Insights on SaaS Businesses and Markets
Hey Public Comps Family, I'm excited to announce that I’m joining Whale Rock Capital Management LLC as an analyst to focus on investing in late-stage and growth-stage private companies. Incredibly grateful to be working with Jacqueline Wibowo Kristov Paulus Alex Sacerdote and the rest of the Whale Rock team.
Crowdstrike ($CRWD) Q1FY22 EarningsHistorical Financials | Press Release | Earnings Transcript | Earnings Presentation Financial Highlights: $302.8M revenue (+70% YoY)$143.8M net new ARR$1.19B ending ARR (+74% YoY)39% FCF margin11,420 subscription clients (+82% YoY & +15% QoQ)Magic Number 1.4RPO billings growth of 79% (greater than
👋 Public Comps Customers 👋Sorry its been a few weeks since our last newsletter. Over the summer we will be more consistent! IPOs & Prospectus Watch (Marqeta, Coinbase, Monday.com)Marqeta is a card issuing and payments company that provides “a single, global, cloud-based, open API Platform for modern card issuing