XX% (+7 of top XX deals). $100K+ customers: 1405 (+23% YoY). Operating margin: XX% ( +5 pps vs guide). Raised FY revenue guidance to $946$947M (+25% YoY). Strong cash position: $1.2B. Duo Agent Platform ready for GA expanding monetization to usage model. 🟡 Neutral Gross margin: XX% (-2.5 pps YoY) but remains high. DBNR: XXX% (vs XXX% LQ)"  
[X Link](https://x.com/SergeyCYW/status/1996211342207054211)  2025-12-03T13:34Z 9732 followers, 4706 engagements


"Key points from $CRWD CrowdStrike Third Quarter 2025 Earnings Call: Financial Performance: Net new ARR rose XX% YoY to $265M beating targets and lifting total ARR to $4.92B (+23% YoY). Revenue reached $1.23B (+22% YoY) with $1.17B from subscriptions and $65.5M from services. Non-GAAP operating income hit $264.6M (21% margin) and free cash flow was $295.9M (24% margin). Cash from operations reached $397.5M with $4.8B on hand. Incident-related costs totaled $26.2M cutting FCF by $53M. Falcon Platform: The single-sensor single-console model fueled growth through new certifications deeper"  
[X Link](https://x.com/SergeyCYW/status/1996233735633830236)  2025-12-03T15:03Z 9727 followers, 1009 engagements


"Snowflake $SNOW Q3'25 Results: $1213M rev (+28.7% YoY +5.9% QoQ) beat est by XXX% GM* (72.6% -XXX PPs YoY)🟡 Operating Margin* (10.8% +4.6 PPs YoY) FCF Margin (9.4% +1.1 PPs YoY) Net Margin (-24.0% +10.4 PPs YoY) EPS* $XXXX beat est by 16.7%🟢 *non-GAAP Product ➡Product Revenue $1158M (+28.7% YoY)🟡 GM* (75.9% -XXX PPs YoY) Key Metrics NDR XXX% (-2 PPs YoY PPs QoQ) RPO $7.88B (+38.3% YoY)🟢 RPO $3.78B (+32.7% YoY)🟢 ➡Billings $1367M (+28.0% YoY)🟡 Data sharing XXXX% (+1.0 PPs QoQ) ➡3546 Marketplace Listings (+20.4% YoY +146) Customers 12621 customers (+18.9% YoY +559) ➡688 $1M+ customers"  
[X Link](https://x.com/SergeyCYW/status/1996534214230262189)  2025-12-04T10:57Z 9732 followers, 1157 engagements


"Snowflake $SNOW OpEx"  
[X Link](https://x.com/SergeyCYW/status/1996534292038787219)  2025-12-04T10:57Z 9716 followers, XXX engagements


"@Wiseman_Cap Long $MNDY. 👍"  
[X Link](https://x.com/SergeyCYW/status/1996573148951568691)  2025-12-04T13:31Z 9727 followers, XXX engagements


"Thoughts on Salesforce Earnings Report $CRM: 🟢 Positive Revenue grew +8.6% YoY to $10.26B with non-GAAP EPS $XXXX beating estimates by 14%. Operating margin expanded +1.3 pps YoY to XXXX% Net margin rose +4.2 pps YoY to XXXX% and FCF margin improved to XXXX% (+2.4 pps). Subscription & Support revenue increased +9.5% YoY to $9.73B with XXXX% gross margin. RPO reached $59.5B (+12.1% YoY) cRPO at $29.4B (+11.4% YoY) signaling strong future growth. Platform & Other revenue surged +19.5% YoY to $2.18B driven by Data XXX and Agentforce expansion. Operating cash flow rose +17% YoY to $2.3B free"  
[X Link](https://x.com/SergeyCYW/status/1996573476610843051)  2025-12-04T13:33Z 9731 followers, 1054 engagements


"Samsara $IOT Q3'25 Earnings Preview Consensus Estimates: Revenue $399M (+23.9% YoY) EPS $XXXX (+71.4% YoY) If $IOT beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +30.4% YoY Management Guidance: Q3'25 $XXX - $400M guide (+23.9% YoY) $1574 - $1578M FY guide (+26.2% YoY) raised by 1.48%"  
[X Link](https://x.com/SergeyCYW/status/1996580776822165563)  2025-12-04T14:02Z 9736 followers, 2631 engagements


"Key points from $SNOW Snowflake Third Quarter 2025 Earnings Call: Financial Performance: Snowflake delivered XX% YoY product revenue growth to $1.16B and raised FY guidance to $4.446B (+28%). RPO climbed XX% YoY to $7.88B. Gross margin hit XXXX% and operating margin expanded to XX% (+450 bps). FCF margin was XX% and liquidity totaled $4.4B after $233M in buybacks. A brief hyperscaler outage caused a minimal $12M revenue impact. Cortex AI: Cortex AI reached a $100M run rate a quarter early acting as a model-agnostic gateway for foundation models SQL AI and agent workflows. Adoption is strong"  
[X Link](https://x.com/SergeyCYW/status/1996594362210521553)  2025-12-04T14:56Z 9727 followers, 2757 engagements


"Key points from $CRM Salesforce Third Quarter 2025 Earnings Call: Financial performance: Salesforce posted Q3 FY26 revenue of $10.26B (+9% YoY) with subscription revenue up XX% and non-GAAP operating margin at 35.5%. CRPO reached $29.4B (+11%) and total RPO nearly $60B (+12%). OCF was $2.3B (+17%) and FCF $2.2B (+22%). Full-year revenue outlook is $41.45$41.55B (+910%) with FY26 non-GAAP margin guided to XXXX% and expected revenue re-acceleration in 1218 months. Data platform: Salesforce expanded its three-layer data architecture (Informatica Data XXX MuleSoft) toward $10B annualized revenue"  
[X Link](https://x.com/SergeyCYW/status/1996611477294416052)  2025-12-04T16:04Z 9722 followers, 1337 engagements


"Rubrik $RBRK Q3'25 Earnings Preview Consensus Estimates: Revenue $320M (+35.5% YoY) EPS -$0.17 (-19.0% YoY) If $RBRK beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +48.9% YoY Management Guidance: Q3'25 $XXX - $321M guide (+35.5% YoY) $1227 - $1237M FY guide (+39.0% YoY) raised by 4.04%"  
[X Link](https://x.com/SergeyCYW/status/1996617015403094233)  2025-12-04T16:26Z 9732 followers, 2535 engagements


"Samsara $IOT Q3'25 Results: $416.0M rev (+29.2% YoY +6.3% QoQ) beat est by XXX% GM* (77.8% +0.2 PPs YoY) Operating Margin* (19.2% +8.7 PPs YoY)🟢 FCF Margin (13.4% +3.7 PPs YoY) Net Margin (1.9% +13.6 PPs YoY)🟢 EPS* $XXXX beat est by 25.0%🟢 *non-GAAP Key Metrics ➡NRR $10K+ ARR XXX% (115% LQ) ARR $1.75B (+29.4% YoY +105 net new ARR)🟢 ➡Billings $430M (+26.9% YoY)🟡 Customers 2990 $100k+ customers (+30.5% YoY +219)🟢 Operating expenses S&M*/Revenue XXXX% (-4.0 PPs YoY) R&D*/Revenue XXXX% (-2.0 PPs YoY) G&A*/Revenue XXXX% (-2.5 PPs YoY) Quarterly Performance Highlights Net New ARR $105M"  
[X Link](https://x.com/SergeyCYW/status/1996794411527852350)  2025-12-05T04:11Z 9736 followers, 1713 engagements


"@Wiseman_Cap Long $IOT"  
[X Link](https://x.com/SergeyCYW/status/1996910427469734357)  2025-12-05T11:52Z 9736 followers, XXX engagements


"Samsara $IOT Q3'25 Results: $416.0M rev (+29.2% YoY +6.3% QoQ) beat est by XXX% GM* (77.8% +0.2 PPs YoY) Operating Margin* (19.2% +8.7 PPs YoY)🟢 FCF Margin (13.4% +3.7 PPs YoY) Net Margin (1.9% +13.6 PPs YoY)🟢 EPS* $XXXX beat est by 25.0%🟢 *non-GAAP Key Metrics ➡NRR $10K+ ARR XXX% (115% LQ) ARR $1.75B (+29.4% YoY +105 net new ARR)🟢 ➡Billings $430M (+26.9% YoY)🟡 Customers 2990 $100k+ customers (+30.5% YoY +219)🟢 Operating expenses S&M*/Revenue XXXX% (-4.0 PPs YoY) R&D*/Revenue XXXX% (-2.0 PPs YoY) G&A*/Revenue XXXX% (-2.5 PPs YoY) Quarterly Performance Highlights Net New ARR $105M"  
[X Link](https://x.com/SergeyCYW/status/1996912959684333633)  2025-12-05T12:02Z 9736 followers, 1508 engagements


"Samsara $IOT OpEx"  
[X Link](https://x.com/SergeyCYW/status/1996913009781100784)  2025-12-05T12:02Z 9736 followers, XXX engagements


"Samsara $IOT Dilution"  
[X Link](https://x.com/SergeyCYW/status/1996913025060921794)  2025-12-05T12:02Z 9736 followers, XXX engagements


"Thoughts on Samsara Earnings Report $IOT: 🟢 Positive Revenue $416.0M up XXXX% YoY and XXX% QoQ beat estimates by 4.2%. ARR $1.75B up XXXX% YoY with $105M net new ARR marking the strongest growth in seven quarters. GAAP profitability achieved for the first time; non-GAAP operating margin XXXX% up XXX ppts YoY. Gross margin XXXX% FCF margin XXXX% both improving YoY. Net margin XXX% up XXXX ppts YoY signaling strong cost discipline. EPS $XXXX beat estimates by 25%. $100K+ customers 2990 (+30.5% YoY) $1M+ customers XXX (+57.7% YoY). S&M R&D G&A expenses as a share of revenue decreased by XXX 2.0"  
[X Link](https://x.com/SergeyCYW/status/1996934108086493626)  2025-12-05T13:26Z 9736 followers, 1843 engagements


"Key points from $RBRK Rubrik Third Quarter 2025 Earnings Call: Financial Performance: Rubrik delivered record subscription ARR of $1.35B (+34% YoY) and $94M in net new ARR its highest ever. Subscription revenue rose XX% to $336M; total revenue hit $350M (+48%). Normalized revenue growth was XX% after adjusting for $25M in cloud-transition material rights. Non-GAAP gross margin improved to XX% and subscription ARR contribution margin reached +10% (+12001400 bps YoY). Free cash flow surged to $77M vs. $16M last year. Cash and securities totaled $1.6B offset by $1.1B in convertible debt. Data"  
[X Link](https://x.com/SergeyCYW/status/1996957503196995712)  2025-12-05T14:59Z 9721 followers, 1482 engagements


"$IREN Delivers Fifth Straight Quarter of Record Revenue While Shares Sit XX% Off Highs Q3 revenue reached $240M rising XX% sequentially and XXX% year-over-year as AI cloud demand broadened and GPU output continued to scale. Adjusted EBITDA of $92M held firm even with a $33M payroll tax surge that flowed through due to share price appreciation. Cost growth reflected heavier depreciation from new infrastructure and higher equity-linked compensation. Cash closed October at $1.8B reinforced by a $1B zero-coupon convertible and incremental GPU financing. Management laid out a clear funding path"  
[X Link](https://x.com/SergeyCYW/status/1996961342134325588)  2025-12-05T15:14Z 9736 followers, XXX engagements


"SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart as it"  
[X Link](https://x.com/SergeyCYW/status/1997282408748777854)  2025-12-06T12:30Z 9732 followers, 1097 engagements


"Let's examine SaaS companies* valuations by analyzing the Forward EV/Gross Profit (GAAP) multiple relative to their projected NTM revenue growth. This multiple considers product efficiencygross profit margin. Gross profit margin is a critical metric for software companies. Consistently high or improving margins are often viewed as indicators of a company's strong competitive position and market potential. I also include data on Operating Margin in the chart as it impacts company valuation. Companies with a high positive operating margin should be valued higher than those with a negative"  
[X Link](https://x.com/SergeyCYW/status/1997312601047601531)  2025-12-06T14:30Z 9736 followers, 1123 engagements


"The Rule of XX is a pivotal financial metric used to evaluate the performance of SaaS and other growth-oriented software companies. It serves as a benchmark that balances revenue growth and profitability providing a comprehensive snapshot of a company's overall financial health. A company that meets or exceeds the XX% threshold is generally considered to be performing well making it potentially more attractive to investors looking for balanced growth and profitability. In this case I used the GAAP EBITDA Margin TTM combined with revenue growth estimates for the next year. The Rule of 40"  
[X Link](https://x.com/SergeyCYW/status/1997644025374134440)  2025-12-07T12:27Z 9736 followers, 1292 engagements


"For the top XX fastest-growing SaaS companies the median EV/Sales multiple is XXXXX paired with XXXX% NTM revenue growth"  
[X Link](https://x.com/SergeyCYW/status/1997985039548809436)  2025-12-08T11:02Z 9732 followers, XX engagements


"The SaaS Magic Number is a pivotal metric used to evaluate the efficiency of sales and marketing investments within SaaS companies. It offers investors and managers a clear view of how effectively a company is converting its sales and marketing spend into revenue growth which is particularly crucial for businesses that follow a subscription-based model. In the SaaS industry customer acquisition costs are typically high but lead to prolonged revenue streams. 🟢Magic Number 0.75: $PLTR $AXON $VEEV $DDOG $NET $ZS. 🟠Magic Number 0.5: $NET $CRWD $IOT $ZS $HUBS $MNDY $S $TEAM $CFLT. 🔴Magic Number"  
[X Link](https://x.com/SergeyCYW/status/1998376215347069133)  2025-12-09T12:56Z 9736 followers, XX engagements


"SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future potential rather than just its current performance. Additionally understanding forward growth helps investors make informed decisions by comparing a companys projections with its industry peers and market expectations providing a clearer view of its growth trajectory. I also include data on Operating Margin in the chart as it"  
[X Link](https://x.com/SergeyCYW/status/1994745177484005882)  2025-11-29T12:28Z 9732 followers, 1425 engagements


"The Rule of XX is a pivotal financial metric used to evaluate the performance of SaaS and other growth-oriented software companies. It serves as a benchmark that balances revenue growth and profitability providing a comprehensive snapshot of a company's overall financial health. A company that meets or exceeds the XX% threshold is generally considered to be performing well making it potentially more attractive to investors looking for balanced growth and profitability. In this case I used the GAAP EBITDA Margin TTM combined with revenue growth estimates for the next year. The Rule of 40"  
[X Link](https://x.com/SergeyCYW/status/1995108091877282189)  2025-11-30T12:30Z 9732 followers, 1522 engagements


"Lets look at SaaS valuations: X. EV/Sales relative to forward growth. EV/Sales alone means nothing. A high multiple isnt expensive if growth is strong and a low multiple isnt cheap if growth is collapsing. The metric only becomes useful when paired with NTM revenue expectations. Forward growth is the real driver because it reflects future potential not trailing performance. It also allows clear comparison across peers and the broader software landscape. Across the XX SaaS software companies I track including $CRWD $PLTR $NET $SNOW $NOW $SHOP $DUOL $APP and the hyperscalers the median EV/Sales"  
[X Link](https://x.com/SergeyCYW/status/1995523408248074518)  2025-12-01T16:00Z 9732 followers, 3000 engagements


"SentinelOne $S Q3'25 Earnings Preview Consensus Estimates: Revenue $256M (+21.6% YoY) If $S beat estimates by XXX% (same as last quarter) Q3'25 Revenue Growth will be +21.7% YoY Management Guidance: Q3'25 $256M guide (+21.6% YoY) $XXX - $1002M FY guide (+21.7% YoY) raised by 0.10%"  
[X Link](https://x.com/SergeyCYW/status/1996603187185508698)  2025-12-04T15:31Z 9731 followers, 2469 engagements


"@StockSavvyShay $SOFI has the strongest chances given its solid Q3 performance"  
[X Link](https://x.com/SergeyCYW/status/1996910234124902753)  2025-12-05T11:51Z 9731 followers, 10.2K engagements


"Key points from $S SentinelOne Third Quarter 2025 Earnings Call: Financial Performance: SentinelOne reported Q3 revenue of $259M (+23% YoY) with international revenue up XX% and ARR growing XX% on $54M net new ARR. RPO increased XX% to $1.3B. Margins expanded sharply: gross margin XX% operating margin +7% net income margin XX% and FCF margin 6%. FY26 revenue guidance was raised to $1.001B (+22% YoY). Singularity Platform: The platform continued strong PMF with XX% of bookings from non-endpoint modules. Large wins included a Fortune XXX endpoint consolidation and an eight-figure U.S. federal"  
[X Link](https://x.com/SergeyCYW/status/1996966060046930240)  2025-12-05T15:33Z 9736 followers, 2596 engagements


"Next let's discuss margins starting with Gross Margin non-GAAP. For $AXON the Gross Margin is XX% but specifically for Software & Services it's 74%. The highest Gross Margins are seen at $MNDY XX% and $GTLB 89%"  
[X Link](https://x.com/SergeyCYW/status/1998376231688130651)  2025-12-09T12:56Z 9736 followers, XXX engagements


"Next lets examine Stock-Based Compensation (SBC) relative to company revenues. SBC is a critical tool for SaaS companiesessential for attracting and retaining top talent while aligning employee interests with the long-term success of the business. However it requires thoughtful management as excessive SBC can lead to shareholder dilution and negatively impact earnings per share both of which are key factors for investors assessing a company's financial health and long-term potential. There are significant differences in SBC as a percentage of revenue across the industry. For example $SNOW and"  
[X Link](https://x.com/SergeyCYW/status/1998376281852051916)  2025-12-09T12:56Z 9736 followers, XX engagements


"A crucial factor for shareholders is dilution. Lets examine the changes in the Weighted-Average Number of Common Shares (Basic) over the last quarter. The most significant dilution occurred at $MDB with an increase of +10.0% $RBRK at XXX% followed by $CFLT at +6.7% $PLTR at +5.7% and $S at +5.0%a level of dilution that raises serious concerns. Also showing elevated dilution were $ZS $PANW $GTLB $AXON $DDOG and $MNDY above +3.0%. For high-growth companies more reasonable levels of dilution were observed at $IOT $SNOW $CRWD $HUBS and $NET all ranging from XXX% to 2.0%. Companies that have kept"  
[X Link](https://x.com/SergeyCYW/status/1998376297853325701)  2025-12-09T12:56Z 9736 followers, XXX engagements