Trying to make sense of Datadog’s valuation Making sense of hyper-growth valuations is a fraught undertaking. The problems are manifold in that no one has any real idea as to when the hyper growth phase of a story ends. That would be true even if there were no pandemic, and work-from-home orders. But in this…
April showers bring May flowers. Of course in NYC, there are also April flowers, and this year, there were even flowers in March. It is a dark, windy, rainy day here, but life goes on. Livongo Health is a name I reviewed back in January before the virus was a prominent factor in stock selection.…
As I write this post this morning, much news again is centered on the Covid-19 impact. Apple has announced that it will not meet its sales and earnings forecasts for this current quarter due to the impact of the virus. There will, no doubt, be other vendors similarly situated. The reports I get are from…
I do not always get to write everything I wish in a timely fashion. Lots of companies, a fair amount of volatility and loads of data through which to sift as well as conference call transcripts to which I listen and read. Many subscribers are interested in getting updates on some of the names I…
Zscaler/Crowdstrike-some thoughts about their announcement Yesterday, as part of an investor event, ZS and Crowdstrike announced what could be an interesting integration of the two solutions. While some of what I write here might be considered an over-simplification, the two companies offer complementary solutions to different parts of the cyber-security problem. The core of the…
Summary DataDog is expected to launch its IPO later this week. DataDog is a leading vendor in the market of IT monitoring and performance analysis. The company has grown rapidly and reached a run rate of $330 mil. in ARR last quarter. The company offers 5 services on a single platform-far beyond the capabilities of…