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SEC filings, financial facts, source resources, and Goglides workspace context for BILL Holdings, Inc..
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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.
OpenA Tesla five-year double thesis focused on energy storage, auto margin recovery, autonomy evidence, robotics optionality, and valuation discipline.
OpenBILL has an annual revenue baseline of $1.46B, latest revenue marker of $1.22B first nine months fiscal 2026, annual net income of $24M and cash of $994.7M. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.
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