A Peek Behind the Numbers

A Peek Behind the Numbers

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A Peek Behind the Numbers
A Peek Behind the Numbers
Hacking the Security Companies' Earnings

Hacking the Security Companies' Earnings

A comparison of the earnings quality of PANW, OKTA, CRWD, FTNT, ZS, and FTNT

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Behind the Numbers
Jun 10, 2022
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A Peek Behind the Numbers
A Peek Behind the Numbers
Hacking the Security Companies' Earnings
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We have done full reviews of both Okta (OKTA) and Cloudflare (NET). Because the other companies in this group have similar business models and accounting conventions, we decided to do an earnings qua…

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