Investment Memos BigCommerce $BIGC Investment Note BigCommerce $BIGC is poised to become one of the leading e-commerce platforms for middle-market and enterprise companies. We outline the investment thesis for BigCommerce and analyze the key metrics, market, competition, and valuation.
Earnings Teardown Weekly Dashboard 10/5/2021: Crowdstrike Q2 FY22 Earnings Teardown Crowdstrike $CRWD Q2 FY22 Earnings TeardownHistorical Financials | Press Release | Earnings Transcript | Earnings Presentation | Q1 FY22 Earnings Teardown Financial Highlights:$337.7M revenue (+70% YoY)$150.6M net new ARR$1.34B ending ARR (+70% YoY)$35.3M Non-GAAP operating income (10.4% margin)$73.6M FCF (21% margin)13,080
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S-1 Teardown Confluent S-1 & IPO Teardown Confluent $CFLT is one of the most successful enterprise-focused open-source companies that follows the path trail blazed in recent years by Elastic and MongoDB. We summarize the S-1 filing and walk through Confluent’s story, key metrics, product, market, competition, and valuation.
Weekly Dashboard 6/18/2021: Crowdstrike Q1 FY22 Earnings Teardown & Squarespace S-1 Crowdstrike ($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
Earnings Teardown Weekly Dashboard (5/27/21): Marqeta, Coinbase, Monday.com IPOs 👋 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
