Todd Weller (Stephens)

Focus Areas4 topics

Demand1Product Launch1Innovation & R&D1Competitive Dynamics1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History2 questions

CRWDCrowdStrike1 quarter

2026 Q1

Can you talk about what's driving that, how you think about the durability of the growth acceleration? And then related to this, there's been a lot of action in the market recently around browser s...

DemandProduct LaunchView in transcript →

ZSZscaler1 quarter

2025 Q3

When do you anticipate kinda having that full-fledged kinda next-gen next-gen SOC platform available?

Innovation & R&DCompetitive DynamicsView in transcript →