Public Comps (Page 3)

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

Elastic Q1 FY2021 Analysis

Elastic Q1 Fy2021 Earnings Analysis from a developer's perspective

S-1 Teardown

Snowflake S-1 & IPO - Teardown

Overview of Snowflake's S-1 & IPO. We review Snowflake's product, market, competitive landscape and benchmark the company's key SaaS metrics

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

SaaS Metrics

How to forecast SaaS revenue better than the analysts

Using an 85% growth persistence estimate for revenue produces more accurate results than the analyst estimates.

#BlackLivesMatter

We stand in solidarity with the Black Lives Matter movement. The brutal and unjust murders of George Floyd, Breonna Taylor, Ahmaud Arbery are among countless others that happened before them and that continue to happen everyday in the US. These deaths are cruel, unnecessary, and unjustified. History teaches us that

SaaS Metrics

Sample Public Comps - Weekly Dashboard 3/20/2020

Here's a sample of the weekly dashboard we send our paying customers at Public Comps.

Earnings Teardown

Crowdstrike Q4'FY2020 Earnings - Teardown

Crowdstrike posted its Q4'FY2020 earnings ending January 31st, 2020. We go through the key metrics using Public Comps to benchmark Crowdstrike's performance.

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.

SaaS Metrics

SaaS continues to get hit due to COVID-19 concerns. Here's why.

SaaS multiples are down 30% in the last month. We discuss why COVID-19 affects SaaS businesses.

Earnings Teardown

Zoom Q4'19 Earnings Teardown

Zoom is up almost 100% YTD in March 2020. The company announced its Q4'19 earnings ending

Earnings Teardown

Slack Q4'FY20 Earnings Teardown

Slack posted its Q4 FY2020 earnings and the shares went down almost 20%. We dive into the earnings results.

Marketmaps

Top 5 SaaS Tools Every Startup Should Use in 2020

We're a two person SaaS start up that's growing quickly and we pay for 25+ different SaaS tools. Here's our top 5 favorite tools that we can't live without.

Public Comps - Sample Weekly Dashboard 2/28/2020

For our paying customers, we send out weekly dashboards of what EV/NTM SaaS multiples are, what are best in class metrics, and analysis on earnings & IPOs.