SaaS Industry

Tremors

A look at the pandemic's impact on tech stocks.

ZM AYX TWLO MDB ESTC CRWD DDOG ROKU TTD ZS NET FSLY OKTA DOCU WORK TEAM COUP SMAR

Deep Dive

A Coupa technical review

A look at their Business Spend Management (BSM) SaaS platform.

COUP

Deep Dive

A Cloudflare deep dive

An investment look into their global edge network platform.

Edge Networks Next-gen Security NET FSLY ZS

SaaS Industry

A Look at SaaS 2020

Insights from Okta Business @ Work 2020 report.

OKTA ZM ZS SNOW

Deep Dive

A Datadog technical review

A deep dive into their Infrastructure & App Monitoring SaaS platform for Observability.

Observability DDOG ESTC

Next-gen Security

Flavors of Security - Elastic

A look at its cybersecurity product lines.

ESTC

Next-gen Security

Flavors of Security - CrowdStrike

A look at its cybersecurity product lines.

CRWD

Next-gen Security

Flavors of Security - Zscaler

A look at its cybersecurity product lines.

ZS

Next-gen Security

Flavors of Security - Okta

A look at its cybersecurity product lines.

OKTA

Next-gen Security

Flavors of Security - Hypergrowth!

What drives hypergrowth? A deeper look at Okta, Zscaler, Crowdstrike, and Elastic.

OKTA CRWD ESTC ZS

Next-gen Security

Flavors of Security

A deep dive into cybersecurity SaaS providers.

Data & Analytics

MongoDB is getting into Search

A look at new announcements from MongoDB World 2019.

MDB ESTC

Data & Analytics

Alteryx is not SaaS

Alteryx is subscription software, but not one that is managed as-a-service (hosted).

AYX

Deep Dive

A CrowdStrike deep dive

An Endpoint Protection (EPP) & Response (EDR) SECaaS platform.

Next-gen Security CRWD

Data & Analytics

MongoDB goes Mobile

A deeper look at Stitch serverless platform and Realm acquisition.

MDB