An investor's deep-dive into CYBR CyberArk's 2026 outlook: PAM market leadership, SaaS ARR transition, non-human identity as the next growth frontier, and competitive threats from Microsoft Entra and Okta. Includes US tax strategy and ETF alternatives.
Leidos LDOS 2026: DoD IT integration, JADC2, MHS GENESIS, cybersecurity, SAIC CACI BAH comparison, dividend, and bull/bear scenarios.
Cloudflare (NET) 2026 analysis: Workers AI inference pricing strategy, Zero Trust competition vs Zscaler and PANW, R2 storage egress-free pricing war with AWS, enterprise pool of funds model, and Matthew Prince's GPU capex approach for US investors.
CrowdStrike (CRWD) 2026 analysis: residual reputational damage from the July 2024 global outage, Falcon Flex bundling mechanics, Charlotte AI attach rate, Preempt-based identity module cross-sell, and module count per customer trajectory for US investors.
Palo Alto Networks (PANW) 2026 analysis: platformization strategy results, Prisma SASE vs Zscaler, Cortex XSIAM SOC automation, billings recognition accounting, and Nikesh Arora's execution record for US investors.