SaaS Metrics Public Comps: Contextualizing SaaS Markets SaaS multiples have contracted 32% as quantitative tightening accelerates. We contextualize it in this piece.
Business Teardown Upstart (UPST) Business & Q3'21 Earnings Teardown A deep dive on Upstart and why investors have wrangled the business.
Earnings Teardown Public Comps Dashboard 11/14/2021: Unity ($U) + Weta Digital We break down Unity's largest ever acquisition of Weta Digital for $1.63B, and what it means for Unity's future.
Newsletter Public Comps Dashboard 10/17/2021: Zoom's Post-Five9 Fallout We break down a variant perception of Zoom $ZM in the shadow of the Five9 acquisition fallout.
Business Teardown The Bear Case for Palantir in 2021 A deep dive on the current state of Palantir and the dangers of its business in 2021.
S-1 Teardown Amplitude S-1 & IPO Teardown We summarize Amplitude's S-1 across its product, key business metrics, competition, and valuation.
Newsletter Public Comps Dashboard 8/29/2021: B2B SaaS Update + Snowflake (SNOW) Q2 FY2022 Earnings Update on the current state of B2B SaaS and Snowflake Q2 FY22 earnings teardown.
Newsletter Public Comps Weekly Dashboard 8/11/21: Unity (U) Q2 2021 Public Comps Dashboard 8/11/2021 and breakdown of Unity Software (U) Q2'21.
Earnings Teardown Unity (U) Q1 2021 Earnings Teardown + Q2 Predictions Unity is one of the oldest yet fastest growing software companies out there. We break down Unity's business and Q1 2021 Earnings.
