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The Ithaka Group Q3 2026 Portfolio Review
CrowdStrike generates revenue primarily through tiered, module-based software subscriptions, offering flexible consumption models like Falcon Flex, while increasingly diversifying its revenues through professional incident response services, managed security operations, and AI-driven threat intelligence. Microsoft's stock gapped up ~16% on its earnings announcement that showed accelerating Azure and Microsoft 365 revenue growth. Credo pioneered Active Electrical Cables (AECs), embedding its low-power digital signal processor technology inside copper cables to deliver superior signal integrity over longer distances, at a fraction of the cost, power, and failure rates as optical solutions.
CrowdStrike generates revenue primarily through tiered, module-based software subscriptions, offering flexible consumption models like Falcon Flex, while increasingly diversifying its revenues through professional incident response services, managed security operations, and AI-driven threat intelligence. Microsoft's stock gapped up ~16% on its earnings announcement that showed accelerating Azure and Microsoft 365 revenue growth. Credo pioneered Active Electrical Cables (AECs), embedding its low-power digital signal processor technology inside copper cables to deliver superior signal integrity over longer distances, at a fraction of the cost, power, and failure rates as optical solutions.
- #MSFT