2020 year in review.
We break down COUP's Q3FY21 earnings.
CRWD Q3FY21 teardown.
We break down Anaplan's Q3 FY21 update.
👋 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
👋 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.
👋 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:
We break down Five9, a leader in cloud contact center solutions.
We break down Okta's Q2 Earnings.
We break down BIGC's Q2FY21 Earnings
Breaking down Asana's S-1 ahead of it going public on Sept 30, 2020
We break down ZM's Q2FY21 Earnings
Crowdstrike posted its Q2'FY2021 earnings ending July 31, 2020. We go through the key metrics using Public Comps to benchmark Crowdstrike's performance.
Weekly Dashboard and BILL Q4FY20 earnings teardown
We break down API's first public quarter
ZoomInfo Q2 earnings teardown and breaking down Coupa Software
We break down FSLY's Q2 Earnings
Anaplan: a resilient, mission-critical, recurring revenue B2B software company pioneering the future of connected planning.
Investment memo and predictions for Twilio in 2020