Weekly Dashboard 11/20/2020: Cloudflare Q3 2020 earnings 👋 Public Comps Customers 👋Vaccine optimism complemented by worries of the pandemic worsening and devastating rural areas of the country made markets mixed this week. We break down NET's Q3 2020
Weekly Dashboard 11/6/2020: AYX Q3 2020 Earnings Teardown 👋 Public Comps Customers 👋What a week – crazy election volatility and the start of B2B SaaS earnings (which saw some great ones). This week, we break down AYX's Q3 2020 earnings.
SaaS Metrics Weekly Dashboard 10/23/2020: Thoughts on Sumo Logic (SUMO) 👋 Public Comps Customers 👋1️⃣ SaaS Stock Prices vs. Benchmarks 📊Change since bear market start (2/19/2020): ZM: +392%Top 10 SaaS: +102% Bessemer Cloud Index (EMCLOUD): +50% B2B SaaS:
Investment Memos Weekly Dashboard 9/25/2020: Five9 (FIVN) Investment Memo We break down Five9, a leader in cloud contact center solutions.
Earnings Teardown Public Comps Weekly Dashboard 9/18/2020: OKTA Q2 Earnings Teardown & new SaaS benchmarking matrix! We break down Okta's Q2 Earnings.
Earnings Teardown Public Comps Weekly Dashboard 9/11/2020: BIGC Earnings & Asana teardown We break down BIGC's Q2FY21 Earnings
S-1 Teardown Asana S-1 & IPO - Teardown Breaking down Asana's S-1 ahead of it going public on Sept 30, 2020
Earnings Teardown Public Comps Weekly Dashboard 9/4/2020: Time series and ZM Q2 Earnings Teardown We break down ZM's Q2FY21 Earnings
Earnings Teardown Crowdstrike Q2'FY2021 Earnings - Teardown Crowdstrike posted its Q2'FY2021 earnings ending July 31, 2020. We go through the key metrics using Public Comps to benchmark Crowdstrike's performance.
Earnings Teardown Public Comps Weekly Dashboard 8/28/2020: BILL & PLAN Earnings, S-1 Teardowns Weekly Dashboard and BILL Q4FY20 earnings teardown
Public Comps Weekly Dashboard 8/21/2020: Market recovery, API earnings, and investigating Payback Period We break down API's first public quarter
Earnings Teardown Public Comps Weekly Dashboard 8/14/2020: ZoomInfo earnings teardown and Coupa Investment thesis ZoomInfo Q2 earnings teardown and breaking down Coupa Software
Earnings Teardown Public Comps Weekly Dashboard 8/7/2020: Fastly Q2 Earnings and how Datadog disrupted observabiility We break down FSLY's Q2 Earnings
Earnings Teardown Investment Memo and Q4 Earnings Teardown for Anaplan Anaplan: a resilient, mission-critical, recurring revenue B2B software company pioneering the future of connected planning.
Twilio Investment Memo and Predictions for Twilio in 2020 Investment memo and predictions for Twilio in 2020
