Earnings Teardown

Public Comps Weekly Dashboard 8/7/2020: Fastly Q2 Earnings and how Datadog disrupted observabiility

👋 Public Comps Customers 👋 Hey everyone, we're moving the email newsletter back to the Public Comps blog! In this newsletter, I benchmark SaaS against public indices, take a quick look at median B2B SaaS valuations, teardown Fastly's Q2 '20 earnings, and dive into how Datadog

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.

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.