The WisdomTree Cloud Computing ETF (WCLD) is a passively managed fund tracking the BVP NASDAQ Emerging Cloud Index with a 0.45% expense ratio. The fund has gained 23.02% year-to-date and holds approximately 67 companies with heavy exposure to Information Technology (90.8%). Top holdings include Okta, CrowdStrike, and Netskope. The ETF carries a Zacks Rank of 3 (Hold) and is compared to alternative cloud computing ETFs like Global X Cloud Computing ETF (CLOU) and First Trust Cloud Computing ETF (SKYY).

Netskope reported Q2 fiscal 2027 revenue of $220.5 million, up 29% YoY and exceeding guidance, with ARR reaching $899 million. The company raised full-year guidance to $888-$892 million (26% growth) driven by strong AI Security adoption, sales force maturation, and improved profitability metrics. Shares have gained 24.5% in the past month, outperforming the S&P 500.

SASE OpsLab Ltd, a software-driven SASE automation and orchestration platform company based in London, announced the appointment of Franck Burtin as Chief Revenue Officer. With over 30 years of IT and cybersecurity experience, Burtin will lead global commercial expansion, accelerate adoption of the OpsKit catalog, and drive sales strategy in major international markets. The appointment comes as enterprises transitioning to cloud-based SASE infrastructure face increasing operational complexity.

SASE OpsLab Ltd, a software-driven SASE automation and orchestration platform company, announced the appointment of cybersecurity veteran Franck Burtin as Chief Revenue Officer. Burtin, with over 30 years of IT and cybersecurity experience, will lead global business expansion, accelerate OpsKit catalog adoption, and drive sales strategy in key international markets. The appointment reflects strong business momentum as organizations transition from on-premises infrastructure to cloud-native SASE models.

Netskope stock plummeted 19.1% despite beating earnings expectations in Q1 2027, with sales of $201.6M (vs. $198.2M forecast) and a loss of $0.06 per share (vs. $0.07 forecast). However, the company's free cash flow turned negative at -$57.2M, a significant deterioration from positive cash flow a year ago, raising investor concerns about sustainability despite 28% year-over-year sales growth.

Options markets are pricing significant implied moves between 15.92% and 21.71% across 10 stocks reporting this week, spanning AI infrastructure suppliers, nuclear power, cybersecurity, and consumer staples. The largest moves are expected for Netskope (21.71%), Brown-Forman (20.51%), and Planet Labs (18.95%), with major mega-cap companies like Broadcom, CrowdStrike, and Palo Alto Networks also reporting amid continued AI infrastructure demand.

Hedge fund Sapphire Ventures disclosed a new stake in Netskope, purchasing 5.7 million shares valued at $70.4 million in Q1 2026, making it the fund's top holding at 48.43% of assets. The investment comes as Netskope shares have declined significantly from their $19 IPO price to $11.24, presenting an attractive valuation opportunity despite the company's $679 million net loss.

Johnson Fistel, PLLC is investigating Netskope, Inc. following the company's announcement of a GAAP operating loss of $652.6 million for fiscal year 2026, more than double the prior year's $255.7 million loss, despite continued revenue growth. The law firm is examining whether Netskope's executive officers complied with federal securities laws and is seeking investors who suffered losses to join the investigation.

HMG Strategy announces its 18th Annual Silicon Valley Global Innovation Summit on March 10, 2026, bringing together C-level technology leaders to discuss AI, innovation, and iconic leadership. The summit features keynote speakers from major companies and focuses on topics including CEO-level leadership, data-driven business performance, and cybersecurity innovation.

Netskope announced NewEdge AI Fast Path, a set of capabilities designed to optimize network paths to AI destinations while maintaining security. The solution addresses the performance-security trade-off challenge enterprises face when adopting AI, leveraging Netskope's carrier-grade private cloud infrastructure with 120+ data centers and 11,000+ network adjacencies to major AI providers.

Netskope announced Netskope One Data Lineage, a new platform capability that provides visibility and analytics to track data provenance across its lifecycle. The solution enables organizations to monitor sensitive data movement, support AI governance, maintain compliance audit trails, and detect insider threats. The feature is currently in preview with general availability expected in H1 2026.

Netskope research reveals that only 38% of IT infrastructure leaders believe their current systems can handle AI demands, with 80% reporting increased expectations from senior leadership. The study highlights significant misalignment between IT teams and C-suite executives, with 63% of I&O leaders feeling disconnected from strategic decisions. Legacy infrastructure is struggling with resilience, performance, and security requirements in the AI era.