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Latest ideas and analyses related to SaaS
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
Cybersecurity segment is growing at CAGR 70+. CRWD has the moats on customer acquisition and strong NRR north of 120%. Falcon portfolio of products being...
Latest ideas and analyses related to SaaS
+30 pts
$TWLO A Mixed Message Quarter
By realmomobags on Aug. 5, 2022, 6:31 a.m.
Tagged topics: earnings results , SaaS
Views: 2, Votes: 1, Responses: 0, Attachments: 1
+1 pts
THANKS!...
By grinch123.yjy on July 14, 2022, 9:51 p.m.
Tagged topics: analyst lowers estimates , SaaS
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+38 pts
2Q22 SaaS Preview - Reducing Estimates With Signs Of A Slowdown
By mooreideas on July 14, 2022, 10:17 a.m.
Tagged topics: analyst lowers estimates , SaaS
Views: 26, Votes: 5, Responses: 1, Attachments: 1
+33 pts
$ADBE Beyond Seasonality – Expecting Structurally Slower EPS Growth Ahead; Downgrade to Equalweight
By realmomobags on June 22, 2022, 8:53 a.m.
Tagged topics: software , SaaS
Views: 12, Votes: 2, Responses: 0, Attachments: 1
+38 pts
$SNOW 2022 Investor Day: Broadening the Platform, Broadening the Opportunity
By realmomobags on June 15, 2022, 7:01 a.m.
Tagged topics: software , SaaS
Views: 29, Votes: 5, Responses: 0, Attachments: 1
+47 pts
Software: What's New in the New Stack? Feedback on Our Deep-dive Report into Consumption Models
By realmomobags on June 15, 2022, 2:23 a.m.
Tagged topics: software , cloud , SaaS
Views: 42, Votes: 9, Responses: 0, Attachments: 1
+10 pts
Cybersecurity segment is growing at CAGR 70+. CRWD has the moats on customer acquisition and strong NRR north of 120%. Falcon portfolio of products being...
By Previous_Answer_9660 on June 14, 2022, 4 a.m.
Tagged topics: earnings results , security software , SaaS
Views: 3, Votes: 1, Responses: 0, Attachments: 0
+35 pts
$DOCU 1Q23 Results: Storm Continues to Form
By realmomobags on June 10, 2022, 4:20 a.m.
Tagged topics: earnings results , SaaS
Views: 14, Votes: 3, Responses: 0, Attachments: 1
+33 pts
$SMAR 1Q23 Results – Fuel for the Bullish and Bearish Narratives
By realmomobags on June 8, 2022, 5:40 a.m.
Tagged topics: earnings results , SaaS
Views: 14, Votes: 4, Responses: 0, Attachments: 1
+1 pts
thanks realmomobags!...
By tvalerttelegram on June 7, 2022, 11:35 a.m.
Tagged topics: earnings results , SaaS
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+1 pts
thx...
By DrogLukaku on June 7, 2022, 6:35 a.m.
Tagged topics: earnings results , SaaS
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+38 pts
$COUP 1Q23 Results — The Forgotten 'Rule of 40' Operator?
By realmomobags on June 7, 2022, 3:54 a.m.
Tagged topics: earnings results , SaaS
Views: 20, Votes: 4, Responses: 2, Attachments: 1
+38 pts
$CRWD 1Q23 Results – Sustaining Strong Topline and FCF Growth
By realmomobags on June 3, 2022, 2:57 a.m.
Tagged topics: earnings results , security software , SaaS
Views: 19, Votes: 3, Responses: 1, Attachments: 1
+32 pts
$ASAN 1Q23 Results: Q1 Puts & Takes, But Little Change to FY23
By realmomobags on June 3, 2022, 2:55 a.m.
Tagged topics: earnings results , SaaS
Views: 11, Votes: 3, Responses: 0, Attachments: 1
+36 pts
$MDB 1Q23 Results: Setting Up for Success on the Back of a Strong Q1 and a Prudent FY23 Outlook
By realmomobags on June 2, 2022, 2:15 a.m.
Tagged topics: earnings results , SaaS
Views: 19, Votes: 6, Responses: 0, Attachments: 1
+35 pts
$PATH 1Q23 Results – Fundamentals Finding a New Glide Path?
By realmomobags on June 2, 2022, 2:12 a.m.
Tagged topics: earnings results , SaaS
Views: 23, Votes: 3, Responses: 0, Attachments: 1
+56 pts
$VEEV 1Q23 Results – Investing in the Foundations of a Durable Growth Franchise
By realmomobags on June 2, 2022, 2:09 a.m.
Tagged topics: earnings results , software , SaaS
Views: 22, Votes: 4, Responses: 0, Attachments: 1
+34 pts
$CRM Q1 Results – Making the Case for Defensible FCF Growth
By realmomobags on June 1, 2022, 3:46 a.m.
Tagged topics: earnings results , software , SaaS
Views: 19, Votes: 2, Responses: 0, Attachments: 1
+31 pts
$WDAY 1Q23 Results – Bad Time for a Messy Print
By realmomobags on May 27, 2022, 1:23 a.m.
Tagged topics: earnings results , SaaS
Views: 14, Votes: 2, Responses: 0, Attachments: 1
+41 pts
$SNOW 1Q23 Results – How I Learned to Stop Worrying and Love Consumption Models
By realmomobags on May 26, 2022, 2:55 a.m.
Tagged topics: earnings results , SaaS
Views: 28, Votes: 6, Responses: 0, Attachments: 1