Read on Twitter
The IPO Bonanza in 1 thread.
Resources on:
- Snowflake
- Asana
- GoodRx
- Palantir
- Unity
- JFrog
- Opendoor
/thread
https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">https://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten">
Resources on:
- Snowflake
- Asana
- GoodRx
- Palantir
- Unity
- JFrog
- Opendoor
/thread
1. Snowflake
- Revenue is at ~$500M run-rate (+ 132% YoY)
- Great net dollar retention at 158%
- Margins somewhat squeezed by AWS, GCP
- Fighting against behemoths
Threadhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> https://twitter.com/mariodgabriele/status/1304467670771826688">https://twitter.com/mariodgab...
- Revenue is at ~$500M run-rate (+ 132% YoY)
- Great net dollar retention at 158%
- Margins somewhat squeezed by AWS, GCP
- Fighting against behemoths
Thread
Snowflake Discussion
For a more in-depth discussion, check out this video featuring @AnnikaSays @aashaysanghvi_ and @dlwei17. https://www.youtube.com/watch?v=mWwTlqdD5yw&t=4s&ab_channel=TheGeneralist">https://www.youtube.com/watch...
For a more in-depth discussion, check out this video featuring @AnnikaSays @aashaysanghvi_ and @dlwei17. https://www.youtube.com/watch?v=mWwTlqdD5yw&t=4s&ab_channel=TheGeneralist">https://www.youtube.com/watch...
2. Asana
- Task management software
- Founded by two ex-FB employees
- $143M in revenue for FY20
- 85% YoY revenue growth
- $120M in net losses for FY20
- 86% gross margins
Threadhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> https://twitter.com/mariodgabriele/status/1307011497575559174">https://twitter.com/mariodgab...
- Task management software
- Founded by two ex-FB employees
- $143M in revenue for FY20
- 85% YoY revenue growth
- $120M in net losses for FY20
- 86% gross margins
Thread
Asana Discussion
Another great convo I was lucky to be a part of. @BUSlNESSBARISTA @Stewbradley @pranc_ and @nanduanilal broke down the productivity space. https://www.youtube.com/watch?v=w7xBOX-l-gk&t=3s&ab_channel=TheGeneralist">https://www.youtube.com/watch...
Another great convo I was lucky to be a part of. @BUSlNESSBARISTA @Stewbradley @pranc_ and @nanduanilal broke down the productivity space. https://www.youtube.com/watch?v=w7xBOX-l-gk&t=3s&ab_channel=TheGeneralist">https://www.youtube.com/watch...
3. GoodRx
Awesome thread from @DrugChannels https://twitter.com/DrugChannels/status/1299558759057051653">https://twitter.com/DrugChann...
Awesome thread from @DrugChannels https://twitter.com/DrugChannels/status/1299558759057051653">https://twitter.com/DrugChann...
4. Palantir
- Founded in 2003
- Revenue run rate of $962M
- Growth of 49% in first half of 2020
- Lost $580M in 2019
- Founders maintaining strict control
Threadhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> https://twitter.com/mariodgabriele/status/1306282695308324864">https://twitter.com/mariodgab...
- Founded in 2003
- Revenue run rate of $962M
- Growth of 49% in first half of 2020
- Lost $580M in 2019
- Founders maintaining strict control
Thread
Palantir Discussion
A bit of a controversial one, as you can see by the comments. @laureltouby @cm_brown90 @daveambrose @dburben, and Matt F dug into the ethical dilemma. https://www.youtube.com/watch?v=wdATsxrVdtg&t=15s&ab_channel=TheGeneralist">https://www.youtube.com/watch...
A bit of a controversial one, as you can see by the comments. @laureltouby @cm_brown90 @daveambrose @dburben, and Matt F dug into the ethical dilemma. https://www.youtube.com/watch?v=wdATsxrVdtg&t=15s&ab_channel=TheGeneralist">https://www.youtube.com/watch...
5. Unity
- The engine that powers +50% of the world& #39;s games
- Revenue of $541M in & #39;19, up 42% YoY
- Land and expand is working
- Not profitable
- Formidable rival in Epic
Threadhttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇" title="Rückhand Zeigefinger nach unten" aria-label="Emoji: Rückhand Zeigefinger nach unten"> https://twitter.com/mariodgabriele/status/1303405171834335232">https://twitter.com/mariodgab...
- The engine that powers +50% of the world& #39;s games
- Revenue of $541M in & #39;19, up 42% YoY
- Land and expand is working
- Not profitable
- Formidable rival in Epic
Thread
Unity Discussion
For a deeper riff on the metaverse, check out the conversation between @patrick_oshag, @daveambrose, @itsmeeraclark, @adam_keesling, and @packyM. https://www.youtube.com/watch?v=XipbkL3ks3c&t=4s&ab_channel=TheGeneralist">https://www.youtube.com/watch...
For a deeper riff on the metaverse, check out the conversation between @patrick_oshag, @daveambrose, @itsmeeraclark, @adam_keesling, and @packyM. https://www.youtube.com/watch?v=XipbkL3ks3c&t=4s&ab_channel=TheGeneralist">https://www.youtube.com/watch...
6. JFrog
Haven& #39;t found in thread form, but nice summary write-up from @jaminball. Great source for SaaS analysis. https://twitter.com/jaminball/status/1298024788221452288">https://twitter.com/jaminball...
Haven& #39;t found in thread form, but nice summary write-up from @jaminball. Great source for SaaS analysis. https://twitter.com/jaminball/status/1298024788221452288">https://twitter.com/jaminball...
7. Opendoor
As usual, great report from @packyM. Now we just gotta get him to do a thread ;) https://twitter.com/packyM/status/1308030191663448064">https://twitter.com/packyM/st...
As usual, great report from @packyM. Now we just gotta get him to do a thread ;) https://twitter.com/packyM/status/1308030191663448064">https://twitter.com/packyM/st...
What resources should have been in here?
Who else is writing great Twitter-native analysis?
Would love to learn about them.
Who else is writing great Twitter-native analysis?
Would love to learn about them.
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But if you have space for more than one, you might like The Generalist. https://www.readthegeneralist.com/ ">https://www.readthegeneralist.com/">...
But if you have space for more than one, you might like The Generalist. https://www.readthegeneralist.com/ ">https://www.readthegeneralist.com/">...
