ADC Therapeutics SA (ADCT)
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Zscaler: the zero-trust growth story still has to turn into clean GAAP profit
Zscaler reported FY2025 revenue of $2.7 billion and Q2 FY2026 revenue of $815.8 million. The thesis depends on zero-trust demand, large-customer expansion, billings quality, operating leverage, stock compensation and cash conversion.
OpenZenaTech, Inc.: the filing proof gates that matter now
ZenaTech, Inc. has an official-source baseline, but the report keeps the decision focused on filings: revenue quality, operating income, cash conversion, balance-sheet risk and the next update.
OpenADC Therapeutics: the lymphoma readout trying to beat the royalty wall
ADCT already sells ZYNLONTA, but the story is not solved by having revenue. The next question is whether the 2026 lymphoma data can widen the drug's role before cash burn, royalties, debt, and dilution take the lead.
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