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SEC filings, financial facts, source resources, and Goglides workspace context for Science Applications International Corporation.
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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
OpenSAIC reported FY2026 revenue of $7.26 billion, operating income of $521 million, operating cash flow of $609 million and $182 million of cash. The thesis depends on federal budget durability, recompete execution, margin quality, cash conversion and leverage di
OpenA Microsoft five-year double thesis focused on Azure AI demand, Copilot monetization, enterprise distribution, capital intensity, and regulatory risk.
OpenA Coverage Bootstrap Microsoft company evaluation covering Azure, Microsoft 365, Copilot, AI capex, enterprise distribution, security, gaming, regulation, and valuation setup.
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