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 analyst consensus forecast for Nvidia (NASDAQ:NVDA) is another “meet and beat” report for earnings on May 22. The demand for processing capacity to run AI applications still suggests triple-digit percentage sales growth. NEA is looking for some agreement with cost-savings or productivity-enhancing evidence among the best capable industry groups who can capitalize on an AI rollout.
SentinelOne, Inc. (NASDAQ:S) reports earnings on March 13
ZScaler (NASDAQ:ZS) reports earnings on February 29