Public Comps (Page 2)

Newsletter

Public Comps Weekly Dashboard 8/22/21

Public Comps Dashboard 8/22 and analysis on Marqeta Q2 '21 Earnings

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.

Newsletter

Public Comps Weekly Dashboard 8/4/21

Public Comps Dashboard 8/4 and analysis on Square + Afterpay acquisition

Joining Whale Rock 🐳

Hey Public Comps Family, I'm excited to announce that I’m joining Whale Rock Capital Management LLC [https://www.linkedin.com/feed/#] as an analyst to focus on investing in late-stage and growth-stage private companies. Incredibly grateful to be working with Jacqueline Wibowo [https://www.linkedin.com/feed/

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.

Newsletter

Public Comps Dashboard 7/25/2021: Zoom + Five9

Public Comps Dashboard 7/25/2021 and analysis of Zoom + Five9 acquisition

Weekly Dashboard 6/18/2021: Crowdstrike Q1 FY22 Earnings Teardown & Squarespace S-1

Crowdstrike ($CRWD) Q1FY22 Earnings Historical Financials [https://www.publiccomps.com/companies/CRWD?active_tab=1] | Press Release [https://ir.crowdstrike.com/news-releases/news-release-details/crowdstrike-reports-first-quarter-fiscal-year-2022-financial] | Earnings Transcript [https://www.fool.com/earnings/call-transcripts/2021/06/03/crowdstrike-holdings-inc-crwd-q1-2022-earnings-cal/] | Earnings Presentation [https://ir.crowdstrike.com/static-files/547e5c92-3594-4eef-9dfc-9eca37b635f4] Fi

Every Startup

Top 5 Dev Tools Every Startup Should Use in 2021

Top 5 dev tools every startup should use in 2021

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

Earnings Teardown

Docusign (DOCU) Q4 2020 Earnings Teardown

This post breaks down Docusign's (DOCU) Q4 2020 earnings.

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 2020 Summary * $171M Revenue (+38% YoY) * Subscription Revenue $163.9M (+39% YoY) * Atlas revenue

S-1 Teardown

UiPath S-1 & IPO Teardown

UiPath is one of the fastest-growing software companies ever. We summarize the S-1 filing and walk through Ui Path's story, key metrics, product, market, competition, and valuation.

Earnings Teardown

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

Crowdstrike (CRWD) Q4FY21 Earnings Teardown.

Earnings Teardown

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

Workday Q4 FY21 Earnings.

Marketmaps

The Rise of Retail Investors: The Retail Investing Stack in 2021

Retail investors are here to stay. Here are the tools fueling the investing landscape and opportunities are for founders and investors in 2021.

Earnings Teardown

Hubspot (HUBS) Q4 2020 Earnings Teardown

Hubspot Q4 2020 earnings teardown.

Earnings Teardown

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

Atlassian's Q2 fiscal year 2021 earnings

Investment Memos

The Bull Case for Zoom in 2021

Why post-pandemic, Zoom will continue to grow and power the modern hybrid workforce.

Adding Stytch to our Auth0 Login

We currently use Auth0 [https://auth0.com/] as our primary authentication provider for our application because it’s very easy to add multiple ways of authentication, especially using Google, Outlook, and Okta. We did have a glaring issue: we didn’t have a way to provide logins to people that

SaaS Metrics

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

2020 year in review.

Earnings Teardown

Okta Teardown 2020

In this teardown I will go over: * What Okta does, its many products, and how it goes about acquiring users * Why I think it's positioned to keep growing & dominating its market * An overview of its competitors, both public & private * Its Q3 Financials, and where I think

Earnings Teardown

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

We break down COUP's Q3FY21 earnings.

Investment Memos

The Bull Case for Bitcoin in the 2020s - A Macro Perspective

Bull Case on Bitcoin in the 2020s from a macro investor's perspective

Earnings Teardown

Weekly Dashboard 12/4/2020: CRWD Q3FY21 Earnings

CRWD Q3FY21 teardown.