Earnings Teardown Weekly Dashboard 12/18/2020: Coupa Software Q3 Earnings Teardown We break down COUP's Q3FY21 earnings.
Weekly Dashboard 11/20/2020: Cloudflare Q3 2020 earnings ๐ Public Comps Customers ๐Vaccine 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 ๐ Public Comps Customers ๐What a week โ 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) ๐ Public Comps Customers ๐1๏ธโฃ SaaS Stock Prices vs. Benchmarks ๐Change 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