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Earnings

Premium: The downfall of software

A recap of Confluent, Datadog, Bill, and Cloudflare earnings this week.

CFLT DDOG BILL NET
  • muji

    muji

    Technologist, software developer, and investor.

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    muji

muji

4 Nov 2022 • 22 min read

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Data & Analytics

Premium: Snow Day

A look at the announcements this week from Snowflake's Snow Day.

SNOW
  • muji
    muji
muji 11 Nov 2022 • 17 min read
Hyperscalers

Premium: Obscured by clouds

A look at hyperscaler earnings this week, and some CIO spend intent reports this month.

Data & Analytics Next-gen Security AMZN GOOG MSFT SNOW DDOG CRWD SaaS Industry
  • muji
    muji
muji 28 Oct 2022 • 9 min read
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