Welcome to the Estimize earnings season preview call covering enterprise technology. For this podcast we welcome back stand out analysts and previous guests Sean Udall and Rob DeFrancesco.

Sean Udall finished 4th overall in our Summer 2014 Points Per Estimate rankings and Rob DeFrancesco also made an appearance on our summer leaderboard coming in 3rd in the Consumer Discretionary sector.

Sean is a full time trader who is also the Founder and Author of the TechStrat Report. Rob also runs an independent research service, he is the Editor of the Tech-Stock Prospector which he has been running for over 10 years.

Sean and Rob both contributed a ton of valuable information about the enterprise technology sector and we appreciate them taking the time to share their research with our community.

On the call we preview earnings from Tableau (DATA), Arista Networks (ANET),Splunk (SPLK), Veeva Systems (VEEV), Workday (WDAY), and ServiceNow (NOW).

Our major theme and highlight of the call is the huge quarter expected in cyber security.

Sean and Rob breakdown what’s driving high earnings estimates in that space from FireEye (FEYE), Imperva (IMPV), and Fortinet (FTNT).