Posted on 7/1/20
Akamai: Increasing Demand In CDN And Cloud Security Should Last For The Year
We believe that Akamai's (AKAM) CDN and cloud security businesses should continue to benefit from the increase in network traffic, driven by the shelter-in-place and increasing . . .
Posted on 6/24/20
Datadog: Quality Does Not Come Cheap
SummaryThe shares price has been up by ~120% since our first coverage last December.Datadog continues to outperform. In Q1, growth accelerated to 87% YoY.Datadog has a . . .
Posted on 6/22/20
J2 Global: Riding Out The Pandemic With Resilient Gaming And Healthcare Businesses
We maintain our bullish view on J2 Global (JCOM), the holding company of various digital media and cloud service businesses such as IGN, PC Mag, and . . .
Posted on 6/22/20
HubSpot: Well-Positioned For Profitable Growth
SummaryCMS Hub launch is a low-risk way to drive subscriber ARPU. We expect strong attach rates going forward.Relaunched Enterprise Marketing Hub should also increase multi-product adoption . . .
Posted on 6/17/20
Etsy: Continues To Deliver
SummaryIn Q1, a quick business pivot in response to surging mask demands amid the pandemic in April resulted in solid +30% growth in GMS and revenue.The . . .
Posted on 6/1/20
Nuance: A Tech Compounder With Promising Turnaround
Nuance (NASDAQ:NUAN) is a cash-flow compounder with strong fundamentals and moat in the healthcare and enterprise segments. At present, Nuance is a ~$2 billion-a-year business with . . .
Posted on 12/3/19
Datadog: Solid Upside Through Enterprise Product-Market Fit
SummaryDatadog maintains strong performance in Q3, with 88% YoY revenue growth and raised guidance for Q4 and the full-year.Strong momentum gained in enterprise and mid-market segments . . .
Posted on 11/13/19
HubSpot: In A Space Of Its Own
SummaryHubSpot's strong positioning within the mid-market segment and its overall low-touch user acquisition strategy will continue to drive long-term growth and margin expansion.Despite the downside Q4 . . .
Posted on 10/31/19
Nuance: Stronger Outlook Through Spinoff And Partnerships
SummaryNuance's spin-off of its Automotive unit, Cerence, has seen mixed reactions. Nuance was down ~15% on the day of the spin-off completion.The Cerence spinoff will create . . .
Posted on 9/6/19
Akamai: More Than CDN
SummaryAkamai is a technology stalwart. It recorded $2.71 billion of annual revenue last year, growing at 6.89% TTM, and has been consistently profitable much all of . . .
Posted on 9/5/19
Akamai: More Than CDN
Akamai is a technology stalwart. It recorded $2.71 billion of annual revenue last year, growing at 6.89% TTM, and has been consistently profitable much all of . . .
Posted on 8/5/19
Snap: Next Twitter At Best
As technology venture investors, there is nothing we like more than seeing fast-growing tech companies such as Snap (SNAP), Uber (UBER), or Lyft (LYFT) making their . . .
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