Find research, discussions, posts, companies, and topics.
Search uses Goglides API results from the projection-backed discovery index. Private, draft, hidden, unpublished, and admin-only content stays out of public results.
Rubrik reported FY2026 revenue of $1.3 billion, FY2026 operating cash flow of $282.9 million, a FY2026 net loss of $348.8 million and $380.2 million of cash. The thesis depends on subscription durability, data security demand, operating leverage, cash conversi
CrowdStrike is a premium cybersecurity platform with strong ARR and cash-flow evidence, but the sharper risk is valuation-liquidity sensitivity around catalysts, not a proven hidden lock-up squeeze.
Aeries has turned fiscal 2026 adjusted EBITDA positive and sells an AI-enabled GCC model to private-equity and middle-market clients, but the latest filings also show going-concern doubt, Nasdaq delisting proceedings, FPA obligations and control weaknesses.
Accenture has record Q2 bookings, $5.9 billion of FY2025 generative AI bookings, and elite cash conversion. The decision point is whether AI and managed services can outrun selective consulting demand, U.S. federal pressure, and the cost of reshaping an almost
AECOM has record backlog, rising net service revenue, raised FY2026 earnings guidance, a shareholder-return machine, and a bold AI/advisory margin story. The pressure point is less glamorous: Q2 fiscal 2026 free cash flow was negative because collections and c