Software & Technology
24 articles in this industry.
CrowdStrike (CRWD): What This Company Actually Does
A plain-English read of CrowdStrike's business model — real-time cyberattack detection sold as a subscription — built directly from its SEC filings.
2026-09-06The StoryCrowdStrike's Last Two Years: From 'This Will Never Leave My Mind' to 'The Agentic AI Era' — Except in the Fine Print
It took exactly one year for CrowdStrike to go from apologizing for an outage that grounded computers worldwide to talking with total confidence about the future — but its legal filings still haven't let go of that day.
2026-09-06Reverse DCFWhat CRWD's Stock Price Is Really Betting On
Reverse-engineering the growth rate CrowdStrike's share price already assumes — and comparing it with both the company's longer-term growth record and its most recent, slower year.
2026-09-06Company SnapshotPalo Alto Networks (PANW): What This Company Actually Does
A plain-English read of Palo Alto Networks's subscription-security business — and how it's using that cash to buy its way into new categories — built directly from its SEC filings.
2026-09-06The Story'This Is a Strategic Choice, Not a Demand Problem' — How Palo Alto Networks Deliberately Slowed Its Own Growth, Then Sped It Back Up
In February 2024, Palo Alto Networks chose to slow its own near-term growth on purpose, and the market erased nearly 28% of its share price in a day in disbelief. Eighteen months later the bet had paid off — and the company is now running the same playbook at a much larger scale.
2026-09-06Reverse DCFWhat PANW's Stock Price Is Really Betting On
Reverse-engineering the growth rate Palo Alto Networks's share price already assumes — and comparing it against a red flag: the most recent year's actual growth is a third of that pace.
2026-09-06Company SnapshotPalantir (PLTR): What This Company Actually Does
A plain-English read of Palantir's business model — data-integration software for governments and enterprises — built directly from its SEC filings.
2026-09-06The StoryPalantir's Last Three Years: From 'We Have a History of Losses' to Mocking Short Sellers
How Palantir's top-ranked corporate risk went from 'we might never turn a profit' to 'we might not collect all the money customers already promised us' — as the company's own tone shifted from defensive to openly combative.
2026-09-06Reverse DCFWhat PLTR's Stock Price Is Really Betting On
Reverse-engineering the growth rate Palantir's share price already assumes — and comparing it with the company's actual growth record, which has been accelerating so fast that the answer depends heavily on which recent period you use.
2026-09-06Company SnapshotAmazon (AMZN): What This Company Actually Does
A plain-English read of Amazon's business model — retail plus cloud computing — built directly from its SEC filings.
2026-08-19The StoryAmazon's Last Three Years: From Cost-Cutting to History's Biggest Infrastructure Bet
How Amazon went from a company that had just finished squeezing out costs to one making its largest-ever infrastructure bet — wobbling twice along the way but beating its own guidance every quarter regardless.
2026-08-19Reverse DCFWhat AMZN's Stock Price Is Really Betting On
Reverse-engineering the growth rate Amazon's share price already assumes — and comparing it with the company's actual growth record.
2026-08-19Company SnapshotMeta (META): What This Company Actually Does
A plain-English read of Meta's ad-engine business model — built directly from its SEC filings.
2026-08-18Reverse DCFWhat META's Stock Price Is Really Betting On
Reverse-engineering the growth rate Meta's share price already assumes — and comparing it with what the company has actually delivered.
2026-08-18Company SnapshotAlphabet (GOOGL): What This Company Actually Does
A plain-English read of how Google's parent company actually makes money — built directly from its SEC filings.
2026-08-18The StoryAlphabet's Last Three Years: From Ad Company to AI Infrastructure Bet
How Alphabet's quarterly capital spending went from $8 billion to $44.9 billion in three years — and how management's tone never once wavered, even through a first-ever negative free-cash-flow quarter.
2026-08-18Reverse DCFWhat GOOGL's Stock Price Is Really Betting On
Reverse-engineering the growth rate Alphabet's share price already assumes — and comparing it with the company's actual growth record.
2026-08-18The StoryMeta's Last Three Years: From 'Year of Efficiency' to an Ever-Bigger AI Bet
How Meta moved from cost-cutting to raising its AI capex guidance every quarter — and to "superintelligence" language that briefly vanished, then came back.
2026-08-18Company SnapshotMicrosoft (MSFT): What This Company Actually Does
A plain-English read of Microsoft's business model — from Office subscriptions to Azure cloud services — built directly from its SEC filings.
2026-08-17The StoryApple's Last Three Years: A Broken AI Promise, a Regulatory Reckoning, and a Comeback
How Apple got caught between a Siri promise it couldn't keep on time and a wave of regulatory losses in 2024–2025 — then clawed back both its numbers and its tone by mid-2026.
2026-08-17Company SnapshotApple (AAPL): What This Company Actually Does
A plain-English read of Apple's business model — the iPhone-to-subscription flywheel — built directly from its SEC filings.
2026-08-17Reverse DCFWhat AAPL's Stock Price Is Really Betting On
Reverse-engineering the growth rate Apple's share price already assumes — and comparing it with what the company has actually delivered.
2026-08-17The StoryMicrosoft's Last Three Years: Betting Bigger Even While Admitting It Can't Keep Up
Microsoft spent three straight years telling investors AI cloud demand was outrunning its capacity — and beat its own Azure growth targets in nine of eleven quarters anyway.
2026-08-17Reverse DCFWhat MSFT's Stock Price Is Really Betting On
Reverse-engineering the growth rate Microsoft's share price already assumes — and comparing it with the company's actual free cash flow record.
2026-08-17