Read on Twitter
The IPO Bonanza in 1 thread.
Resources on:
- Snowflake
- Asana
- GoodRx
- Palantir
- Unity
- JFrog
- Opendoor
/thread
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
Thread https://twitter.com/mariodgabriele/status/1304467670771826688
- Revenue is at ~$500M run-rate (+ 132% YoY)
- Great net dollar retention at 158%
- Margins somewhat squeezed by AWS, GCP
- Fighting against behemoths
Thread
https://twitter.com/mariodgabriele/status/1304467670771826688
Snowflake Discussion
For a more in-depth discussion, check out this video featuring @AnnikaSays @aashaysanghvi_ and @dlwei17.
For a more in-depth discussion, check out this video featuring @AnnikaSays @aashaysanghvi_ and @dlwei17.
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
Thread https://twitter.com/mariodgabriele/status/1307011497575559174
- 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
https://twitter.com/mariodgabriele/status/1307011497575559174
Asana Discussion
Another great convo I was lucky to be a part of. @BUSlNESSBARISTA @Stewbradley @pranc_ and @nanduanilal broke down the productivity space.
Another great convo I was lucky to be a part of. @BUSlNESSBARISTA @Stewbradley @pranc_ and @nanduanilal broke down the productivity space.
3. GoodRx
Awesome thread from @DrugChannels https://twitter.com/DrugChannels/status/1299558759057051653
Awesome thread from @DrugChannels https://twitter.com/DrugChannels/status/1299558759057051653
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
Thread https://twitter.com/mariodgabriele/status/1306282695308324864
- 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
https://twitter.com/mariodgabriele/status/1306282695308324864
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.
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.
5. Unity
- The engine that powers +50% of the world's games
- Revenue of $541M in '19, up 42% YoY
- Land and expand is working
- Not profitable
- Formidable rival in Epic
Thread https://twitter.com/mariodgabriele/status/1303405171834335232
- The engine that powers +50% of the world's games
- Revenue of $541M in '19, up 42% YoY
- Land and expand is working
- Not profitable
- Formidable rival in Epic
Thread
https://twitter.com/mariodgabriele/status/1303405171834335232
Unity Discussion
For a deeper riff on the metaverse, check out the conversation between @patrick_oshag, @daveambrose, @itsmeeraclark, @adam_keesling, and @packyM.
For a deeper riff on the metaverse, check out the conversation between @patrick_oshag, @daveambrose, @itsmeeraclark, @adam_keesling, and @packyM.
6. JFrog
Haven't found in thread form, but nice summary write-up from @jaminball. Great source for SaaS analysis. https://twitter.com/jaminball/status/1298024788221452288
Haven't found in thread form, but nice summary write-up from @jaminball. Great source for SaaS analysis. https://twitter.com/jaminball/status/1298024788221452288
7. Opendoor
As usual, great report from @packyM. Now we just gotta get him to do a thread ;) https://twitter.com/packyM/status/1308030191663448064
As usual, great report from @packyM. Now we just gotta get him to do a thread ;) https://twitter.com/packyM/status/1308030191663448064
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.
If you have space for just one newsletter about tech and public markets...I recommend signing up for @kevinakwok's Kwokchain.
But if you have space for more than one, you might like The Generalist. https://www.readthegeneralist.com/
But if you have space for more than one, you might like The Generalist. https://www.readthegeneralist.com/
