Jun. 12 at 2:31 PM
Top SaaS leaders likely driving the next wave of net new ARR
$PLTR — Gov AI platform, big upside if adoption ramps
$NET — Internet infrastructure powerhouse, backbone of growth
$CRWD — AI-native cybersecurity, playing in a huge TAM
$DDOG — Cloud observability king, stickiness + expansion
$PANW — Cybersecurity platformization, enterprise moat intact
If you’re chasing growth in SaaS, this is where the tape is pointing. Eyes on execution + ARR acceleration