Latest ideas and analyses related to infrastructure software

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Software

+31 pts



ALTERYX, INC. (AYX-NYSE): Clouds in View at a Mile High; Early User Conference Takeaways

By Thomasidea on May 18, 2022, 1 a.m.
Tagged topics: infrastructure software

Views: 7, Votes: 2, Responses: 0, Attachments: 1
DDOG

+1 pts



Great company with amazing SaaS metrics. Looking for a pullback for entry....

By haroldw on Nov. 17, 2021, 5:27 p.m.
Tagged topics: infrastructure software , TAM expansion , deep dive

Views: 1, Votes: 1, Responses: 0, Attachments: 0
DDOG

+44 pts



$DDOG - significant runway for growth ahead as portfolio adoption broadens and product innovation accelerates

By mooreideas on Nov. 16, 2021, 9:33 a.m.
Tagged topics: infrastructure software , TAM expansion , deep dive

Views: 159, Votes: 6, Responses: 1, Attachments: 1
DDOG

+1 pts



Thanks!...

By nabegh on Oct. 30, 2021, 10:09 p.m.
Tagged topics: infrastructure software , TAM expansion , secular growth

Views: 1, Votes: 1, Responses: 0, Attachments: 0
DDOG

+42 pts



$DDOG - accelerated innovation

By bbern3 on Oct. 28, 2021, 7:39 p.m.
Tagged topics: infrastructure software , TAM expansion , secular growth

Views: 66, Votes: 4, Responses: 1, Attachments: 1
DDOG , PLTR , CTXS , DT

+61 pts



$DDOG is Jefferies top pick for infrastructure software into earnings, but also bullish on $PLTR and $CTXS

By bbern3 on Oct. 26, 2021, 11:21 a.m.
Tagged topics: infrastructure software , earnings preview , analyst top pick

Views: 439, Votes: 18, Responses: 0, Attachments: 2
CRM , WDAY

+32 pts



Application SaaS players are Amazon-proof

By ethonomics on Dec. 17, 2019, 11:35 a.m.
Tagged topics: cloud hyperscalers , infrastructure software , Amazon-proof

Views: 206, Votes: 2, Responses: 0, Attachments: 0
HPE , IBM , CSCO , DELL , VMW

+40 pts



The losers are mostly in hardware and infrastructure software

By phenphen on Dec. 17, 2019, 11:23 a.m.
Tagged topics: cloud hyperscalers , Red Hat , hardware , infrastructure software , application software , EMC , BMC , Terradata

Views: 128, Votes: 4, Responses: 1, Attachments: 0