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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.
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Nano Nuclear Energy has cash, a KRONOS MMR NRC review milestone, and a nuclear logistics acquisition, but investors still need revenue proof.
OpenDocuSign reported fiscal 2026 revenue of $3.22 billion, operating income of $298.6 million, net income of $309.1 million and operating cash flow of $1.17 billion. The thesis turns on growth durability, retention, product expansion and cash conversion.
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