Summary DocuSign recently conjoyed a well received IPO in which it raised more than $500 million. The shares, in the wake of a quarter that was well above expectations in terms of revenue growth, bookings and margins, have appreciated by about 80% from the IPO price. The company has provided what appears to be very…
Summary Pluralsight is a fairly recent IPO that is a significant factor in the Edtech space. The company has pivoted its business and sells mainly to larger enterprises on multi-year subscriptions. The pivot has caused revenue growth to accelerate sharply, although the impact is best seen in bookings and the growth of ARR. The pivot…
Summary Z-Scaler is a relatively new IPO in the cyber-security space. Its valuation looks extreme-until one considers the disruptive nature of its technology. The company has developed a proprietary paradigm, protected by 100 patents and applications, that can replace the traditional network security architecture of firewall and VPN. The company is seeing rapid adoption of…