👋 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

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

“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)

Crowdstrike (CRWD) Q4FY21 Earnings Teardown.

Workday Q4 FY21 Earnings.

Hubspot Q4 2020 earnings teardown.

Atlassian's Q2 fiscal year 2021 earnings

We break down COUP's Q3FY21 earnings.

CRWD Q3FY21 teardown.

We break down Okta's Q2 Earnings.

We break down BIGC's Q2FY21 Earnings

We break down ZM's Q2FY21 Earnings

Crowdstrike posted its Q2'FY2021 earnings ending July 31, 2020. We go through the key metrics using Public Comps to benchmark Crowdstrike's performance.

Weekly Dashboard and BILL Q4FY20 earnings teardown

ZoomInfo Q2 earnings teardown and breaking down Coupa Software