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
Earnings Teardown Weekly Dashboard 12/18/2020: Coupa Software Q3 Earnings Teardown We break down COUP's Q3FY21 earnings.
Earnings Teardown Public Comps Weekly Dashboard 9/18/2020: OKTA Q2 Earnings Teardown & new SaaS benchmarking matrix! We break down Okta's Q2 Earnings.
Earnings Teardown Public Comps Weekly Dashboard 9/11/2020: BIGC Earnings & Asana teardown We break down BIGC's Q2FY21 Earnings
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
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
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.
