Earnings Teardown - Public Comps

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Earnings Teardown

A collection of 20 posts

MongoDB (MDB) Q4 2020 Earnings Teardown

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 2020Summary$171M Revenue (+38% YoY)Subscription Revenue $163.9M (+39% YoY)Atlas revenue (+66% YoY)

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

Earnings Teardown

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

Crowdstrike (CRWD) Q4FY21 Earnings Teardown.

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

Earnings Teardown

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

Workday Q4 FY21 Earnings.

Hubspot (HUBS) Q4 2020 Earnings Teardown

Earnings Teardown

Hubspot (HUBS) Q4 2020 Earnings Teardown

Hubspot Q4 2020 earnings teardown.

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

Earnings Teardown

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

Atlassian's Q2 fiscal year 2021 earnings

Okta Teardown 2020

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 marketAn overview of its competitors, both public & privateIts Q3 Financials, and where I think the stock will go

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

Earnings Teardown

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

We break down COUP's Q3FY21 earnings.

Weekly Dashboard 12/4/2020: CRWD Q3FY21 Earnings

Earnings Teardown

Weekly Dashboard 12/4/2020: CRWD Q3FY21 Earnings

CRWD Q3FY21 teardown.

Anaplan (PLAN) Q3 FY21 Earnings Teardown

Earnings Teardown

Anaplan (PLAN) Q3 FY21 Earnings Teardown

We break down Anaplan's Q3 FY21 update.

Public Comps Weekly Dashboard 9/18/2020: OKTA Q2 Earnings Teardown & new SaaS benchmarking matrix!

Earnings Teardown

Public Comps Weekly Dashboard 9/18/2020: OKTA Q2 Earnings Teardown & new SaaS benchmarking matrix!

We break down Okta's Q2 Earnings.

Public Comps Weekly Dashboard 9/11/2020: BIGC Earnings & Asana teardown

Earnings Teardown

Public Comps Weekly Dashboard 9/11/2020: BIGC Earnings & Asana teardown

We break down BIGC's Q2FY21 Earnings

Public Comps Weekly Dashboard 9/4/2020: Time series and ZM Q2 Earnings Teardown

Earnings Teardown

Public Comps Weekly Dashboard 9/4/2020: Time series and ZM Q2 Earnings Teardown

We break down ZM's Q2FY21 Earnings

Crowdstrike Q2'FY2021 Earnings - Teardown

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.

Public Comps Weekly Dashboard 8/28/2020: BILL & PLAN Earnings, S-1 Teardowns

Earnings Teardown

Public Comps Weekly Dashboard 8/28/2020: BILL & PLAN Earnings, S-1 Teardowns

Weekly Dashboard and BILL Q4FY20 earnings teardown

Public Comps Weekly Dashboard 8/14/2020: ZoomInfo earnings teardown and Coupa Investment thesis

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

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

Earnings Teardown

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

We break down FSLY's Q2 Earnings

Crowdstrike Q4'FY2020 Earnings - Teardown

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.

Investment Memo and Q4 Earnings Teardown for Anaplan

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.