Okta’s Execution Mess
Okta, the cloud identity provider, reported earnings this week and while the results were very strong on the surface, the
Salesforce’s Best Acquisition Yet: Itself
Salesforce is the granddaddy of cloud stocks. It was the first sizeable SaaS company to go public, in 2004, and
Stripe vs. Adyen: Collision Course
Adyen reported earnings last week and the company showed its usual strong growth with processed volumes up 60 percent year-over-year
Twilio’s Margin Target: How Achievable is It?
Twilio reported Q2 earnings on August 5th and despite delivering on its promise of organic growth of at least 30
Square’s Margins, Square vs. Shopify
Square, now called Block, reported Q2 earnings last week. The company delivered solid growth, with net revenues excluding bitcoin and
Ping and SailPoint: A Look at Thoma Bravo’s Identity Rollup
Thoma Bravo is a private equity company with ~$100 billion in AUM and a strong track record investing in software
Tesla and Shopify: Integration, Modularity, and Value Capture
This is a follow-up on my recent posts on Shopify and Tesla. It occurred to me that there’s an
Shopify: A Rake Not Far Enough
Bill Gurley, a venture capitalist, once wrote a post called A Rake Too Far: Optimal Platform Pricing Strategy.
“Rake” is
Chasing Tesla: There is No Catalog
In chapter five of their book The Innovator’s Solution, Clayton Christensen and Michael Raynor wrote that managers must ask,
Netflix’s Advertising Ambitions
Consumers are feeling the pain of inflation. Yesterday, AT&T reported that its wireless customers are having trouble paying their
