Cutting Edge Tech at Absolutely No Cost to You
Given that the bulk of the value in tech is driven by research and development spending, we are baffled by the fact that accounting conventions and current reporting practices allow companies to effectively erase the bulk of R&D costs from their earnings. We explore the two main ways companies do this by taking a close look at the R&D spending of the major security software players including $OKTA, $NET, $PANW, $CRWD, $ZS, and $FTNT.

Nathan Worden's avatar
Wow, this is very informative, thanks for diving into these examples.

@aquiba would be proud of the forensic accounting chops on display here 🙌
Conor Mac's avatar
This is fab guys, going to share this on Sunday!
Peek Behind the Numbers's avatar
@investmenttalk Thank you to Conor and Nathan! We are glad you found it helpful.