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BABA

+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
NOW , ZI

+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
NOW , ZI

+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
ADBE

+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
SNOW

+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
SNOW , DDOG

+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
CRWD

+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
DOCU

+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
SMAR

+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
COUP

+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
COUP

+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
COUP

+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
CRWD

+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
ASAN

+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
MDB

+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
PATH

+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
VEEV

+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
CRM

+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
WDAY

+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
SNOW

+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