The tweet was deleted by the author.
But we saved everything 🙂.
Mark Roussin, founder / senior portfolio manager at Roussin Capital Management, analyzes the recent earnings from cybersecurity company ZS. ZS reported earnings per share of $1.08 and revenue of $850 million, both exceeding expectations. However, he highlights that the company’s current quarter revenue guidance of $875 million to $878 million was lower than anticipated, raising investor concerns.
Roussin previously observed that CrowdStrike reached a record high shortly after concerns about AI competition. He also reported on PLTR shares falling 23% this year despite significant revenue growth and a raised outlook. The latest ZS results continue his focus on key earnings drivers in the tech sector.