Covering what’s winning in the market, where budgets are shifting, and what buyers care about. Competitive earnings call intel that’s too messy for anyone else to gather.
Dec 23, 2025
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6 min read
The death of hourly billing and the "dirty data" trap killing your AI pitch
Dec 21, 2025
We're in the final stretch of the year and your deals just got 3 months longer
Dec 4, 2025
13 min read
Why your Q4 deals are stuck in CFO approval hell—and how flex licensing just unlocked $1.35B in ARR
Nov 27, 2025
9 min read
How $100M platform deals are killing the "best-of-breed" security stack (and why your renewal cycle just got existential)
Nov 20, 2025
14 min read
We sifted through and analyzed a bunch of earnings calls this week, here's what we found: Quantum crypto is here and is shipping today. Your software-only pitch just became obsolete.
Nov 13, 2025
11 min read
What 32 earnings calls reveal about the AI security spending surge
Nov 6, 2025
12 min read
Motorola +22% services, Rapid7's six-figure platform wins, and the end of point solutions