A collection of 8 posts
Year-in-review of 2021.
We break down Unity's largest ever acquisition of Weta Digital for $1.63B, and what it means for Unity's future.
We break down a variant perception of Zoom $ZM in the shadow of the Five9 acquisition fallout.
Update on the current state of B2B SaaS and Snowflake Q2 FY22 earnings teardown.
Public Comps Dashboard 8/22 and analysis on Marqeta Q2 '21 Earnings
Public Comps Dashboard 8/11/2021 and breakdown of Unity Software (U) Q2'21.
Public Comps Dashboard 8/4 and analysis on Square + Afterpay acquisition
Public Comps Dashboard 7/25/2021 and analysis of Zoom + Five9 acquisition