Every week I’ll provide updates on the latest trends in SaaS valuations, earnings announcements, and highlight any significant news. Follow along to stay up to date! Highlight of the Week - Start of Earnings Season! We’re one week into Q3 earnings season, and so far I’ve been incredibly impressed. Twilio, Five9, Blackline, Dynatrace and GCP all accelerated revenue growth. Shopify, ServiceNow, Azure, AWS all roughly maintained very impressive growth rates at massive scale. A little softness from Fastly (TikTok customer concentration and they went away), Atlassian and 8x8, but overall I’m quite impressed. The AWS / Azure / Google Cloud results continue to highlight how rosy the outlook is for cloud. Lots of attention goes to the hypergrowth earlier stage public companies, but Amazon, Google and Microsoft routinely are some of the biggest winners. Here’s how each company to report this week preformed:
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Clouded Judgement 10.30.20
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Every week I’ll provide updates on the latest trends in SaaS valuations, earnings announcements, and highlight any significant news. Follow along to stay up to date! Highlight of the Week - Start of Earnings Season! We’re one week into Q3 earnings season, and so far I’ve been incredibly impressed. Twilio, Five9, Blackline, Dynatrace and GCP all accelerated revenue growth. Shopify, ServiceNow, Azure, AWS all roughly maintained very impressive growth rates at massive scale. A little softness from Fastly (TikTok customer concentration and they went away), Atlassian and 8x8, but overall I’m quite impressed. The AWS / Azure / Google Cloud results continue to highlight how rosy the outlook is for cloud. Lots of attention goes to the hypergrowth earlier stage public companies, but Amazon, Google and Microsoft routinely are some of the biggest winners. Here’s how each company to report this week preformed: