S-1 Teardown - Public Comps

Weekly Dashboard 10/5/2021: Crowdstrike Q2 FY22 Earnings Teardown

Crowdstrike $CRWD Q2 FY22 Earnings TeardownHistorical Financials | Press Release | Earnings Transcript | Earnings Presentation | Q1 FY22 Earnings Teardown Financial Highlights:$337.7M revenue (+70% YoY)$150.6M net new ARR$1.34B ending ARR (+70% YoY)$35.3M Non-GAAP operating income (10.4% margin)$73.6M FCF (21% margin)13,080

S-1 Teardown

Amplitude S-1 & IPO Teardown

We summarize Amplitude's S-1 across its product, key business metrics, competition, and valuation.

S-1 Teardown

Confluent S-1 & IPO Teardown

Confluent $CFLT is one of the most successful enterprise-focused open-source companies that follows the path trail blazed in recent years by Elastic and MongoDB. We summarize the S-1 filing and walk through Confluent’s story, key metrics, product, market, competition, and valuation.

S-1 Teardown

UiPath S-1 & IPO Teardown

UiPath is one of the fastest-growing software companies ever. We summarize the S-1 filing and walk through Ui Path's story, key metrics, product, market, competition, and valuation.

S-1 Teardown

JFrog S-1 & IPO - Teardown 🐸

Summarize JFrog's S-1 across key business metrics, product, and market

S-1 Teardown

Asana S-1 & IPO - Teardown

Breaking down Asana's S-1 ahead of it going public on Sept 30, 2020

S-1 Teardown

Snowflake S-1 & IPO - Teardown

Overview of Snowflake's S-1 & IPO. We review Snowflake's product, market, competitive landscape and benchmark the company's key SaaS metrics

S-1 Teardown

Procore S-1 & IPO - Teardown

We go through Procore's S-1 and use Publiccomps.com data to benchmark Procore vs other high growth SaaS companies.

S-1 Teardown

Bill.com S-1 & IPO Teardown

We go through Bill.com's S-1 and benchmark the business against other high growth software companies

S-1 Teardown

Datadog IPO & S-1 Teardown

In this post, we summarize Datadog’s S-1. We benchmark Datadog’s metrics against its competitors and SaaS peers to contextualize why Datadog is such a phenomenal business.

S-1 Teardown

Slack IPO & S-1 Teardown

Slack (WORK) is going public. We benchmark Slack against the other fastest growing Public SaaS companies using our data platform from publiccomps.com.

S-1 Teardown

Crowdstrike IPO & S-1 Teardown

Crowdstrike is going public this Wednesday, June 12th. We wanted to provide a high-level summary of what Crowdstrike does in straight-forward terms and benchmark Crowdstrike against other Public Software companies. Summary of Crowdstrike📝Description (ELI5): Similar to how Salesforce transformed the CRM market by leveraging the cloud, Crowdstrike thinks of

S-1 Teardown

Zoom IPO & S-1 Teardown

Here are 5 reasons why Zoom.us is one of the top SaaS companies .