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SaaS valuation, weekly recap
A deep dive into EV/Sales, EV/Gross Profit, PSG, Rule-of-40 and shareholders Dilution — analyzing how growth, efficiency, and market expectations shape…
19 hrs ago
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Sergey
5
1
1
Veeva Earnings & Intuit, Elastic NV Snapshot Q3 2025
$VEEV, $INTU, $ESTC Earnings analysis with review of financial performance, key metrics, operating expenses, dilution, customer growth, future outlook
Nov 21
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Sergey
9
1
Nvidia, Palo Alto Networks Q3 2025 Earnings
$NVDA, $PANW Earnings analysis with review of financial performance, key metrics, operating expenses, dilution, customer growth, future outlook
Nov 20
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Sergey
12
4
SaaS valuation, weekly recap
A deep dive into EV/Sales, EV/Gross Profit, PSG, and Rule-of-40 metrics — analyzing how growth, efficiency, and market expectations shape valuations…
Nov 15
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Sergey
22
1
4
Sea Limited Q3 2025 Earnings & CoreWeave, Nebius Snapshot
$SE, $CRWV, $NBIS Earnings analysis with review of financial performance, key metrics, operating expenses, dilution, customer growth, future outlook
Nov 11
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Sergey
16
1
1
Monday.com Q3 2025 Earnings Analysis
Dive into $MNDY Monday’s Q3 2025 earnings with review of financial performance, key metrics, operating expenses, dilution, customer growth, future…
Nov 10
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Sergey
11
1
The Trade Desk, Airbnb, Q3 2025 Earnings & DraftKings, Block, Robinhood Snapshot
$TTD, $ABNB, $DKNG, $XYZ, $HOOD Earnings analysis with review of financial performance, key metrics, operating expenses, dilution, customer growth…
Nov 7
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Sergey
14
2
1
Datadog Q3 2025 Earnings Analysis
Dive into $DDOG Datadog’s Q3 2025 earnings with review of financial performance, key metrics, operating expenses, dilution, customer growth, future…
Nov 6
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Sergey
10
1
AppLovin, Duolingo, HubSpot, Q3 2025 Earnings & Qualcomm, Arm, Fortinet Snapshot
$APP, $DUOL, $HUBS, $QCOM, $ARM, $FTNT Earnings analysis with review of financial performance, key metrics, operating expenses, dilution, customer…
Nov 6
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Sergey
18
4
5
Axon Enterprise Q3 2025 Earnings Analysis
Dive into $AXON Axon’s Q3 2025 earnings with review of financial performance, key metrics, operating expenses, dilution, customer growth, future outlook
Nov 5
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Sergey
11
1
1
Shopify Q3 2025 Earnings Analysis
Dive into $SHOP Shopify’s Q3 2025 earnings with review of financial performance, key metrics, operating expenses, dilution, customer growth, future…
Nov 4
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Sergey
15
2
1
Palantir Q3 2025 Earnings Analysis
Dive into $PLTR Palantir’s Q3 2025 earnings with review of financial performance, key metrics, operating expenses, dilution, customer growth, future…
Nov 4
•
Sergey
14
1
2
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