Zukin's Next Week Today 6/26/2026

研报英文原文证据摘录

Zukin's Next Week Today 6/26/2026

Enterprise Software

Security Software

Vertical Software

Zukin's Next Week Today 6/26/2026 June 26, 2026

The Wolfe Byte

Our weekly newsletter covering all things SaaS, including stock calls, public and

private news, analyst day recaps, valuation trends, and more. Read this to be ready

for the week ahead! Alex Zukin

azukin@wolferesearch.com

(415) 878-6420

View Alex’s Research

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Cant Stop, Wont Stop. With full weeks feeling like a rarity during the summer months

Joshua Tilton, CFA

the team took full advantage of the last five days, which were jam packed with more JTilton@wolferesearch.com

marketing, more conferences, and more fire dinners. As 2Q comes to an end the vibes (415) 878-6430

View Joshua’s Researchfrom investor meetings remain fragile but unchanged as conviction continues to be

slim in software everywhere outside of infrastructure/consumption and security. Arsenije Matovic

On the former we remain long and strong DDOG, TWLO, SNOW, and MDB as we amatovic@wolferesearch.com(646) 582-9334

think we are still early in what we expect to be a very durable agentic growth story.

Patrick O'Neill

On the latter, we hosted the CF-Joe of the hottest private vendor in the sector, Cyera, poneill@wolferesearch.com

for an epic dinner with investors where we spent time understanding why this growth (415) 878-6422

story is so special, and we walk away confident that Mythos is the ghost we were all Ivan Radojicic

expecting and is driving incremental spending on cybersecurity that we expect to iradojicic@wolferesearch.com

be captured in the public markets by PANW and CRWD. Sticking with data security,

news broke that VRNS could be for sale and while nothing has been confirmed,