Mark Pacitti

Mark Pacitti

CrowdStrike: Best Quarter Ever, So Why Is Nobody Celebrating?

CrowdStrike: Best Quarter Ever, So Why Is Nobody Celebrating?

We are launching primary research to determine whether enterprise CISOs and CTOs view CrowdStrike's platform consolidation story as structurally intact or whether AI-native security tools and hyperscaler competition are beginning to erode spending commitments at the account level.

Mark Pacitti
Mark Pacitti
· 10 min read
Maersk and Hapag-Lloyd: Windfall or Trap?

Maersk and Hapag-Lloyd: Windfall or Trap?

We are launching primary research to determine whether the Strait of Hormuz closure delivers a sustainable freight rate tailwind for Maersk and Hapag-Lloyd, or whether rising costs, stranded assets, and demand destruction offset the headline rate surge.

Mark Pacitti
Mark Pacitti
· 11 min read
Walmart: Whose Recovery Is This?

Walmart: Whose Recovery Is This?

We are launching primary research to determine whether Walmart's consumer momentum is broad-based and durable, or increasingly dependent on a narrow affluent cohort whose trade-down behaviour may prove temporary.

Mark Pacitti
Mark Pacitti
· 12 min read
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