Albert Wang

24 posts published

📍 Princeton, NJ

MongoDB (MDB) Q4 2020 Earnings Teardown

Earnings Teardown

MongoDB (MDB) Q4 2020 Earnings Teardown

“I believe we will look back at 2020 as the year that put an exclamation point on the need for businesses to reinvent themselves using software and data” - Dev Ittycheria, MDB earnings call Q4 2020Summary$171M Revenue (+38% YoY)Subscription Revenue $163.9M (+39% YoY)Atlas revenue (+66% YoY)

Weekly Dashboard 3/19/2021: CRWD Q4 FY21 Earnings Teardown

Earnings Teardown

Weekly Dashboard 3/19/2021: CRWD Q4 FY21 Earnings Teardown

Crowdstrike (CRWD) Q4FY21 Earnings Teardown.

Weekly Dashboard 2/26/2021: Workday $WDAY Q4 2020 Earnings

Earnings Teardown

Weekly Dashboard 2/26/2021: Workday $WDAY Q4 2020 Earnings

Workday Q4 FY21 Earnings.

Hubspot (HUBS) Q4 2020 Earnings Teardown

Earnings Teardown

Hubspot (HUBS) Q4 2020 Earnings Teardown

Hubspot Q4 2020 earnings teardown.

Weekly Dashboard 1/29/2021: Atlassian $TEAM Q2 FY21 Earnings

Earnings Teardown

Weekly Dashboard 1/29/2021: Atlassian $TEAM Q2 FY21 Earnings

Atlassian's Q2 fiscal year 2021 earnings

Weekly Dashboard 1/1/2021: 2020 year in review, B2B SaaS edition

Weekly Dashboard 1/1/2021: 2020 year in review, B2B SaaS edition

2020 year in review.

Weekly Dashboard 12/18/2020: Coupa Software Q3 Earnings Teardown

Earnings Teardown

Weekly Dashboard 12/18/2020: Coupa Software Q3 Earnings Teardown

We break down COUP's Q3FY21 earnings.

Weekly Dashboard 12/4/2020: CRWD Q3FY21 Earnings

Earnings Teardown

Weekly Dashboard 12/4/2020: CRWD Q3FY21 Earnings

CRWD Q3FY21 teardown.

Anaplan (PLAN) Q3 FY21 Earnings Teardown

Earnings Teardown

Anaplan (PLAN) Q3 FY21 Earnings Teardown

We break down Anaplan's Q3 FY21 update.

Weekly Dashboard 11/20/2020: Cloudflare Q3 2020 earnings

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 earnings. 1️⃣ SaaS Stock Prices vs. Benchmarks 📊Change since bear market start (2/19/2020): ZM: +323.1%Top 10

Weekly Dashboard 11/6/2020: AYX Q3 2020 Earnings Teardown

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. 1️⃣ SaaS Stock Prices vs. Benchmarks 📊Change since bear market start (2/19/2020): ZM: +381%Top 10 SaaS: +115%

Weekly Dashboard 10/23/2020: Thoughts on Sumo Logic (SUMO)

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: +33%S&P 500: +2%Change in the past week: ZM: -9%Top 10 SaaS: -8% Bessemer Cloud Index

Weekly Dashboard 9/25/2020: Five9 (FIVN) Investment Memo

Investment Memos

Weekly Dashboard 9/25/2020: Five9 (FIVN) Investment Memo

We break down Five9, a leader in cloud contact center solutions.

Public Comps Weekly Dashboard 9/18/2020: OKTA Q2 Earnings Teardown & new SaaS benchmarking matrix!

Earnings Teardown

Public Comps Weekly Dashboard 9/18/2020: OKTA Q2 Earnings Teardown & new SaaS benchmarking matrix!

We break down Okta's Q2 Earnings.

Public Comps Weekly Dashboard 9/11/2020: BIGC Earnings & Asana teardown

Earnings Teardown

Public Comps Weekly Dashboard 9/11/2020: BIGC Earnings & Asana teardown

We break down BIGC's Q2FY21 Earnings

Asana S-1 & IPO - Teardown

Asana S-1 & IPO - Teardown

Breaking down Asana's S-1 ahead of it going public on Sept 30, 2020

Public Comps Weekly Dashboard 9/4/2020: Time series and ZM Q2 Earnings Teardown

Earnings Teardown

Public Comps Weekly Dashboard 9/4/2020: Time series and ZM Q2 Earnings Teardown

We break down ZM's Q2FY21 Earnings

Crowdstrike Q2'FY2021 Earnings - Teardown

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.

Public Comps Weekly Dashboard 8/28/2020: BILL & PLAN Earnings, S-1 Teardowns

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

Public Comps Weekly Dashboard 8/21/2020: Market recovery, API earnings, and investigating Payback Period

We break down API's first public quarter

Public Comps Weekly Dashboard 8/14/2020: ZoomInfo earnings teardown and Coupa Investment thesis

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

Public Comps Weekly Dashboard 8/7/2020: Fastly Q2 Earnings and how Datadog disrupted observabiility

Earnings Teardown

Public Comps Weekly Dashboard 8/7/2020: Fastly Q2 Earnings and how Datadog disrupted observabiility

We break down FSLY's Q2 Earnings

Investment Memo and Q4 Earnings Teardown for Anaplan

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.

Investment Memo and Predictions for Twilio in 2020

Investment Memo and Predictions for Twilio in 2020

Investment memo and predictions for Twilio in 2020